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Training and compliance module assignment

Purpose

1.1. Automate the assignment of mandatory training and compliance modules to dialysis center staff, ensuring regulatory, safety, and procedural standards are systematically met.
1.2. Automates monitoring completion, reminders, and reporting for staff certifications, onboarding, annual refreshers, and procedure changes.
1.3. Streamlines HR coordination by automatedly tracking individual progress, expirations, renewals, and compliance deadlines.

Trigger Conditions

2.1. New staff onboarding into HRIS or EMR system.
2.2. Scheduled compliance renewal or certification expiry date.
2.3. Updated protocol or regulatory requirement notification.
2.4. Role, department, or shift change detected.
2.5. Manager or compliance officer assigns new training.

Platform Variants

3.1. Workday
• Function: "Onboarding Automation" — Set workflow with module assignment on employee creation.
3.2. SAP SuccessFactors
• API: "/learning/assignments" — Automates bulk module push based on department.
3.3. BambooHR
• API: "EmployeeChangeWebhook" — Triggers automated training assignment on profile creation/edit.
3.4. UKG Pro (UltiPro)
• API: “LearningAssignments” — Automate course push on status change.
3.5. Cornerstone OnDemand
• Feature: Learning Assignment Tool — Schedule rule-based automated course allocation.
3.6. Saba Cloud
• API: "AssignAssignments" — Automates compliance module for group/role.
3.7. Litmos
• API: "/users/{userId}/assigncourse" — Automatedly assign courses as HR events occur.
3.8. Docebo
• Feature: "Enrollment Automation Rules" — Set rules to automate module assignment.
3.9. Moodle
• Plugin: “Autoenrol cohort” — Automates module linking to cohort joins.
3.10. TalentLMS
• API: "/users/user_id/courses" — Automated course linking upon webhook trigger.
3.11. Google Workspace
• Script: Apps Script automation for onboarding checklist with automated training invites.
3.12. Microsoft Power Automate
• Connector: "Send email with assigned training module" using adaptive cards and Teams notifications.
3.13. Slack
• Function: Workflow builder — Automates DM reminders for assigned compliance modules.
3.14. Zoho People
• Feature: Automation Rule — Assign training module on role change or onboarding.
3.15. ServiceNow
• API: "Training Assignment Table" — Automate record creation/notification.
3.16. ADP Workforce Now
• API: “Onboarding” — Automated assign module based on new hire workflow completion.
3.17. Ceridian Dayforce
• Feature: Automated “Learning Assignment” on HR transaction event.
3.18. Oracle Cloud HCM
• API/Integration: "LearningModuleAssignments" — Automating via HR or compliance triggers.
3.19. Gusto
• API: "Onboarding Checklist" — Automated training step added to checklist.
3.20. Zendesk
• Automation: Trigger training ticket for new staff with course links.
3.21. Box
• Webhooks + API: Automate folder sharing with training resources when added to HR folder.
3.22. Salesforce
• Feature: Process Builder — Automated task to assign compliance e-learning.

Benefits

4.1. Automates compliance, reducing manual HR tasks and error risk.
4.2. Ensures all dialysis staff receive mandated training automatically without delay.
4.3. Automated reminders boost staff completion rates and audit readiness.
4.4. Centralizes compliance monitoring, allowing for automated alerting and reporting for management inspection.
4.5. Automator provides rapid scalability and easy adaptation to regulatory changes, making compliance automatable and sustainable over time.

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