Employee credential collection

Employee credential collection software with secure review

Employee credential collection software replaces vague email requests with a specific, traceable workflow. QualiRoster sends a secure request for one credential, accepts the worker’s document, presents extracted information for human review, and creates or updates the record only after approval.

How does the credential request workflow work?

An authorized user selects the worker and credential type, then sends a request. The worker follows a secure single-use link, submits the document, and sees a clear confirmation. The submission enters a review queue instead of immediately becoming an accepted credential.

What information can be extracted from a document?

When document extraction is configured, QualiRoster can propose visible fields such as credential name, number, issuing authority, issue date, and expiration date. The proposal is assistance, not an approval decision; the reviewer confirms or corrects the fields.

  • Ambiguous or missing fields stay visible to the reviewer.
  • Manual entry remains available when a document cannot be read reliably.
  • Uploaded files remain private and scoped to the organization.

Why separate submission from approval?

Separating submission from approval prevents a worker upload or extraction guess from silently changing the official record. It also gives administrators a clear place to reject an unsuitable document or correct data before acceptance.

Bring credential records and renewal work into one roster.

Start with CSV import, then connect documents, status, reminders, and review.

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