Before you can track a document's expiry date, you need to create a trackable document category.
An administrator can create a category, add document types, and select which employees need to provide the documents.
Add a trackable document category
Select your name in the top right-hand corner, then select Settings.
From General settings, select Employee data.
Select Trackable documents.
Select Add trackable document category. A window appears.
Enter a name for the category.
Enter a document type.
To include another document type, select Add another document type.
Select Continue.
Choose who needs to provide a document:
Select Specific employees to choose individual employees
Select Everyone for all current and new employees
Select Save.
Selected employees receive an email with instructions to upload the document to their employee profile.
The request also appears in My Tasks on their Sage HR dashboard.
The new category appears in your trackable document settings.
When the category is enabled, you can select it as a category when you upload a document.
Reminder Recipes created for the category
When you add a trackable document category, Sage HR automatically creates two reminder recipes:
Email reminder: document expiring soon sends an email to the employee's direct manager 90 days before the document expires
Email reminder: document expired sends an email to the employee's direct manager on the day the document expires
You can edit or copy these recipes to suit your requirements.
For example, you can change:
Who receives the email
When Sage HR sends the email
The content of the email
Make changes to a trackable document category
After you create a category, you can:
Select employees to change who needs to provide the document
Edit to change the category name or add document types
Disable a category you no longer want to use
Enable a disabled category again
When you disable a category, Sage HR hides related documents, reports, tasks, and Recipes.
When you enable the category again, Sage HR shows the related documents, reports, tasks, and Recipes.
For more information: