Enterprise operations

Workforce Credential & Authorisation Management

Defines the credentials required for particular work and maintains verified qualification evidence for employees and contractors.

Request a tailored demonstration Explore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for operations coordinators and the responsible business owners

Workforce Credential & Authorisation Management workspace interface preview; illustrative records and figures. — **Workforce Credential & Authorisation Management — operational workspace**Interface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Workforce Credential & Authorisation Management record interface preview; illustrative records and figures. — **Workforce Credential & Authorisation Management — record and workflow review**Interface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Business unitPeriodAssigned teamReview state

Dashboard measures

Active credential records
Count of all records in the selected workspace.
Review queue
Records at the third stage of the business workflow.
Needs attention
Records with an assigned review requirement.
Final-stage records
Records in the fourth business workflow stage.

Business workflow and operating scope

Defines the credentials required for particular work and maintains verified qualification evidence for employees and contractors. Routes work authorisations for approval, tracks expiry and renewal requirements, and records restrictions or suspensions with a complete decision history.

Operational visibility

Workload and progress by business unit
Outstanding reviews and assigned actions
Evidence completeness and exception history
Accepted outcomes and follow-up obligations

Operations

Operational overview

Review the work position and priority actions.

Credentials required

Coordinate credentials required with assigned responsibilities, linked records and review history.

Verified qualification evidence

Coordinate verified qualification evidence with assigned responsibilities, linked records and review history.

Contractors

Coordinate contractors with assigned responsibilities, linked records and review history.

Work authorisations

Coordinate work authorisations with assigned responsibilities, linked records and review history.

Expiry

Coordinate expiry with assigned responsibilities, linked records and review history.

Renewal requirements

Coordinate renewal requirements with assigned responsibilities, linked records and review history.

Restrictions or suspensions

Coordinate restrictions or suspensions with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

Define requirements

Establish the scope of credentials required, capture the required records and assign the accountable team.

Verify supporting evidence

Coordinate verified qualification evidence and contractors with linked evidence and visible outstanding actions.

Review qualification

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

Track renewal and follow-up

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Governance and control

Role permissions reflect the agreed responsibilities and restricted record access.
Required information and evidence are checked before the relevant decision or handover.
Exceptions have a named owner, recorded reason and an authorised resolution.
Approved changes retain their previous values, accountable decisions and linked evidence.
Integration mappings, business rules and acceptance criteria are reviewed with the customer.

Accountable roles

People operations coordinator

Line manager

HR reviewer

Authorised people approver

Restricted records administrator

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Credential recordCredentials requiredVerified qualification evidenceContractorsWork authorisationsExpiryDecisionSupporting evidenceActivity history

Systems and interfaces

HRIS, workforce and payroll records
Approved learning, recruitment or benefits interfaces
Identity and role-based access services
Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries for credentials required, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review credentials required, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

Explore the platform

Genesis architecture →

Context Memory →

An example operating scenario

See the process, its exception and the evidence.

Start with credentials required and follow the record through the ‘Verify supporting evidence’ stage. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

A saved end-to-end transaction
An exception and its authorised resolution
Different operator, approver and reviewer permissions
Final records, history and the relevant report

Discuss this solution

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative credential record, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.