Skip to content

Document tracker

All plans

Every staff document and expiry date, in one place

DBS certificates, right to work checks, training, contracts: every document for every employee, with what has expired, what is due and what is missing shown first.

The document tracker: documents in date, expired, expiring soon and missing, then an action queue. Sample data for a demo agency.

See what needs doing before an inspector does

  • A summary of documents in date, expired, expiring soon and missing, across all current staff.
  • An action queue listing what needs attention now: expired documents, missing right to work checks, and anything due soon.
  • A table of every employee against every document type, plus heatmap and timeline views.
  • Filters by status and branch, CSV export and a printable snapshot.

Reminders that don't depend on anyone remembering

When a document is 30, 14 and 7 days from its expiry date, CarerHR emails both your administrators and the employee concerned. You can also send everyone with something coming up a single reminder from the tracker, one email per person listing everything of theirs.

Right to work checks with the evidence attached

Record each right to work check the way it was done, an online check with a share code or a check of original documents, with the evidence stored against the employee. A saved check without evidence doesn't count as complete. For anyone with time-limited permission, the tracker shows when a follow-up check is due so it happens before their permission ends.

Show an inspector without handing over a login

Create a read-only inspection link from the tracker, filtered to what you want to show. It expires after 24 hours, and you can cancel it sooner.

Questions about document tracker

Try it with your own agency.

30 days, full access to your plan. A card is needed to start; nothing is charged during the trial.