Track team credentials and licences

A credential is any licence, card or check a person holds with an expiry date. The system reminds the person and HR before one lapses, and lists anyone who should hold one and has none.

Steps

1. Open Compliance and pick the HR tab.
2. Read Credentials running out or missing: everything past its date or within 30 days, and each one somebody should hold and has none of.
3. Press Renew or Add it on a row. It opens the person's page on Certifications.
4. Add or update the card there with its expiry date.
5. To say who must hold what, open the Business tab and scroll to Credentials: who must hold what.
6. Pick the Credential and who it covers: a Job title, a Role, Drives a truck over (lb) or Everybody. Press Add rule.

Good to know

• Suggested rules (such as a driver's licence for anyone driving a company truck) ship switched off. Turn on the ones that are your rules.
• Somebody a rule covers with nothing on file, or only an expired card, becomes a task for the office and a notice to HR.
• The holder and HR are told on that kind of card's own reminder days before it lapses.
• Each person's own cards are on their page under Team & Time, Employees, on the Records tab.
• Keep drivers with an expired credential off trucks is a switch on the Business tab. It is off until you decide it is your rule. On, it stops somebody with an expired licence, CDL or DOT medical card being put on a truck over 10,000 lb.
• Your state's wage and hour rules are on the same HR tab. See State HR rules.

If something goes wrong

• Nobody shows as missing a credential. No rule is switched on yet. Turn on or add rules on the Business tab.
• A card with no expiry is not listed. That is on purpose: nothing lapses.