Solution · Certification Tracking

Employee certification tracking software that knows who can work today.

A forklift ticket expires on a Tuesday. Nobody notices until an auditor asks for the training file on Friday. ExpiryEdge holds every staff and contractor credential with its expiry date, its certificate and the person who holds it, reminds the holder and their line manager at 90, 60, 30 and 7 days, and keeps a live matrix of who is qualified for what across every team and site. Certifications sit with people. The licenses your business holds in order to trade are tracked separately.

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ExpiryEdge dashboard showing staff certifications with expiry dates, holders and status

Who is qualified for today's shift - not who was qualified last quarter

Certificate, expiry date and holder on one record

Reminders to the holder and their line manager

A live matrix of who is qualified for what

Timestamped evidence, exportable for any audit

Quick answer

Employee certification tracking software records every qualification your people hold - first aid and CPR, OSHA 10 and 30, forklift and MEWP tickets, trade and CSCS cards, clinical credentials, right-to-work documents - against the person who holds it, with the expiry date and the certificate itself. ExpiryEdge reminds the holder and their manager before each one lapses, escalates anything that slips past the date, and shows a live matrix of who is qualified for what across teams, sites and contractors. One distinction matters when you set this up: a certification belongs to a person and travels with them when they change employer, while a license to operate belongs to the business or the licensed professional entity and is handled by license renewal tracking instead.

By the numbers

What a lapsed credential actually costs

94%

of spreadsheets in 85 intensive audits contained errors.

Source: Panko, University of Hawaii (spreadsheet-error research review)

$165,514

maximum OSHA penalty for a willful or repeated violation in 2025; a serious violation runs to $16,550

Source: US Dept of Labor / OSHA (Jan 2025)

5,914

fall-protection citations in FY2025 (preliminary) - OSHA's most-cited standard for the 15th consecutive year

Source: OSHA data via Safety+Health Magazine (2025)

54%

of medical practices reported credentialing-related denials increasing, in a 2021 poll of 425 practices

Source: MGMA Stat (Aug 2021)
What you track

Credentials that sit on a person, not on a building

First aid, CPR and AED certificates

OSHA 10 and OSHA 30 cards

Forklift, MEWP and IPAF tickets

CSCS and trade skill cards

Food safety and allergen training

Fire marshal and evacuation training

Clinical credentials - BLS, ACLS, RN licensure

Background checks, DBS and drug screening dates

Right-to-work documents and visa expiry

CDL medical certificates and driver files

Working-at-height and confined-space tickets

Annual refreshers and CE course completions

Who this is for

Who relies on the certification matrix

HR & People teams

Hold the whole qualification picture for every employee, renew before certificates lapse, and assemble an evidence pack without emailing managers for scans.

Site & Operations managers

Check before the roster goes out whether the crew on shift holds the tickets the work requires, and see which renewals land inside the next month.

Safety & EHS leads

Keep OSHA 10 and 30, fall-protection, confined-space and refresher training current across crews that move between sites every week.

Staffing & recruitment agencies

Place only workers whose tickets are valid on the day of the booking, and hand the client a current compliance pack per placement.

Healthcare credentialing

Track licensure, BLS and ACLS, immunisation records and payer credentialing dates for clinical staff and locums in one register.

Compliance officers

Show an auditor that the workforce was competent on the date the work was done, with a timestamped record behind every certificate.

How it works

From a drawer of certificates to a live matrix

Who holds what
A qualification matrix that updates itself

Every certificate reads as valid, expiring or expired against the person who holds it. Filter by team, role, site or certificate type and you get the answer a supervisor actually needs: can these six people do this job on Thursday.

Valid / expiring / expired per person, per certificate

Filter by team, role, site or certificate type

Updates the moment a renewal is logged

First AidCURRENTOSHA 30DUE SOONForkliftCURRENTIPAFEXPIRED
Booked in time, not chased late
Reminders reach the holder and the manager 90 days out

Most certificates need a course, and courses book out. A 7-day warning is no use when the next available CPR class is five weeks away. Reminders fire at 90, 60, 30 and 7 days on the channel each person actually checks - email, SMS, WhatsApp, Slack or Teams - and reach the holder and their manager at the same time.

90 / 60 / 30 / 7-day cadence, configurable per certificate type

Holder and line manager both notified

Escalation to a senior owner if the date passes

90dreminder60dreminder30dreminder7dreminderCertificate expires
People move, the record stays
When someone leaves, their certificates do not leave with them

Training files tend to live with whoever did the hiring. That arrangement breaks the day the person resigns, changes department or transfers site. In ExpiryEdge a certificate is owned by a role as well as a person: leavers are archived with their history intact, and the renewals they were chasing move to a new owner in one click.

