Employee License Expiry

Peta

Is there any way we can enter Employee License expiry dates under each employee like you can do with Workcover for Suppliers? We are in the Building Industry and some of our employees need specialised licenses and to manage this easier and more effective it would be nice to pop reminders in..... any useful hints besides using a calendar?

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Peta

Thought that maybe the case. Thanks 👍

Acctd4

@Peta Would certainly be good to have employee licence/permit/cert fields! It's actually a common requirement, particularly for trades & professional services - Make sure you add this to the Reckon Ideas https://ideas.reckon.com/ so that others can vote for it too! (The more votes a request has, the more likely it will be considered in future updates)

Yes, as Zappy has said, utilising the Custom fields is the only current workaround - As mentioned, they are text fields by default but they are reportable/searchable. The key is deciding on a date format & sticking to it! Eg 21/02/22 v 21/2/22 v 21/2/2022. That way, although a search/report can't be date generated, you'll be able to search the Custom fields for a specific date.

Bruce

@Acctd4 is correct about using a rigid date format. I recommend 2022-02-21. Rationale being that this always sorts in date order wherever it is stored including in a field that might nominally be a text field.

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Acctd4

@Zappy It depends what filters/report you're using ...? Like other fields, it will only be visible in certain detail reports. (Must be user error then as it works for me! 😁)