Available for the following plans: Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
If an employee has not completed a certification, you can send a reminder email to the employee's email address. To do this, you will create a certification report, find the relevant employee and certification, and then send a reminder email.
The email address where the notification is sent is the one entered in the employee's file. You can learn how to change this in this article.
Getting started
- Click the Reports menu.
- Click the Compliance tab.
- Click the Certifications box.
- To ensure the Certifications table displays your required information, select from the following filters:
-
Status
Helpful Hint
In the Status dropdown menu, you can select the Outstanding filter. This makes the Certifications table display all personnel with outstanding certifications.
- Type
- Issue Date
- More
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- Do one of the following:
- Tick the checkbox beside the one or more individuals you want to remind then click the Remind selected employees button.
- Select no individuals and click the Remind all personnel button.
- Tick the checkbox beside the one or more individuals you want to remind then click the Remind selected employees button.
- A popup saying Success: reminder email sent will appear, confirming the individual(s) have been reminded.
Explore related content
- Manage your organisation's certification settingsThis feature allows you to add your organisation's certification requirements to your platform.
- Manage assigned certificationsThis feature allows your employees to complete their assigned certifications, and update the data if a record expires.