ClayHR

Elevate Your HRIS with Intelligent Credential Tracking

ClayHR is an award-winning, cloud-based Human Capital Management platform that helps mid to large enterprises manage the complete employee lifecycle—from recruitment and onboarding to performance management and beyond. With 100+ out-of-the-box integrations, global multilingual support in 15+ languages, and 24/7 live customer service, ClayHR serves organizations across six continents who need flexible, powerful HR technology. The integration with Expiration Reminder adds a critical layer of automation to your HR operations: ensuring that employee certifications, licenses, and training credentials never expire without warning.

Many organizations choose ClayHR for its configurability and robust feature set, but struggle with the manual effort required to track time-sensitive credentials across a large workforce. Driver's licenses, professional certifications, safety training, security clearances, and industry-specific credentials all have expiration dates that can lead to compliance violations, operational disruptions, or legal liability if they lapse. By connecting ClayHR with Expiration Reminder, you eliminate this risk through automated tracking and proactive notifications that ensure your team always knows what's expiring and when.

Key Benefits

• Automated credential syncing from ClayHR's employee records - Employee certifications, licenses, and training data stored in ClayHR automatically sync to Expiration Reminder, eliminating manual tracking and reducing the risk of human error.
• Proactive multi-channel renewal notifications - Receive alerts via email, SMS, or in-app notifications before credentials expire, with customizable notification schedules that give you adequate time to complete renewals or arrange training.
• Leverage ClayHR's global infrastructure with localized compliance tracking - Whether your workforce spans multiple countries or operates in a single jurisdiction, track region-specific credential requirements and ensure compliance with local regulations.
• Integration with ClayHR's performance and learning management systems - When training certifications approach expiration, automatically trigger learning management workflows to schedule renewal courses, ensuring employees complete required training before credentials lapse.
• Instant audit-ready reporting and compliance documentation - Generate comprehensive reports showing certification status across departments, locations, or the entire organization—perfect for responding to audits, regulatory inquiries, or client compliance requests.

How It Works

The Expiration Reminder and ClayHR integration leverages ClayHR's open API platform to create a seamless connection between your HR system and your compliance tracking workflow. Once you establish the integration, employee credential data from ClayHR—including certifications, licenses, permits, and training records—automatically syncs to Expiration Reminder based on your preferred schedule.

Expiration Reminder's intelligent system continuously monitors all synced credentials and tracks approaching expiration dates. When a credential nears expiration, the platform sends customizable alerts to designated recipients—whether that's the employee themselves, their direct manager, your HR team, or a compliance coordinator. You control the notification timeline, so if your organization needs 90 days to process a complex license renewal, you can configure alerts to start well in advance.

The integration also includes AI-powered document scanning capabilities. When employees or HR staff upload credential documents to ClayHR's document management system, Expiration Reminder can automatically extract expiration dates from PDFs and images, eliminating tedious manual data entry. This is particularly valuable for organizations managing hundreds of different credential types where manually entering each expiration date would be prohibitively time-consuming.

Use Cases

Government Agencies Managing Security Clearances: A federal agency uses ClayHR to manage HR functions for 1,200 employees across multiple departments. Many positions require active security clearances that must be renewed periodically. The Expiration Reminder integration tracks all clearance expiration dates and sends alerts six months in advance, giving HR sufficient time to initiate renewal processes. The automated tracking has eliminated situations where employees lost access to sensitive systems due to lapsed clearances, maintaining operational continuity and security compliance.

Healthcare Systems Tracking Clinical Credentials: A regional healthcare system with 15 facilities uses ClayHR to manage 3,500+ employees, including physicians, nurses, and allied health professionals. Each clinician holds multiple licenses, DEA registrations, board certifications, and specialty credentials—many with different expiration dates. The ClayHR and Expiration Reminder integration provides a centralized dashboard showing all credential statuses, sends renewal reminders to individual clinicians, and generates compliance reports for accreditation surveys. This automation has reduced administrative burden on the credentials office by 40% while improving compliance rates.

Financial Services Firms Maintaining Professional Licenses: A wealth management firm with 200 financial advisors uses ClayHR for HR and the Expiration Reminder integration to track professional licenses and certifications required by FINRA and state regulators. Each advisor holds multiple credentials (Series 7, Series 63, CFP, etc.) with different renewal cycles and continuing education requirements. The integration ensures the compliance team receives timely notifications before any license expires, preventing regulatory violations that could result in fines or advisors being unable to serve clients. The firm's audit preparation time has decreased significantly since implementing the integration, as compliance reports are generated instantly rather than compiled manually from spreadsheets.

Getting Started

Connecting ClayHR with Expiration Reminder is a straightforward process that typically takes less than 20 minutes. You'll need administrator access to both platforms to authorize the integration through ClayHR's API. During setup, you can configure which employee data fields and credential types to sync, establish notification preferences and timelines, and set up user permissions for who can view and manage tracked credentials.

Ready to eliminate the spreadsheet burden of credential tracking? Start your free trial of Expiration Reminder today and discover how automated compliance management transforms your HR operations. Your team will appreciate the proactive alerts, your auditors will love the instant reporting, and you'll enjoy the peace of mind that comes from knowing nothing will slip through the cracks. Never miss a deadline again—connect ClayHR with Expiration Reminder and make credential tracking effortless.