The Expiring Documents report flags employee documents that are due to expire within a set number of weeks, or have already expired. It's particularly useful for time-sensitive documents such as passports, visas, and certifications — helping you stay compliant and act before documents lapse.
📌 Note: You'll need a permission level that includes access to document reports to run this report. If you can't see it, ask a Full Access user to update your permissions.
Run the report
Click Reports in the main navigation, then select Expiring Documents.
Use the filters to narrow results — by site or department, employee name, document category, active or inactive status, and the number of weeks ahead to check.
Click Subscribe to receive automatic notifications as documents approach their expiry date.
🤓 Tip: This report is also accessible via the main Staff tab — navigate to Requests then Expiring Documents.