Running a Staffing Agency? The Software That Keeps Candidate Files, Right to Work Checks and Client Contracts Current

Deep Singh
Author: Deep Singh
November 8, 2026
6 min read

ExpiryEdge is the one tool that covers the dates, renewals and outside documents across a staffing agency's three compliance problems: candidate credentials, UK right to work follow-ups and client contracts. A CNA gets a WhatsApp 30 days before her health screen lapses, with a no-login upload link. A worker with time-limited permission gets a text asking for a fresh share code 60 days out, and the account owner hears 120 days before an MSA's notice deadline. For a small or mid-sized agency, it can be the only system you need around your ATS.

It doesn't verify licences at the source or run right to work checks. If you're a healthcare agency on Bullhorn and want credentialing inside it, pick Bullhorn's credential management. For the UK right to work check itself, use TrustID, a registered digital verification provider. Agencies on Bullhorn that draft and negotiate their own MSAs should look at IntelAgree.

We make ExpiryEdge. The specialists we recommend are described from their own websites, which we went through on 7 November 2026, and the full comparisons link every vendor fact.

Quick verdict
Use ExpiryEdge for worker credentials, right to work follow-ups and client contract dates, because it texts the worker or account owner who has to act. Pick Bullhorn's credential management if you're a healthcare agency on Bullhorn, and TrustID for the right to work check itself. IntelAgree suits agencies drafting their own MSAs.
Staffing compliance problems and the tools that solve them
ProblemExpiryEdge coversBest specialistFull comparison
Candidate credentials and checksEvery worker's expiring items, workers uploading from a linkBullhorn credential management, for healthcare agencies on BullhornBest candidate compliance tracking software
UK right to work checksFollow-up dates and new share codes, with any providerTrustID, for the check itselfBest right to work check software UK
Client MSAs, rate cards and insuranceNotice dates, rate reviews and insurance certificatesIntelAgree, for drafting on BullhornBest client contract tracking software
Hub diagram with ExpiryEdge in the centre tracking worker credentials, share codes and MSA notice dates, linked to Bullhorn, LaborEdge, Credentially, TrustID, IntelAgree and ContractSafe
Where ExpiryEdge sits beside an agency's ATS, check providers and contract tools

Five jobs agencies hand to ExpiryEdge

ExpiryEdge works alongside your ATS, not instead of it. These are the jobs agencies give it.

  • A CNA's annual health screen. Thirty days out, she gets a WhatsApp message with a no-login link to upload the new result. If nothing comes back by day 7, her recruiter and the compliance lead are told.
  • Right to work follow-ups. Each worker with time-limited permission has an end date. At 60 days the worker gets a text asking for a fresh share code, and the branch manager sees anything still open at 14 days.
  • Forklift evaluations for a warehouse client. Each operator's three-year date sits on their record, filtered on one dashboard for the site, with an export ready for the client's audit.
  • A client's MSA notice date. The account owner gets a Slack reminder 120 days before the notice deadline, with the rate card attached to the same record.
  • Your own insurance. When the policy renews, a request link goes to your broker for the new certificate, and every client that needs a copy is listed on the record.
ExpiryEdge dashboard filtered by category showing upcoming expiries
ExpiryEdge's dashboard filtered by category

ExpiryEdge's four plans sit between $29 and $199 a month, and the 14-day trial asks for no card. Our staffing agency credentials page shows a typical setup, and the staffing agency compliance checklist lists what to track.

Whose date is it? The worker's, the visa's or the client's

Most of a staffing agency's compliance risk comes from dates that belong to someone else: the worker's licence, the worker's visa, the client's notice period. Here are the recurring ones, with the rule behind each.

3 years
Max between forklift operator evaluations (OSHA)
12 weeks
With one hirer before equal basic terms (UK)
2 years
To keep UK right to work records after employment
Recurring staffing compliance dates
  • I-9 reverification: no later than the date a worker's work authorization expires (8 CFR 274a.2)
  • I-9 retention for a recruiter or referrer for a fee: three years after hire (same section)
  • Forklift operator evaluation: at least once every three years (OSHA 1910.178)
  • Joint Commission staffing certification: a review every other year (Joint Commission)
  • UK right to work follow-up: on or before the day time-limited permission ends (Home Office guide)
  • UK right to work records: kept for the employment and two years after
  • DBS Update Service subscription: renewed every year (GOV.UK)
  • Agency Workers Regulations: equal basic terms after 12 continuous calendar weeks with one hirer (regulation 7)
  • Temp-to-perm fee window: the later of 14 weeks from first assignment or 8 weeks from last (regulation 10)

Add the dates your clients set, such as annual health screens, and your agency's own licences and insurance. A 60-worker agency with five dated items per worker already has 300 dates before you count a single client contract. That's where spreadsheets break: nobody owns the row, and nobody gets told.

