Reminders for mandatory training and certifications

Purpose

1.1. Automate sending reminders for staff about mandatory training and certifications to ensure continuous compliance with health, safety, and food handling standards required for Balinese restaurant operations.
1.2. Automates the scheduling and delivery of notifications for upcoming, due, or overdue training and renewals, reducing manual effort and risk of missing critical deadlines.
1.3. Supports automated tracking of staff completion status and escalates with automated follow-ups to managers if compliance is at risk.

Trigger Conditions

2.1. Trigger when a new hire is registered in the staff database requiring onboarding training.
2.2. Automate triggers based on approaching certification expiry dates (7, 3, 1 days before expiry).
2.3. Trigger for incomplete mandatory training by designated cut-off dates.
2.4. Automates recurring reminders for annual or semi-annual certifications.
2.5. Automate escalation trigger if previous reminders go unattended for 48 hours.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio’s Programmable Messaging API to automate SMS reminders to staff mobile numbers.
• Sample: Configure API endpoint POST /Messages with dynamic staff number and message body parameters.
3.2. SendGrid
• Feature/Setting: Automate email notifications via SendGrid Mail Send API.
• Sample: Use /mail/send endpoint with templated email and staff email variables.
3.3. Slack
• Feature/Setting: Automate direct reminders using Slack Incoming Webhooks or Chat.PostMessage API.
• Sample: POST to webhooks.slack.com/token with JSON body for targeted channel or user.
3.4. Microsoft Teams
• Feature/Setting: Automate scheduled notifications via Teams’ Incoming Webhooks.
• Sample: Automator sends JSON-formatted reminders to Teams-specific webhook URL.
3.5. Google Calendar
• Feature/Setting: Automate calendar events for training deadlines with Google Calendar API insert.
• Sample: Use /calendars/events/insert with summary, description, and attendee email.
3.6. Outlook 365
• Feature/Setting: Automates calendar entry creation and email notifications using Outlook Graph API.
• Sample: Use /me/events and /sendMail for events and reminders.
3.7. WhatsApp Business API
• Feature/Setting: Automate reminders through WhatsApp messaging.
• Sample: Automator sends POST requests to /v1/messages with staff contact and template.
3.8. Zapier
• Feature/Setting: Automates multiplex message routing to several platforms at once via Zap “Multi-Step” feature.
• Sample: Automate trigger-action mapping for each reminder event.
3.9. HubSpot
• Feature/Setting: Automate task and email reminders using HubSpot Workflow Automation.
• Sample: Configure Workflow to trigger tasks/emails on upcoming certification expiries.
3.10. Salesforce
• Feature/Setting: Use Process Builder to automate task creation, emails, and mobile push for reminders.
• Sample: Define Process with trigger on certification expiry fields.
3.11. BambooHR
• Feature/Setting: Automate reminders tied to employee training fields using BambooHR Webhooks.
• Sample: Configure webhook trigger on training record update.
3.12. Workday
• Feature/Setting: Automate tasks and notifications using Workday Studio Integrations.
• Sample: Set automated workflow on training certification expiration.
3.13. Trello
• Feature/Setting: Card creation via Trello API for pending training with due dates for follow-up automation.
• Sample: POST to /cards API with due, name, members params.
3.14. Asana
• Feature/Setting: Automate Asana task creation for reminders using Asana Tasks API.
• Sample: POST to /tasks with assignee, due_on, notes fields.
3.15. Monday.com
• Feature/Setting: Automate board item updates triggering notification automations via Monday API.
• Sample: Use mutation to create or update item and trigger automation.
3.16. Google Sheets
• Feature/Setting: Automate data logging of reminders, completion status, and escalation flags using Google Sheets API append.
• Sample: POST to /values/append with training log data.
3.17. Mailgun
• Feature/Setting: Automate personalized email reminders through Mailgun Messages API.
• Sample: POST to /messages with from, to, subject, and body params.
3.18. ClickSend
• Feature/Setting: Automate SMS notifications through ClickSend SMS API.
• Sample: POST to /sms/send with recipient and message.
3.19. Pushover
• Feature/Setting: Automate push notifications to staff mobile devices using Pushover Messages API.
• Sample: POST to /messages with user key, token, and reminder body.
3.20. Google Chat
• Feature/Setting: Automate room notifications or direct alerts with Google Chat Webhooks.
• Sample: POST reminder JSON to Chat webhook URL.
3.21. Freshteam
• Feature/Setting: Automate email/SMS reminders for training schedules via Freshteam Workflows and Notifications.
• Sample: Configure workflow to auto-send reminders by date.
3.22. Zoho People
• Feature/Setting: Automates scheduled emails using Zoho People Reminders & Alerts system via API.
• Sample: Configure API trigger for expiring training assignments.

Benefits

4.1. Automates the oversight of compliance tasks to keep the restaurant fully certified and penalty-free.
4.2. Automation ensures no staff misses critical training windows, reducing liability risks.
4.3. Automator enables scalable reminders with personalized content for each staff member.
4.4. Automated escalation ensures persistent non-compliance is flagged and addressed early.
4.5. Automating reminders improves HR efficiency and reduces human error in staff management.