JobTorq / People & qualifications

THE EXPIRY DATE
SHOULDN’T BE A SURPRISE.

Keep licences, qualifications, training dates and supporting documents against the person. Bring renewals into view before they become an urgent job.

BEYOND THE STAFF SPREADSHEET

A date in a cell
doesn’t start a renewal.

A spreadsheet may hold the expiry date, while the certificate sits in an inbox and the course booking is somewhere else. Keeping that information current depends on somebody remembering to look.

JobTorq brings each person’s credential, issuer, number, evidence and expiry into one record. Choose how far ahead to start reminding — 180 days by default — and see credentials inside that window on Home.

Licence renewalIllustrative record
SW

Sam Wilson

Forklift licence

Start renewal
Reminder window
Expiry
Expiry date
23 March 2027
Start reminding
180 days before expiry
Evidence
Licence-front.jpg ↗
Renewal status
In progress
Give renewals a place in the workday, before they become urgent.

Less administration
around the evidence.

Read the document into a draft

Choose manual entry or upload a photo or PDF. AI can extract credential details for review, with the source attached. Check every name, number and date before saving.

Keep training alongside qualifications

Record course dates and providers against the person. Retain the evidence with the record so future enquiries do not depend on somebody’s inbox.

Follow renewals through

Mark a renewal in progress, then record the replacement credential. The previous credential remains available in history rather than being overwritten.

SENSITIVE INFORMATION

Useful records.
Controlled access.

Employee notes and credentials need more care than a general job update. Private personnel records are administrator-only and use additional encryption for their contents and attachments.

Record notes with reusable types, such as training follow-up, so administrators can find the relevant entries later. Search by title, issuer or number, and open older records as you need them.

Only collect information your organisation is authorised to hold. The Privacy Policy explains how workspace records and AI processing are handled.

Add qualificationIllustrative workflow
↗ Certificate.pdf

Review the extracted details

The original stays attached.
You decide what is saved.

Useful to know

A few practical
questions.

Can reminders start earlier or later than 180 days?

Yes. Set the reminder window for each credential. A long lead time can help where refresher courses or bookings need arranging in advance.

Does AI verify whether a licence is genuine?

No. It extracts information from the supplied document into a draft. Your organisation must verify authenticity, validity and suitability for the work.

Who can see private employee records?

Administrators, including authorised owner support administrators, can access private personnel records. General workers do not gain access to those records simply because they appear in the People list.

See what changes when
the records are connected.

Why JobTorq