Paperwork expiry and due date

With our paperwork expiry and due dates, you can see the full story of which paperwork has past r is approaching and expiry / due date. This opens up a ton of incredibly useful use-cases for our customers;

Managing fixed term contracts

Automating compliance of important certificate, licence, ticket documents

Compliance monitoring

Before you get started

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This function is only available to Worknice admin users

Expiry date vs due date

Expiry date - the date paperwork expires and is no longer valid.

Due date - the date which an item of paperwork should be completed.

For example, the expiry of a Driver licence is the date in which that document is no longer valid and a new one should be supplied. The due date would be the date in which a person needs to supply the new document by.

Adding expiry dates to paperwork

Employee self service

In the case of certificates, employees must (if this has been configured) suuply the expiry date of their paperwork.

Admin adhoc updates

You can update a single paperwork item expiry date by accessing the paperwork item itself, and then selecting the Info button and updating the expiry date there.

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This item of paperwork must already been assigned to the user. It doesn’t matter what lifecycle stage it is currently in.

Admin bulk updates

You can update multiple paperwork item expiry dates from the Admin menu, and selecting the Paperwork page.

Check the items of paperwork you wish to update, and use the bulk item floating menu to make your changes.

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This items of paperwork must already be assigned to the user. It doesn’t matter what lifecycle stage it is currently in.

Managing expiry and due dates

Paperwork page

The paperwork page is a consolidated view of your organisation wide paperwork. Within this view, you can filter and visualise your data in different ways, including their due and expired status.

Use the filters or scroll through the paperwork items to review expiry and due dates.

Inbox alerts

All responsible people of paperwork will receive a notification when paperwork is expiring soon or expired.

People directory

Any person with compliance issues, including expired paperwork, will be flagged in the People directory. Enter the person profile to review their expired paperwork either;

Ignore the flag

Request the employee provides new valid paperwork

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 within Worknice.