Document tracking
Staffing credential tracker for agencies placing workers
Keep every placed worker's credentials collected, current and instantly findable when a client asks.
Free for up to 5 tracked profiles. No credit card required.
The problem this solves
Placements move fast
A client asks for a worker's credentials today, not next week. Search finds it in seconds.
Onboarding paperwork stalls starts
One request link covers the whole packet and chases the missing pieces automatically.
Credentials expire mid-placement
Reminders land 60, 30, 14 and 7 days out so you can renew before a shift is affected.
How teams use it
- Bulk-requesting onboarding documents for a group of new placements
- Filtering workers by client site or recruiter
- Archiving old credentials while keeping the newest as current
- Weekly summary email of everything expiring soon
Example documents
Examples only. Your business decides which documents it tracks.
Request
Send a secure upload link. No account needed.
Store
Private storage, organized by person or asset.
Find
Search names, types, files and locations.
Remind
Reminders long before an expiration date.
Expired
2
Expiring in 30 days
7
Missing
4
Awaiting review
3
Stop chasing paperwork. Autopilot automatically requests missing and expiring documents for you.
Autopilot sends renewal requests 60, 30, 14 and 7 days before a document expires, and keeps chasing anything still missing — until the document is uploaded and approved.
Turn on AutopilotFrequently asked questions
Related trackers
Every important document. Right where you need it.
Set up your first profile in under five minutes.