Reassign a whole caseload of certificates in one action

Leavers archived with their certificate history intact

Transfers keep the certificate and change the site and manager

EveryrecordSSSite supervis…14 ticketsH-HR - People O…62 certificatesELEHS lead28 safety cards
Proof, not recollection
The certificate, the reminder log, and the export an auditor asks for

The current certificate sits on the person's record. So does every reminder that went out, who it went to, and when it was acted on. When an inspector or a client onboarding team asks for the training file, you export it by person, team or whole organisation - CSV, PDF or XLSX - instead of rebuilding it from a shared drive.

Certificate document attached to each record

Timestamped log of every reminder and every renewal

Export by person, team, site or organisation

ExpiryEdge reminders screen listing upcoming certification renewals by person and date
Everyone on site, not only everyone on payroll
Contractors, agency workers and multi-site crews in the same matrix

An inspector does not care who signs the worker's cheque. If the person is on site, the ticket has to be current. Hold contractor and agency credentials alongside employee records, group them by site or project, and find the gap before the crew turns up rather than at the gate.

Contractors and agency staff tracked like employees

Group by site, project, client or cost centre

Per-site readiness for supervisors, roll-up for head office

Plant AUp to datePlant BDue soonDepot NorthUp to dateSite 14Action neededDepot SouthUp to dateYard 3Due soon
How it compares

Why a certifications spreadsheet fails an audit

ExpiryEdgeSpreadsheetHR inbox
Live who-is-qualified matrix

Manual

Reminders to holder and manager
Lead time long enough to book the course
Certificate document on the record

Scattered

Escalation when a certificate lapses
Reassign certificates when someone leaves

Manual

Covers contractors as well as staff

Manual

Per-site readiness view

Manual

Timestamped history of every reminder

Partial

One-click audit export (CSV / PDF / XLSX)

Manual

A spreadsheet tells you a date has passed. It cannot tell you who was told, when, or whether anyone booked the course.
Frequently asked questions

A certification belongs to a person. A first-aid certificate, an OSHA 30 card, a forklift ticket or an RN credential is earned by an individual, expires on their date, and goes with them if they change employer. A license to operate belongs to an entity - the company, the practice, the branch - and is issued by a state board, a city or a regulator. The two fail in different ways, so ExpiryEdge tracks them separately: certifications against people, licenses and registrations against the business. Most teams run both, and the same reminder engine drives each.

Anything a person holds that has an expiry date. Common ones: first aid, CPR and AED, OSHA 10 and OSHA 30, forklift, MEWP and IPAF, working-at-height and confined-space tickets, CSCS and trade cards, food safety and allergen training, fire marshal, clinical credentials such as BLS, ACLS and RN licensure, CDL medical certificates, background checks and drug screening dates, right-to-work documents and visa expiry, and annual refreshers. You can add custom certification types for anything specific to your sector.

Far enough to book the course. Work back from the course, not the certificate: the next open first-aid or CPR class is often weeks away, OSHA 30 is 30 hours of training that has to be scheduled around shifts, and clinical CE needs credits completed before the renewal is filed. The default cadence is 90, 60, 30 and 7 days before expiry, and you can extend the first alert to 120 days for certificate types with long lead times.

Yes. Credentials can be held against employees, subcontractors, agency workers and self-employed operatives in the same matrix. Sites that must verify every person present, regardless of who employs them, use this to check readiness before the crew arrives rather than turning someone away at the gate.

The record stays, the ownership moves. The leaver is archived with their full certificate history, which is what you need if an audit later covers the period they worked. Anything they were responsible for chasing - other people's renewals, a team's refresher schedule - is reassigned to a new owner in one click, and the reminder sequence continues without a gap. This is the failure mode that kills spreadsheet and calendar tracking: the reminders belonged to the person who left.

You decide per certificate type. The usual setup notifies the holder and their line manager together, on the channels they use - email, SMS, WhatsApp, Slack or Microsoft Teams. If the expiry date passes without a renewal being logged, ExpiryEdge escalates to a senior owner such as the EHS lead or the HR manager.

Yes. Filter the matrix by certificate, team, role or site and you get a list of the people who currently hold it, with anything expiring inside your chosen window flagged. Supervisors use this before publishing a roster; project managers use it before mobilising a crew.

Every certificate, renewal, reminder and escalation is timestamped, and the document itself is stored on the record. Export a certification report by person, team, site or whole organisation in CSV, PDF or XLSX. Because the log shows the state of each record on a given date, you can answer the harder audit question too: not only "is this person qualified now" but "were they qualified on the day the work was done".

Group people by site, region, project or cost centre. Each supervisor sees a readiness view for their own location; head office sees the roll-up across all of them, filtered by certificate type or by what expires in the next 30, 60 or 90 days. Where a credential is state-specific - a clinical licence, a state-issued trade card - it is held per person per state, so a worker licensed in two states has two records with two expiry dates.

Import your existing certification list from a spreadsheet in one pass, attach the current documents, and set the reminder cadence per certificate type. Most teams have a live matrix the same morning. A 14-day free trial with full access is available, no credit card required.

Know who is qualified before the shift starts

Import the certificate list, attach the documents, set the cadence. Free 14-day trial, no credit card.