You can use trackable documents to request specific documents from your employees and set expiry dates for those documents.
You can then track when documents are due to expire. Use Recipes to notify employees' managers or others about upcoming expiry dates.
You can also require employees to upload specific documents.
Trackable documents are useful for documents such as:
Licences
First Aid certificates
COVID-19 vaccination documents
Security clearances
📎NOTE: Trackable documents aren't available in Sage HR Essentials or Basic HR.
Add a trackable document category
Before you can add an expiry date to a document, create a trackable document category.
For more details, see Add a trackable document category.
Set an expiry date for a document
Upload the document as normal, then select a category you've set up as a trackable document category.
For more details, see Set an expiry date for a document.
Set up reminders for document expiry dates
You can use recipes to send email reminders about upcoming document expiry dates.
You can use these reminders to notify an employee's manager or others who need to know about the upcoming expiry.
For more details, see Set up recipes.
Manage trackable document categories
After you create a trackable document category, you can: