HR Department
Compliance without the spreadsheets
An HR team tracked employee documents across several spreadsheets and checked every expiry date by hand each week, so missing or expired files were often found late.
Success story
The challenge and what we built
An HR team tracked employee documents across several spreadsheets and checked every expiry date by hand each week, so missing or expired files were often found late. We built a system that reads the latest HR records, checks each document against the rules for every role, flags anything missing or expiring within 30 days and sends a clear weekly report, with WhatsApp reminders before any deadline is missed.
Results
- 260+ hours a year saved
- 30 day warning before anything expires
- Weekly report sent automatically
Client details are kept confidential. Figures come from the project records and describe this specific project, not a guarantee for every business.
Before
- 20 to 28 hours a month checking documents
- Expired documents discovered too late
- Weekly reports compiled by hand
After
- 260+ hours a year saved
- 30 day warning before anything expires
- Weekly report sent automatically
Automations
Expiry tracking
Every document checked against role based rules.
Weekly report
Built and emailed automatically, issues highlighted.
WhatsApp alerts
Reminders at 30 days, 7 days and on the day.
Spreadsheet sync
Works straight from the team's existing sheets.
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