Managing Staff, Training and Compliance Records

Oakline keeps staff identity, operational assignments, training evidence and working-time records in the same tenant. This is an organisational record: the provider remains responsible for safer recruitment, checking evidence, deciding whether training is suitable and following applicable employment and safeguarding requirements.

For a public overview, see Forest School staff compliance software and Staff management, timesheets and payroll preparation.

Staff and Administrator Accounts

Oakline separates administrator and staff account roles. Staff can use their own portal and providers can associate team members with sessions.

Oakline does not currently provide a fine-grained permission switch for every individual child or staff field. Providers must therefore give access only to appropriate people, remove access promptly when responsibilities change and apply their own data-protection and safeguarding procedures.

Staff Profile

The staff profile can include:

  • contact and employment information;
  • DBS number and relevant DBS date;
  • standard or staff-specific hourly rate;
  • session assignments;
  • clock and timesheet history;
  • training and certificate records.

Training and Certificate Records

Create configurable records for First Aid, qualifications, CPD and other relevant training directly against the staff member. This is a separate, tenant-owned record from anything the practitioner may add to their own Practitioner Account — the two are not merged automatically. A record can contain:

  • category and training type;
  • a custom training name;
  • training provider;
  • issue date;
  • expiry date;
  • certificate file;
  • operational notes.

Oakline shows expired and approaching-expiry records visually in the provider interface. Automatic expiry reminder emails are not currently supported. Providers should keep their own review process and should not rely on Oakline to verify or renew a qualification.

Session Assignments

Associate staff with the sessions they work so the team can see relevant upcoming work. Assignment is operational context; it does not by itself certify a qualification, staffing ratio or suitability decision.

Staff-Specific Pay Rates

Organisation settings provide standard and leader rates. A staff-specific rate can be used where an individual differs from those defaults. Pay values shown by Oakline are estimates derived from recorded time and configured rates.

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