Employee credential management

See who holds what, and who doesn’t.

Set what each role must hold, keep each credential on file with its expiry date, and see at a glance who is compliant, expiring soon, expired or missing.

The problem

Nobody can say who is currently covered.

  • Requirements differ by role

    Drivers, first aiders and site staff each need something different, tracked in different places.

  • A person’s file is in three places

    The licence is in HR, the certificate in an email, the expiry in someone’s notes.

  • Missing is invisible

    You can see an expiring date. You cannot see the certificate that was never provided.

  • Fixing it has no order

    Everything looks equally urgent, so the serious gaps wait.

How Remindash handles it

From a role requirement to a clear list of gaps.

  1. 01

    Role requirement

    A compliance policy: who must hold what.

    First aid certificate

  2. 02

    Employee

    Each person is a contact of type Employee.

  3. 03

    Credential on file

    Type, issue and expiry dates, reference, file.

    Ref FA-2231

  4. 04

    Check

    Compliant, expiring soon, expired, missing or stale.

  5. 05

    What to fix first

    Ranked by severity, with the points recoverable.

  6. 06

    Compliant

    Upload the document and the check runs again.

In the product

Per-person status, with the reason.

Every check says why it failed in plain words: expired on a date, expires in a number of days, or never provided. Severity shows which gaps matter most.

  • A score you can take apart

    The compliance score is weighted by severity, and always comes with the checks that account for the missing points.

Ownership and record

Fix it where you see it.

Open a failing check, upload the credential with its dates, and the check is evaluated again. The document is kept on the employee’s contact.

Capabilities

What you use to do it.

  • Reminders & sequences

    Tell the employee and their manager before a credential expires.

    See Reminders
  • Obligations

    Track renewals and recurring requirements with an owner.

    See Obligations
  • Activity & source evidence

    See what has happened across your reminders.

    See Activity

FAQ

Questions, answered.

You create a compliance policy: for example, every employee must hold a valid first aid certificate. The check then runs against each person’s documents.

Important deadlines shouldn’t live in someone’s head.

Give every obligation an owner, deadline and plan.

No credit card required.