CT Agency Suite for HR + training

Staff credential tracking that catches expirations early.

Stop running staff credentials out of a spreadsheet that nobody opens. The suite tracks active staff, credentials with expiration alerts, training hours by category and year, supervisor hierarchy, scheduling, and performance evaluations — all in one place, all with the audit trail auditors expect.

Apply for early access What's tracked

Expiration alerts: Surfaced 60 days out
Training hours: By category and year
Audit-ready: Auditor evidence built in

What gets tracked

Every staff record in one view

Replace the spreadsheet, the shared drive, and the reminder calendar with a single place that surfaces what needs attention.

Active staff and supervisor hierarchy
Credentials with expiration dates
Training hours by category and year
Scheduling and shift assignments
Performance evaluations history

Expiration alerts

60-day lead time

Audit trail

Every credential change tracked

Role-based

HR, supervisor, admin views

Connected

Linked to staff's consumers

Why this matters

When credentials live in a spreadsheet, expirations are discovered after the fact.

Most human services agencies track staff credentials in a spreadsheet that one person owns. The spreadsheet has columns for credential type, issue date, expiration date, and renewal status. It's diligently maintained right up until that one person is on vacation when a major credential expires — at which point the agency discovers it after a billing denial or a auditor finding.

CT Agency Suite makes credentials a first-class part of the staff record. Every credential has a tracked expiration date, and the platform surfaces upcoming expirations on the dashboard 60 days out by default (configurable). Training hours are tracked per category and per year so the annual reporting requirement isn't a December panic. Scheduling, supervisor hierarchy, payroll integration, and performance evaluations all live on the same record so HR doesn't bounce between five tools.

When a auditor asks for credential evidence, the platform exports a clean record per staff member: every credential, every renewal, every training hour with attribution. The credential audit trail is the kind of evidence that closes audits cleanly instead of triggering follow-up findings.

Why agencies move credentials onto the platform

Expirations surface early — 60 days, not after the denial
Training hours auto-aggregate — not December panic
One staff record — credentials, training, schedule, performance, supervisor
Audit-ready — auditor evidence is one export

Staff management capabilities

What the suite tracks for your staff.

Credentials with expiration alerts

Every credential has a tracked expiration date. The platform surfaces upcoming expirations on the dashboard 60 days out (configurable per agency or per credential type). HR sees what needs renewal; supervisors see who needs to step out for a renewal class.

Training hours by category and year

Training hours tracked per category (medication administration, behavioral supports, CPR/first aid, etc.) and per year. The annual training hours requirement isn't a December reconciliation panic — it's a running total visible all year.

Active staff list with supervisor hierarchy

Active staff with their supervisors, manager chain, role, hire date, status. Reorganizations don't break the data model — reassigning supervisors is a single action with audit history preserved.

Scheduling and shift assignments

Shift schedules connected to consumers and visits. When a worker is unavailable, the platform shows who's qualified to cover (credentials match) and when they're free.

Performance evaluation history

Periodic evaluations tracked per staff member with full history. Evaluations connect to training records and incident history so reviews have context, not just memory.

Payroll integration ready

Hours worked aggregate from EVV visits and scheduled shifts. Standard exports feed common payroll systems. Custom integrations are available for early-access partners with specific payroll stacks.

What it looks like in practice

A few ways teams use this.

HR Monday morning

HR opens the suite. Dashboard shows 4 staff with credentials expiring in the next 60 days, 2 with training-hour shortfalls compared to year-target, 1 onboarding pending document upload. The day's worklist is concrete and prioritized in 5 minutes. No spreadsheet to dig through.

Auditor reviews credential compliance

State auditor pulls a sample of 20 staff and asks for credential evidence. HR filters the staff view to those 20, exports the credential history per staff member — every credential, every renewal, every training hour with attribution. The auditor closes the credential review without findings.

Last-minute coverage need

A staff member calls out for a 2pm visit. Supervisor opens the suite, filters staff by 'available now' and 'qualified for service category' — three options surface, with their credentials confirmed current. One call covers the visit. The credential check that used to be 'I think Sarah's good for that' is now data-backed.

Frequently asked

Common credential management questions.

Can credential types be customized per agency?

Yes. Credential types are configurable per agency. Sensible defaults ship for common credentials (CPR, first aid, medication administration, state-specific certifications), but you add, remove, or rename credential types as your state and agency require. Each type has configurable renewal cadence and alert lead time.

How does the platform handle credential renewals that require uploaded documents?

Each credential entry can have associated documents (renewal certificates, training completion records, etc.) attached. Documents are stored with retention rules and audit log applied. The renewal workflow asks for the document upload as part of completing the renewal.

Can supervisors see only their direct reports' credentials?

Yes. Role-based permissions scope the staff view to what each role needs. Supervisors see their direct reports (and indirect reports per the hierarchy); HR sees all staff; senior leadership sees aggregated reporting. The audit trail tracks who accessed what.

Does the platform integrate with our learning management system (LMS)?

Standard imports for training records from common LMS exports. For agencies with specific LMS vendors, custom integrations are available for early-access partners. Training hours can also be entered directly in the suite if no LMS integration exists.

What happens if a credential expires before renewal?

The platform flags expired credentials prominently on the staff record and the dashboard. Configuration determines whether expired credentials block scheduling for affected service types — some agencies block automatically, others alert and let supervisors decide. Either way the audit trail captures the gap.

How does training-hour tracking work for state-specific requirements?

Training hour requirements vary by state and program. The platform supports per-state and per-program training-hour rules: required hours per category per year, with progress tracked against target. End-of-year reporting shows compliance status per staff member, per category, per requirement.

Stop chasing credential expirations from a spreadsheet.

Apply for the CT Agency Suite early-access program. We'll walk through your current credential setup and map a clean migration.

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