People and HR · Live demo
Licence and certification expiry reminders for car dealerships
Reminds staff and their managers before a driver licence, refrigerant licence, inspector appointment or training record runs out, collects the renewed copy and updates the register.
Talk to Tess at Totara Bay Motor Group
Totara Bay Motor Group is made up. Tess is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Licence and certificate dates live in a spreadsheet the people advisor updates when she remembers. A valet's licence lapses, or a technician's EV training runs out, and nobody notices until a manager asks.
How it works
- Reads expiry dates from the register in Employment Hero
- Sends reminders 60, 30 and 7 days out, copying the manager at 30 and 7
- Collects the renewed copy and checks the name and new date match
- Attaches it to the person's record for the people advisor to verify
- Tells the manager the same morning if anything expires, and leaves the next step to them
What it connects to
- Tyler (valet, Penrose)Got a text saying my licence expires soon. I renewed it last week.
- AgentThanks, Tyler. Your licence on file expires on Thursday 5 November. Can you send me a photo of the new card or the renewal receipt?
- Tyler (valet, Penrose)Here's the receipt.
- AgentGot it. The name matches and it shows a new expiry date, so I've attached it to your record and stopped the reminders. Ben Cho will mark it verified.
Illustrative conversation. Names, numbers and details are made up.
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