What ComplyNestly does
The scope of the product: credential tracking, requirement comparison, renewals, reporting, and where the boundaries are.
What it tracks
- Employee records, including job title, department, location, employee number, and hire date.
- Credentials with issue dates, expiration dates, issuing authority, credential numbers, notes, and an optional uploaded document.
- Company requirements, defined through a credential type catalog, role templates, and direct per-employee requirements.
What it derives
- Credential status: current, expiring soon, expired, or no expiration.
- Requirement status per employee: ready, missing required, expiring required, expired required, or no requirements.
- Compliance Matrix cells across employees and required credential types.
- Prioritized Action Center items and report figures.
What it automates
- Expiration reminder emails to owners and admins at fixed milestones.
- Renewal Autopilot tasks for required credentials that are missing, expiring, or expired.
- AI extraction of credential details from an uploaded document when a credential is first created.
- AI summaries, briefs, and explanations across the Dashboard, Compliance Matrix, Reports, and Ask ComplyNestly.
What it does not do
- It does not approve, reject, or renew a credential without a person deciding.
- It does not import employees from a CSV file.
- It does not provide legal, regulatory, or licensing advice.
- It is not a system of record for medical or patient information.