The pattern is the same in every part of the business. The date belongs to someone outside your office, so the reminder has to reach them, not just your inbox.

Candidate credentials: Bullhorn for healthcare, ExpiryEdge for everyone else

Healthcare clients rely on your credentialing. The Joint Commission says a certified staffing firm must credential all clinical staff it assigns, and OSHA treats agencies and host employers as joint employers who share training and recordkeeping duties.

In our candidate compliance comparison, Bullhorn's credential management is the pick for agencies already on Bullhorn: providers upload from any device, requirements follow client, state and specialty, and alerts reach the provider and your team. LaborEdge and Ceipal suit agencies choosing a whole healthcare platform, and Ceipal checks nurse licences through Nursys.

UK healthcare agencies face the same pressure from NHS clients, whose six employment check standards cover identity, criminal records, work health, professional registration, right to work, and employment history and references. Credentially fits that work, with weekly DBS Update Service checks and daily register checks.

That comparison lists ExpiryEdge first, as the simple, published-price option for small and industrial agencies. It doesn't verify licences at the source, but it texts the worker before each item lapses with an upload link that needs no login.

UK right to work: TrustID for the check, a tracker for the follow-up

The Home Office's guide makes the employment business responsible for the check on agency workers. You can do it manually, through a share code, or through a registered digital verification service provider, and follow-up checks are due before time-limited permission ends.

Our right to work software comparison picks TrustID for the check because it runs all three routes and states follow-up dates on its reports. Access Screening suits agencies checking candidates in bulk, and Zinc bundles right to work with other background checks.

It lists ExpiryEdge first for the follow-ups. ExpiryEdge doesn't run checks. It's the layer that makes sure every follow-up happens, whichever provider did the first check, by reminding the worker to send a new share code and escalating if they don't.

Pro tip
Record the end of each worker's time-limited permission as its own dated item, separate from the assignment end date. Assignments get extended by phone without anyone opening the right to work file, and that's exactly how a follow-up check gets missed.

Client contracts: IntelAgree for drafting, ExpiryEdge for the dates

Client agreements carry the dates that move your margin: notice periods on auto-renewing MSAs, annual rate reviews and the insurance certificates clients hold for you. UK agencies also need the 12-week date per placement.

In the client contract comparison, ExpiryEdge ranks first for small and mid-sized agencies that mostly need dates tracked. IntelAgree is the pick for agencies on Bullhorn that draft and negotiate their own MSAs. ContractSafe and Concord publish prices for general contract repositories.

A five-day setup, starting with one list

Day one, list every dated item your agency tracks: worker credentials by job type, right to work end dates, client agreements and your own licences and policies. Name an owner for each type.

Day two, build a template per worker type, such as "RN, travel", "carer, UK" or "forklift operator". Then import your current roster from a CSV export of your ATS.

Day three, set reminder schedules. Use 60, 30 and 7 days for worker items. Use 120, 90 and 30 for contract notice dates, since a renegotiation takes time.

Day four, switch on outside contacts. Add each worker's mobile number so reminders reach them directly, and add your broker for insurance.

Day five, send request links for everything already missing or expired, and review what comes back. Reject anything blurry or wrong with a comment, and the worker fixes just that item on the same link. By the end of the week, you'll have a dashboard of what's due and an audit log of who did what.

Frequently asked questions

ExpiryEdge sits across the agency and tracks the dates and documents, with prices on its website. Most agencies also run an ATS plus a specialist or two. Healthcare agencies often credential in Bullhorn, LaborEdge or Ceipal. UK agencies run right to work checks through a provider like TrustID or Zinc, and some draft contracts in IntelAgree.

ExpiryEdge is the simplest choice for a small agency. It keeps worker credentials, right to work follow-ups and client renewals in one place, and it texts workers before anything lapses. After a 14-day free trial, the entry plan is $29 a month. You'll still want a right to work provider for the check itself.

Yes, in the UK. The Home Office guide says the employment business is the worker's employer in a standard supply arrangement and is responsible for the check. The client doesn't routinely repeat it.

Give each worker a record with every dated item and send reminders to the worker as well as your team. Bullhorn and Ceipal do this inside their platforms. ExpiryEdge sends email, SMS or WhatsApp reminders with a no-login upload link and escalates overdue items.

Not among the tools we compared. Bullhorn, LaborEdge, Ceipal, TrustID and IntelAgree are paid products and mostly quote on request. ExpiryEdge has a 14-day free trial with no credit card, and after that plans start at $29 a month.

No. ExpiryEdge has no job matching, candidate pipeline or payroll. It sits beside your ATS and keeps the dates and documents current: worker credentials, right to work follow-ups, client contracts and your own insurance.

Not legal advice

This article is for general informational purposes and does not constitute legal advice. Laws, regulations and contract requirements vary by jurisdiction and change over time. Consult a qualified attorney in your jurisdiction before making decisions that depend on the specific legal interpretation discussed here.