Credential & Document Expiry Tracker

Tracks the expiry dates of your employees' licenses, certifications, CPR cards, driver's licenses, forklift certificates and I-9 work-authorization re-verification dates, so nothing lapses unnoticed and nobody is scheduled who cannot legally work. Every morning at 8am Eastern it reads each employee's credentials from your HR system (BambooHR or a Google Sheet) and sends staged reminders at the lead times you set (60, 30 and 7 days before by default): the employee gets a friendly email with renewal instructions and your upload link, their manager is copied from the 30-day reminder on, and from the 7-day reminder HR also gets an alert to plan cover. The day after a credential expires, HR gets an alert with payroll (and the manager) copied, and the employee is marked Not cleared in the HR system. Every reminder and alert is logged to the Compliance Log tab before its email goes out, so each stage is sent once per credential and expiry date; entering a renewed expiry date starts the reminders over. On the 1st of each month HR also gets a compliance summary: the share of credentials that are current, by department and by credential type, with the expired ones and those expiring in the next 30 days. Up to 50 reminders per run. Spreadsheet tabs, header in row 1: Compliance Log (written by the flow): A logged on, B employee ID, C employee, D department, E credential, F expires, G stage (60, 30, 7 or expired), H sent to. With Google Sheets as the HR system, also Credentials, one row per employee credential: A employee ID, B employee, C email, D department, E manager email, F credential type, G number, H issued, I expiry date, J status (the flow writes Not cleared when it expires; write inactive, terminated or exempt to stop tracking a row), K last reminder (written by the flow). Setup: create the tabs, connect Google (Sheets and Gmail) and BambooHR if you use it, and set the HR and payroll emails, the upload link, the reminder stages, from which stage the manager is copied and HR is alerted, and which credential types to track on the setup screen; they land in the Settings node, where you can change them later. With BambooHR, list the custom date fields that hold expiry dates (for example customCPRExpiration,customDriverLicenseExpiration; each becomes a credential type named after its field) and the field the flow writes Not cleared into. Save the flow once after importing it to arm the schedule. Limitations: days are calendar days. The flow does not collect the renewed document or read its new expiry date; uploading a document and extracting the date from it is a planned follow-up, so for now HR enters the new date. Not cleared is written but never cleared by the flow: set the status back once the credential is renewed. BambooHR: only active employees and custom date fields on the employee record are read (table fields such as a certifications table are not), and an empty field means the credential does not apply. Gusto and Rippling are coming soon. Nothing is removed from a work schedule automatically.