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Manage the qualifications with expiration date ⏰
Manage the qualifications with expiration date ⏰

How to manage qualifications, certificates, permits with expiration dates and reminders

Francis Villiard avatar
Written by Francis Villiard
Updated over a year ago

If you have employees with expiring permits, qualifications or licenses, then attributes are for you 😉. You can easily program expiry dates in advance that will show employees that their license is no longer valid when it is !

Creation of the qualification :

  1. Go to the Admin section and under People, click on Attributes and then Create an attribute.

  2. Activate the option "Has an expiration date".

3. Define a time delay in days to receive a reminder

It is possible to add a customer message in French and English for the emails and SMS reminders.

You can add as many reminders as you want by clicking on the "+" button.

Assigning to employees

  1. Go to an employee's profile, under the Hiring Information, click on the Attributes section.

  2. Click on the "+" in the Attributes section.

  3. Choose the qualification with expiration date.

  4. Modify the expiration date.

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