Everyday compliance admin
Spend less time
chasing documents.
Keep the next action in view. Connect requests, evidence and review dates so your team can spend more of its time reviewing records and helping people get ready for work.
For HR and operations teams handling recurring checks.
Evidence and next actions
Explore this example record
Give each task a next step
Request evidence
Riley · Workplace induction
Review a document
Alex · Training certificate
Arrange a renewal
Jamie · Manual handling
Open the record.
Pick up the work.
Keep the requirement and supporting evidence together.
01 / Collect with context
Request the documents
each role requires.
Start with a shared set of requirements. Workers can see what they need to supply, and your team can review the evidence against the role.
Separate evidence you are still waiting for from documents your team needs to review.
Start with the role
Care assistant
Your requirements shape the record.
Workplace induction
Set by your organisation
Manual handling
Evidence and expiry date
Identity document
Review by your team
Jamie’s next step
Add the requested evidence.
02 / Follow the work
Review outstanding requests
and approaching renewals.
Bring missing evidence, approaching renewals and pending reviews into the workforce view. Open the relevant record with the context beside it.
Keep company records and shared personal credentials connected to the requirements they support.
See how to follow a compliance gapWorkforce overview
What needs attention?
Jamie Taylor
Manual handling
Alex Morgan
Workplace induction
Riley Ellis
Requested evidence
Open the person’s record to see the evidence behind the status.
03 / Understand the effort
Measure the time your team
spends chasing documents.
How much of the week goes into following up documents? Use your own numbers to establish a starting point for a workflow review.
Count the recurring follow-ups. Include the time spent finding the request, contacting the person and updating your tracker.
Keep the work connected
Import existing records
before collecting more.
If your team still works from a spreadsheet, plan the first import before changing the day-to-day process.
Plan your record import Explore the full Certifyd story →Bring your workflow
Review document requests
and renewals in a demo.
Choose a document request or renewal your team handles often. We’ll walk through where the work sits and how Certifyd connects it.
Book a workflow reviewA 20-minute conversation with the Certifyd team.