Sequence auto-expiration allows you to set a policy that automatically expires certain steps in a sequence after a defined period of time. This is particularly useful for compliance-related steps such as document uploads, background checks, and e-learning courses that need to be renewed regularly.
Auto-expiration is configured at the sequence level. When editing a sequence, navigate to the expiration settings section and toggle on auto-expiration.
There are two ways to set the expiration timeline:
Relative expiration
Steps expire a set number of days, months, or years after the sequence is finished by the user. For example, you can set steps to expire 12 months after the user completes the sequence.
Fixed-date expiration
Steps expire on a specific calendar date you choose, regardless of when the user completed the sequence.
When the expiration policy triggers, the following happens:
Steps that are not expirable (such as Interview, Training, or Custom steps) are not affected by the expiration policy.
From the sequence details view, you can access the Expiration Report to see which steps have expired across all users. Admins can also set, update, or clear per-profile step expirations individually from the user's sequence panel if needed.