Changelog

Redesigned Employee Portal

We've rebuilt the employee portal from the ground up so the people who hold documents can see exactly what needs attention and act on it in a few clicks.

What you can do:

• Start on a home dashboard that leads with an "action required" list of expired, expiring, missing, and rejected items, each with days remaining and a direct button to renew, upload, or re-submit.
• Work a single My Tasks list that combines pending policy acknowledgements with expiration items, and see the admin's reason when something is returned for changes.
• Complete onboarding through a guided, multi-step form with a "does not expire" option, custom fields, and saved drafts, then set your own reminder preferences (for example 30, 14, or 7 days ahead).

Employees reach all of this from their portal home screen. It now works on tablet and phone, and it includes a dedicated accessibility pass covering keyboard navigation, visible focus states, screen reader labels, and color contrast.

Your existing documents, renewals, and policy acknowledgements are unchanged.

Read the full release notes: https://www.expirationreminder.com/changelog/employee-portal-redesign

We have expanded what you can change in bulk and taught the list views to hold onto your setup, so working through large numbers of records takes far fewer clicks.

What you can do:

• Bulk edit the Company field on expiration items instead of opening each record one by one.
• Bulk restore items from the Recycle Bin in a single action, rather than restoring them individually.
• Click a filter bubble to edit that filter directly, instead of removing it and rebuilding from scratch.
• Filter by Location on both the expiration item and contact list views, with locations now sorted alphabetically.

Your list views also remember column widths after you navigate away, keep filters and results in place after you close a record, and hold the details panel header visible while you scroll across contacts, expiration items, locations, and equipment. You will now see a confirmation prompt before removing a related item in the preview sidebar, so an accidental click no longer breaks a link.

Your existing views and filters are unchanged.

Read the full release notes

A bell icon in the header now shows an unread count and gives you one place to see everything that needs your attention, without leaving the page you are on.

What you can do:

• See an unread badge on the bell icon from any page, updating in real time as new activity comes in.

• Open the dropdown to browse Unread, All, and Trash tabs, with bulk actions to mark several notifications read or clear them at once.

• Click any notification to jump straight to the record it refers to.

• Open the full page at /notifications to filter, sort, and page through your history.

• Mute specific notification types, and receive a daily email digest of anything still unread.

Notifications fire when a reminder is sent on your behalf, when a signature document is completed, declined, expired, or voided, and when a contact replies to a reminder by email or SMS. Look for the bell in the main header. Your existing email reminders are unchanged; this adds a new surface rather than replacing anything.

Read the full release notes