Your first compliance workflow

This walks one credential all the way from detection to resolution. It assumes a paid plan and a configured Employee Portal.

1. Spot the gap

Open the Action Center. Items are sorted by priority, then by how soon the underlying credential is due. Pick a critical or high item.

2. Request the renewal

1. 1Open the employee's profile from the action item.
2. 2Select Request renewal on the credential row, or use the send-renewal-request action for a required credential type.
3. 3The employee receives a secure link that opens the renewal form without a login.

3. The employee submits

The employee enters the updated details and, if document upload is allowed, attaches the new certificate. The request moves from Awaiting employee to Pending review.

4. Review and decide

1. 1Open Renewals and select the Pending review tab.
2. 2Compare the submitted details against the current record. On a paid plan, an AI review summary highlights the differences.
3. 3Approve to write the new credential, or reject with a reason so the employee can correct and resubmit.

5. Confirm it cleared

After approval, the credential's expiration date updates and status is recomputed immediately. The Action Center item disappears and the Compliance Matrix cell turns current.