Competency Matrix
The Competency Matrix lets you define the skills and qualifications your organisation requires, then track which staff members hold each competency and when they need to renew.
What Is a Competency?
A competency is any skill, qualification, or organisational standard that a staff member must hold to perform certain work. Examples:
- Manual Handling — required before any physical support shift
- Medication Administration — required before administering medications
- Positive Behaviour Support — required for participants with complex behaviours
- Safe Food Handling — required for meal preparation supports
- Infection Control — required for all direct support work
- Restrictive Practices Awareness — required under NDIS rules
Adding a Competency
| Field | Notes |
|---|---|
| Name | Short, clear name (e.g. "Manual Handling", "Medication Administration") |
| Description | What the competency covers and why it is required |
| Category | Group related competencies together (e.g. "Clinical", "Safety", "Mandatory") |
| Requires Expiry | Tick if the competency needs to be renewed periodically (e.g. annually) |
| Active | Only active competencies appear in staff assignment lists |
Assigning Competencies to Staff
Competencies are assigned to individual staff members from their profile:
Reading the Competency Matrix
The main Competency Matrix page shows:
- All competencies grouped by category
- For each competency: how many staff currently hold it (e.g. "12 staff")
- Whether an expiry date is required
- Active/inactive status
Click the staff count badge on any competency to see which staff members hold it and their expiry status.
Editing & Deactivating Competencies
Click the pencil icon on any competency to edit its name, description, category, or settings. Deleting a competency also removes it from all staff who currently hold it — you will be warned before deletion. To keep the history intact, deactivate instead of deleting.