Never chase a person for a record again
Engrama asks each employee and contractor for the licenses, certifications, training records and signed policies you have to hold, checks what comes back, and tells you before anything expires.
Keep your HRIS, your payroll system and your shared drive. Nothing you already use moves.
How what you hold on a person is collected, checked, filed and kept current
Whatever you have to prove about a person
What you hold on one person is not one record. It is several, each with its own date and its own reason you keep it. No two employers hold the same set.
I am using a spreadsheet to track employees qualifications/certificates and their expiry dates, and I have it conditionally formatted to change colour based on approaching expiry date or expired. I want to create a report/list of names in a separate tab to show me who has expiring/expired certificates for each qualification type, so I need it to pull the name data from the original sheet based on the date or colour of an adjacent cell.
Each of them comes from the person it is about. The license is in their name, the training was theirs to complete, the policy needed their signature. Engrama sends the request to them, and they answer from a link.
The dates are the part that goes missing, and the thing that watches them is usually something people build for themselves.
- Licenses and certifications
- Right-to-work documents
- Training records
- Policy acknowledgements
- Contractor insurance and coverage
- And the rest of what you hold
Start with the one that expires next
Pick the license or the certification closest to its date. We will build that request, with your checks on it, on the call.