Track and manage employee expirations

The Envoy Global platform offers easy solutions for company users to track and manage employee expirations. Managing expirations is critical to ensure that visa extensions are opened on time and companies remain compliant. The legal teams will update expirations for employees as they work on active cases and notifications are automatically set to ensure companies are reminded as an employee expiration approaches. 

Setting employee expirations

If a company is new to working with Envoy Global, then we will work with them to gather all relevant documentation related to active employees to ensure existing expirations are set on their account. As casework is prepared, the legal team will work with the employee to ensure we have all updated documentation related to their visa status and ensure it matches their account profile. 

To access an employee profile, follow these instructions: 

1. Go to the Workforce Planner tile on the company home page
2. Click on the Employee Directory
3. Select the employee profile
4. Go to the Account tab on their employee account

Employees have access to view their expiration information but they do not have access to edit the status information. 

Once a status expiration is set, then a notifications is automatically tied to the status to ensure all relevant parties are notified when the expiration is approaching. We set custom notifications to each status to ensure it aligns with standards of when a case is recommended to be opened if an extension or change of status may be needed. 

Tracking-only for employees

New feature on September 3, 2026 

If a company would like to track an employee status, but the status does not require casework to be opened in Envoy Global, then a tracking-only status can be added. Please note that tracking-only statuses are not maintained by the legal team and are intended for companies who want to manage their own employee populations. 

Company users will need to work with their Account Management team to turn on the ability to update expirations before they can add a tracking-only status. 

To update a tracking-only status, follow these instructions: 

1. Go to the Workforce Planner
2. Employee Directory
3. Select the employee profile to update (to create a new employee account, visit the add a new employee article)
4. Select Account tab
5. Enter the visa status and select the Tracking Only checkbox. Add any applicable notes for the tracking-only status. 

Managing upcoming expirations

As employee expirations approach, email notifications will be sent to company users from noreply@envoyglobal.com to initiate extensions or other casework relevant to that employee. We recommend working with the legal team directly on any new case initiations or casework that may be needed prior to an upcoming expiration. 

The Workforce Planner feature in the Envoy Global platform allows company users to view recommended casework to be opened based on upcoming employee expirations. Recommendations will appear on the Cases to Open tab for upcoming extensions as well as employees that are eligible for permanent residency. Please note that these recommendations are only based on data available in Envoy Global for active employees. 

To open a new case for an employee with an upcoming expiration, click on the open case link under the Action Needed column. The case initiation modal will appear with steps to open the case including any applicable case fees. 

Need additional support? 

For employers, contact your Account Management team. For sponsored employees, start a live chat with the Envoy Global Customer Experience team from your Envoy Global account.