Managing Document Expiry Dates
Overview
LEO HR helps you record and monitor important document expiry dates, ensuring essential documents remain current and reducing the risk of missed renewals.
Before you begin
You'll need:
- Owner, Senior or Manager access
- An employee record
Step 1 – Open the employee record
From the dashboard, select Employees and open the relevant employee profile.
Step 2 – Add document details
Record the relevant document information, including:
- Document type
- Issue date
- Expiry date
- Supporting document, where applicable
Step 3 – Save the record
Save the employee record to securely store the document information.
Step 4 – Monitor upcoming expiries
Review document expiry dates regularly to identify items that require renewal before they expire.
Best Practice
Keep supporting documents up to date and replace expired documents as soon as renewed to maintain accurate employee records.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email