Managing due dates
Before You Get Started
This function is only available to Worknice admin users.
Expiry Date vs Due Date
Expiry date – The date when paperwork is no longer valid.
Due date – The date by which new paperwork must be supplied.
Example: A driver’s licence expires on the day it is no longer valid. The due date is when the employee must provide the updated licence.
Adding Due Dates to Paperwork
Admin single updates
Admins can update an expiry date on a single item by opening the paperwork record, selecting Info, and editing the due date.
The paperwork item must already be assigned to the user (any lifecycle stage).
Admin bulk updates
Admins can update due dates in bulk from the All paperwork page Or any of the Paperwork overview pages. Select the paperwork items you want to update, then use the bulk action menu to edit expiry dates.
The paperwork item must already be assigned to the user (any lifecycle stage).
Managing Due Dates
All Paperwork page
The All Paperwork page provides a consolidated view of all organisation-wide paperwork. From here you can:
Filter paperwork by due status
Visualise compliance across your workforce
Paperwork overview page
If you have any paperwork overdue, they will appear in the In progress section of the paperwork overview page. Choose the Assigned paperwork overview to review all overdue items.
Inbox alerts
Anyone responsible for paperwork will receive notifications when paperwork is overdue. You can filter these notifications.
You're All Done!
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.