Start and track renewal requests

Send a request

1. 1Open the employee's profile.
2. 2On the credential row you want renewed, select Request renewal.
3. 3For a required credential type the employee does not hold yet, use the send-renewal-request action in the requirements section instead.
4. 4Confirm to generate and send the secure link.

The link opens a renewal form with no login required. Requests carry an expiration date, shown on the request detail page.

Track a request

• The credential row on the employee's profile shows Renewal pending or Renewal submitted while a request is in flight, and links to it.
• The Renewals page groups every request by tab.
• The sidebar badge counts requests waiting for review.
• Action Center raises a renewal review item once a submission arrives.

If the employee has no email

ComplyNestly cannot email a link to an employee with no address on file. Add their email, or copy the link and deliver it another way.