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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Certificates & expiry tracking

Know which credentials need attention.

Record internal or external certificates, attach supporting files and set expiry dates. Review requested, in-progress, completed and expired records from the employee profile.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Certificate register

Safety certificateExternal recordDocument record
Expiry dateReview dueDocument record
StatusRequested / completedDocument record
Illustrative workspace · sample data

How it works

  1. 01

    Add the credential

    Record the certificate and attach the supporting file, including certificates obtained outside your company.

  2. 02

    Set the expiry information

    Keep the expiry date with the employee’s record so upcoming renewals have a clear reference.

  3. 03

    Review the status

    Use the certificate views to follow requested, in-progress, completed and expired records.

HOW IT CONNECTS

HR, onboarding & training

Connect employee profiles to contracts, attendance, HR requests and the Employee Portal.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.