Automated reminders for training and certifications renewal

Purpose

1.1. To automate training and certification renewal reminders for all foundry employees, ensuring compliance with regulatory, safety, and skills requirements.
1.2. Automates identification of upcoming expiry dates for mandatory certifications and schedules reminders according to contractual or legal timeframes.
1.3. Automates updates to HR records and escalates overdue items to supervisors, automating workforce skills management and minimising manual oversight.

Trigger Conditions

2.1. Automated trigger when a training or certification entry approaches set expiry (e.g., 30, 14, 7, 1 days in advance).
2.2. Automation starts on creation or update of employee certification records in HRIS or LMS.
2.3. Automatedly triggers on lapse or missed renewal window.

Platform Variants

3.1. Microsoft Outlook
• Feature/Setting: Automate calendar event reminders using Graph API and automated scheduled emails.
3.2. Google Calendar
• Feature/Setting: Google Calendar API, configure automated event notifications and auto-email reminders.
3.3. Slack
• Feature/Setting: Use Slack Reminders API to automate direct messages for upcoming expiries.
3.4. Salesforce
• Feature/Setting: Automate process builder flows and custom notification triggers for user tasks.
3.5. SAP SuccessFactors
• Feature/Setting: Automated workflow rules for learning management expiry notifications.
3.6. Workday
• Feature/Setting: Automate task alerts with Workday Report-as-a-Service (RaaS) API.
3.7. BambooHR
• Feature/Setting: Configure webhook triggers and automated reminder emails for expiring certifications.
3.8. Asana
• Feature/Setting: Asana API, automate task assignments and reminders for training renewal actions.
3.9. ServiceNow
• Feature/Setting: Flow Designer automates notifications and escalations for compliance deadlines.
3.10. Twilio
• Feature/Setting: Programmable SMS API for automated SMS notifications to employee devices.
3.11. SendGrid
• Feature/Setting: Automate bulk and triggered email reminders via Mail Send API.
3.12. Microsoft Teams
• Feature/Setting: Graph API for automated messages to individuals or channels about expiring requirements.
3.13. Zoho People
• Feature/Setting: Automated HR workflows for alerting and reporting on upcoming renewals.
3.14. Trello
• Feature/Setting: Trello API, automated card creation with expiry checklists and due reminders.
3.15. Monday.com
• Feature/Setting: Custom automation recipes for scheduled reminders and overdue escalations.
3.16. HubSpot
• Feature/Setting: Workflows for automating notification emails tied to contact records.
3.17. Outlook 365
• Feature/Setting: Automated task reminders using Office 365 Mail API and calendar events.
3.18. Gmail
• Feature/Setting: Gmail API, automatedly send, label, or forward training notification emails.
3.19. Zoho CRM
• Feature/Setting: Automate follow-up reminders through custom workflow rules for contacts/employees.
3.20. Jira
• Feature/Setting: Jira automation rules to create issues and reminders for certifications coming due.
3.21. Oracle HCM
• Feature/Setting: Automated alerts and renewal notifications using Oracle HR cloud workflow settings.
3.22. ClickUp
• Feature/Setting: Automate reminder tasks and notifications for employee certification lists.
3.23. Notion
• Feature/Setting: Notion API automates page reminders linked to expiry databases.

Benefits

4.1. Automates renewal tracking, reducing administrative manual work and error risk.
4.2. Automated reminders ensure legal compliance and workplace safety.
4.3. Automating reminders improves skills management and employee responsibility.
4.4. Automation enables scalable management as workforce size or regulatory demands grow.
4.5. Automator reduces missed renewals with multi-channel, multi-frequency alerts.
4.6. Automation provides audit trails and reporting for compliance inspections automatedly.