Replace the HR spreadsheet that's six months out of date. This agent maintains a central registry of every employee credential — OSHA, CDL, ServSafe, RN, contractor licenses, forklift certs — monitors expiration dates, fires proactive 90/60/30/7-day alerts, and generates audit-ready compliance reports the moment OSHA, your insurer, or a client asks. ## What's included - **Universal credential catalog** — Safety (OSHA 10/30, CPR, forklift, HAZMAT, LOTO, fall protection); Transportation (CDL A/B/C, DOT medical, endorsements); Food service (Food Handler, ServSafe Manager, alcohol service); Healthcare (RN, LPN, CNA, BLS/ACLS, DEA); Trades (general/electrical/plumbing/HVAC contractor, journeyman, crane operator, welding AWS/ASME); plus user-defined cert types via "Add cert type [name]" - **Employee + cert registry** — single record per employee with department, position, status, full cert history (issuer, number, issue date, expiry, renewal CEUs, document URL) - **Escalating expiry alerts** — 90-day (plan renewal), 60-day (schedule training), 30-day (firm reminder), 7-day (escalation to manager); per-cert configurable cadence - **Audit-ready reports in seconds** — compliance snapshot by department, by cert type, by individual; OSHA inspection report; insurance renewal documentation pack; client RFP "certified staff" attachment - **Renewal workflow** — captures CEU completion, new cert numbers, document uploads; updates registry; auto-cancels expiry alerts when cert renewed - **Dashboard view** — counts of expired / expiring 30d / expiring 90d / current; color-coded by department; "what needs my attention this week" - **State-aware logic** — CDL renewal cycles, state nursing license cycles, state contractor license cycles all baked in - **Multi-site rollups** — separate site/location views with consolidated company-wide compliance ## Limitations - **Not the issuing authority** — tracks credentials issued by OSHA-authorized trainers, state boards, NREMT, ServSafe, etc.; doesn't issue certifications itself - **Not an LMS** — pairs with your training vendor (360training, ClickSafety, Relias) for actual course delivery - **Not legal counsel** — flags compliance risk; complex OSHA citations or licensure disputes need an employment attorney - **Not a payroll/HRIS** — pairs with Gusto / Rippling / ADP; this is the credential layer specifically - **U.S.-regulator-focused** — Canadian + UK + AU certification regimes differ entirely ## Best fit HR managers, safety officers, and operations leaders at any company with licensed or certified employees — construction firms (10-200 employees), restaurants (Food Handler + ServSafe across 50+ staff), healthcare practices, transportation companies, warehouses, childcare centers, contractors. Especially valuable for businesses where a single expired cert = stop-work order, failed inspection, or insurance non-renewal — the 90-day renewal lead time alone prevents the most expensive HR mistake (discovering an expired cert only when the regulator does).
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