Q: And the mechanics?
How does it run, step by step?
Open every step
When does it run?
Every morning, and whenever a document arrives.
What does it read?
Your HR or staffing system, document folders, inbox and schedule. We agree each source with you first.
What are the steps?
- Lists each person's required papers, by role and client.
- Reads each one on file and records its expiry.
- Drafts reminders two months and one month ahead.
- Reads new copies on arrival and updates the record.
- Flags anyone not cleared for upcoming shifts.
- Builds a complete file for any person, on request.
Who signs off?
Your HR or compliance lead sends each reminder and decides any schedule hold.
What will it never do?
It never marks a license verified without a person checking the source. It never takes someone off the schedule by itself.
What would we need from you?
Your list of required papers by role. Access to where they're filed. One person who owns compliance.
What usually comes with it?
- New-starter onboarding, so files are complete before day one.
- Audit-ready files, so an auditor's request takes minutes.
- Scheduling that only books people who are cleared.
You become the firm that's ready whenever someone asks for a file.
Nothing lapses unnoticed, and every shift you bill stands up to a question.
Will yours look exactly like this? No. A first conversation is where we shape yours.