Purpose
1.1. Ensures ABA therapy staff complete mandatory compliance training on schedule, meeting healthcare and regulatory requirements.
1.2. Minimizes legal/operational risk by providing proactive, automated reminders and escalating overdue notifications.
1.3. Updates staff training records in real-time, centralizing compliance status for HR and management review.
1.4. Integrates with HR, LMS, communication, and scheduling tools to create a fully automated compliance ecosystem.
1.5. Frees administrative resources from manual follow-ups, offering scalable, recurring alert cycles.
Trigger Conditions
2.1. Upcoming compliance training due dates approach within a preset timeframe (e.g., 14/7/1 days before due).
2.2. Overdue training not completed by staff past deadline.
2.3. New staff onboarded, requiring initial compliance modules.
2.4. Regulatory requirement updates mandate new training completion for all or specific staff segments.
2.5. Role or credential change for an employee that triggers new training requirements.
Platform Variants
1. SAP SuccessFactors
• Feature/Setting: LMS Integration API; configure scheduled compliance report export and webhook for alert initiation.
2. Workday
• Feature/Setting: Workday Studio–Reporting API to poll LMS assignments and trigger outbound notifications on threshold met.
3. BambooHR
• Feature/Setting: Webhooks for employee hire/change events; Custom Fields API for storing next compliance date.
4. ADP Workforce Now
• Feature/Setting: Event notifications configured for new employees/assignment changes; Document Cloud for tracking proofs.
5. Paychex Flex
• Feature/Setting: Notifications and reporting API; schedule compliance report download and staff alerts.
6. Google Workspace
• Feature/Setting: Google Calendar Events API with scheduled events; Gmail API for templated notifications.
7. Microsoft Outlook
• Feature/Setting: Microsoft Graph Calendar API for reminders; Mail API for custom alert messages.
8. Slack
• Feature/Setting: Incoming Webhooks for direct staff/channel alerts; Scheduled Messages via API.
9. Microsoft Teams
• Feature/Setting: Teams Bot Framework to send task reminders; Graph API integration for recurring compliance tasks.
10. Twilio SMS
• Feature/Setting: Messages API with scheduled SMS reminders; optional escalation sequences.
11. SendGrid
• Feature/Setting: Marketing Campaigns API for batch email reminders; Event Webhook for delivery/tracking.
12. Mailgun
• Feature/Setting: Scheduled Email API for compliance reminders; Webhook for undelivered mail escalation.
13. HubSpot
• Feature/Setting: Workflow Automation tool to trigger email/SMS when contact property "Compliance Due" changes.
14. Salesforce
• Feature/Setting: Process Builder and Flow for automated compliance reminders; custom object for tracking.
15. Zoho People
• Feature/Setting: Automation rules for upcoming training reminders; Zoho Flow for sequence chaining.
16. Monday.com
• Feature/Setting: Date/Deadline Column triggers via Automations; Email Integration for bulk reminders.
17. Asana
• Feature/Setting: Rules to send reminders for due/overdue tasks; API to update compliance task status.
18. Trello
• Feature/Setting: Due date automation with Butler; Integration with email/SMS bots for alerts.
19. Smartsheet
• Feature/Setting: Automated Alerts & Actions for date-driven compliance; update status with API.
20. ClickUp
• Feature/Setting: Automations for scheduled tasks; notifications and reminders API for staff.
21. DocuSign
• Feature/Setting: API for compliance policy document distribution and signature reminders.
22. Zendesk
• Feature/Setting: Triggered notifications to staff based on ticketing for overdue compliance.
23. ServiceNow
• Feature/Setting: Flow Designer for HR onboarding and compliance task reminders via ServiceNow API.
24. Freshservice
• Feature/Setting: Workflow Automator for compliance deadline reminders; webhook to alert channels.
Benefits
4.1. Ensures 100% timely compliance, reducing HR manual workload.
4.2. Protects practice from regulatory risks and fines due to missed deadlines.
4.3. Centralizes and auditable training compliance for management and accreditation reviews.
4.4. Improves staff accountability and professional development consistency.
4.5. Scalable to any team size; adapts to new regulatory or HR requirements instantly.
Staff Management & HR