Compliance & Certificates
NDIS providers must ensure all staff hold current required certifications before working with participants. Plannor tracks every certificate, sends expiry alerts, and blocks shift assignment for non-compliant workers.
Common Certificate Types
| Certificate | Who needs it | Typical expiry |
|---|---|---|
| Working With Children Check (WWCC) | All staff who work with children under 18 | 3–5 years (varies by state) |
| NDIS Worker Screening Check | All workers providing direct supports | 5 years |
| First Aid (HLTAID011) | Recommended for all direct support workers | 3 years |
| CPR (HLTAID009) | All direct support workers | 1 year |
| Manual Handling | Workers who provide physical assistance | 3 years |
| Medication Administration | Workers who administer medications | 1–2 years |
| NDIS Worker Orientation Module | All NDIS workers (online, NDIS Commission) | Does not expire |
| Driver's Licence | Workers who provide transport supports | Varies |
Adding a Certificate
| Field | Notes |
|---|---|
| Certificate Type | Select from the list or type a custom certificate name |
| Certificate Number | The licence/check number from the certificate document |
| Issue Date | When the certificate was issued |
| Expiry Date | When it expires (leave blank if no expiry) |
| Issuing Body | e.g. "Service NSW", "NDIS Commission", "Red Cross" |
| Document Upload | Upload a photo or PDF of the certificate for verification |
Expiry Alerts
Plannor automatically tracks certificate expiry dates and alerts you:
- 60 days before expiry — Yellow warning appears on the staff profile and compliance dashboard
- 30 days before expiry — Email notification to the Company Admin
- On expiry — Certificate marked as expired; rostering tool warns if you try to assign this worker
Required Certificates per Role
You can configure which certificates are mandatory for each role under Settings → Compliance Requirements. For example, you might require:
- Support Workers: NDIS Screening, WWCC, First Aid, CPR
- Transport workers: + Current Driver's Licence
- Medication workers: + Medication Administration Certificate
If a required certificate is missing or expired, the system displays a Non-Compliant badge and prevents assignment to shifts of the corresponding type.
Bulk Expiry Export
For annual audits or NDIS registration renewals, export a full compliance report from Staff → Compliance → Export. The CSV includes every staff member, every certificate, and current/expired status.