Configure Autopilot and safety
Turn Autopilot on, choose whether links are emailed automatically, and keep the safeguards in place.
Configure it
- 1Go to Settings → Employee Portal. Owners and admins have access to this section.
- 2Turn on Enable the employee portal, since Autopilot depends on secure employee links.
- 3Decide whether to Allow employees to upload documents (not just enter details).
- 4Turn on Enable Renewal Autopilot.
- 5Decide whether to turn on Automatically email the employee a secure renewal link.
- 6Save.
The two Autopilot settings
- Enable Renewal Autopilot — creates renewal tasks automatically for required credentials that are missing, expiring, or expired.
- Automatically email the employee a secure renewal link — sends the link without a manager doing it. When off, tasks are still created but a manager sends each request manually.
Safeguards
- Manager review and approval are always required. Autopilot cannot approve anything.
- Only required credentials generate tasks.
- Secure links expire, and can be regenerated or revoked at any time.
- Turning Autopilot off stops new tasks; existing requests remain and can still be worked.