To get set-up, there you'll need to set your Expiration Tracking settings.
Steps to Set-Up Expiration Tracking
From the sidebar, click on Settings
Click on Company
Click on Expirations
Click on Edit
Under Expiration Tracking:
Click Enable to turn on expiration tracking
Set your notification rules:
These notifications automatically alert the selected recipient before a document expires, based on the schedule you configure. Notifications can be sent via email or SMS, depending on the recipient.
Select the Category
Enter the Days Before (when the notification should be triggered)
Select the Action (SMS or Email: SMS is only available for drivers and notifications to employees are sent via email only)
Select the Recipient (Applicant or Employee)
To add another notification step:
Click Add notification and repeat the set-up
Click on the trash icon, if you want to delete it
Click Save
Log out and log back in to apply the changes:
Click on your name in the top right corner, and then click Log out.
Log back in.
10. After logging back in, you will see the Expirations option in the sidebar. (See: How to Manage Expiration Tracking in Double Nickel).
Backfill Existing Applicants
After saving your settings, you can apply them to existing applicants.
Under Backfill, click Run
Review the number of applicants that will be affected
Click Continue to confirm
This will create expiration trackers for existing drivers based on your current notification schedule.
What will be processed:
Hired drivers with active status only
The most recent document per category with an expiration date
Non-renewed, active documents only
Categories included in your notification schedule
Important:
Documents that already have an active tracker will be skipped
Safe to run multiple times, already tracked documents will not be duplicated
If no trackers are created, it means all eligible documents are already being tracked
After running backfill, you can view the results in the Expirations page (See: How to Manage Expiration Tracking in Double Nickel).
Now you can configure expiration tracking and apply it across both new and existing drivers!
Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.