---
title: "How to Add Renewal Document "
url: "https://knowledgebase.xandapay.com/en/article/how-to-add-renewal-document"
language: "en"
last_updated: "2025-05-13T16:13:55.073Z"
---

# How to Add Renewal Document 

The Renewal Tracker tab in XandaPay helps track employee certifications, licenses, and other renewable documents. This feature ensures timely renewals and compliance with company policies.

## **Step 1: Navigate to the Renewal Tracker Tab**

1.  Log in to your **XandaPay** portal.
2.  Open the **Employees** module.
3.  Select the employee whose renewals you want to track.
4.  Click on the **Renewal Tracker** tab at the top.

![](https://cdn-assets.productfruits.com/d60b1d6c-7b5f-43ce-aada-f9f92b2e5688)

![](https://cdn-assets.productfruits.com/738fe0d6-0cb3-4bf8-9764-97a4ef32d5d4)

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## **Step 2: Understanding the Renewal Tracker Table**

The renewal tracker table consists of:

-   **ID**: A unique identifier for the renewal entry.
-   **Type**: The type of certification or document requiring renewal (e.g., Work Permit, Safety Training, Professional License).
-   **Expiration Date**: The date when the document or certification will expire.

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## **Step 3: Adding a New Renewal**

1.  Click the **New Renewal** button.
2.  Enter the necessary details:
    -   **Type** of renewal (e.g., WORK - Work Permit).
    -   **Expiration Date** (e.g., 03/27/2025).
3.  Click **Save** to add the new renewal record.

![](https://cdn-assets.productfruits.com/664303c4-cd2a-4f71-8b15-9551c8ca1950)

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## **Step 4: Searching and Filtering Renewal Records**

1.  Use the **Search** bar to find specific renewal records by entering keywords such as ID, type, or expiration date.
2.  Click the **Refresh** button 🔄 to update the list with any new records.
3.  Adjust the **number of records displayed per page** (default is 100).

![](https://cdn-assets.productfruits.com/0ef97c62-689f-4c20-bb79-d4a6e0212755)

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## **Step 5: Managing Expired or Upcoming Renewals**

-   Regularly check the **Renewal Tracker** to identify upcoming expiration dates.
-   If a certification is expiring soon, take the necessary steps to renew it and update the system.
-   Ensure employees are aware of their renewal deadlines to avoid non-compliance issues.

![](https://cdn-assets.productfruits.com/05dac705-b5b4-4cd4-9e1b-bb30e2b7d97f)

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## **Additional Notes**

-   Keeping renewals up to date ensures compliance with safety and regulatory requirements.
-   HR or admin users should frequently review the renewal tracker to prevent expired certifications from affecting employee qualifications.
-   Some renewals may require document uploads, which should be managed through the **Docs** tab.