Compliance and training expiry reminders

Purpose

 1.1. Automate notifications for staff compliance document renewals and mandatory training expiry, avoiding lapses.
 1.2. Ensure legal, regulatory, and food safety compliance for all employees.
 1.3. Minimize manual HR oversight, reducing operational errors and risks.
 1.4. Centralize tracking for certifications (e.g., food handling, alcohol service), issuing timely individual and batch reminders.

Trigger Conditions

 2.1. Scheduled check on staff document and training expiry dates (daily/weekly/monthly).
 2.2. New employee onboarding or new compliance/training entry.
 2.3. Edit/update/delete of compliance record.
 2.4. Expiry is due in X days (customizable window, e.g., 30/15/7/1 days).
 2.5. Failure to mark completion before expiry triggers escalation notification.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API; configure "Send Message" for staff phone numbers; set scheduled triggers for expiry reminders.

 3.2. SendGrid
  • Feature/Setting: "Send Email" API; dynamic templates with fields for staff name, expiry item, and due date.

 3.3. Slack
  • Feature/Setting: Incoming Webhooks or Bot API to DM reminders to employees/managers.

 3.4. Microsoft Teams
  • Feature/Setting: Graph API to send chat or channel messages; workflow triggers for staff role and expiry proximity.

 3.5. Gmail API
  • Feature/Setting: Auto-generate and schedule email reminders; use labels/filters for categories.

 3.6. Outlook 365
  • Feature/Setting: Office 365 API for sending calendar invites and email notifications before expiry dates.

 3.7. Google Calendar
  • Feature/Setting: Insert calendar events with reminder pop-ups for staff on document/training expiry.

 3.8. Zoom
  • Feature/Setting: Auto-schedule training re-certification webinars; send upcoming expiry alerts via Zoom chat.

 3.9. BambooHR
  • Feature/Setting: Employee data API; monitor certificate/training dates and trigger workflows.

 3.10. Workday
  • Feature/Setting: Custom reports extract expiry dates; webhooks trigger notification flows.

 3.11. Salesforce
  • Feature/Setting: CRM custom objects for staff compliance; Process Builder or Flows for reminders.

 3.12. Zapier
  • Feature/Setting: Scheduled Zap with Google Sheets or HR tool as trigger, action is multi-channel reminder.

 3.13. Asana
  • Feature/Setting: Setup recurring tasks for each expiry; API updates due dates and comments to assignees.

 3.14. Trello
  • Feature/Setting: Card due dates and notifications; Butler automation for escalating late reminders.

 3.15. Notion
  • Feature/Setting: Database with date properties; configure integrations to send reminder emails or notifications.

 3.16. Airtable
  • Feature/Setting: Base for staff qualifications; automations for reminder emails and SMS on approaching expiry.

 3.17. Monday.com
  • Feature/Setting: Automations for date fields; notification recipes to assigned users.

 3.18. Jira
  • Feature/Setting: Ticket generation via API for upcoming expiry, auto-assign to managers/admins.

 3.19. Webex
  • Feature/Setting: Teams API to post automated reminders in designated HR channels.

 3.20. Facebook Workplace
  • Feature/Setting: Bots send compliance/training expiry reminders to all relevant staff in chats/groups.

Benefits

 4.1. Ensures zero lapses in staff compliance and training.
 4.2. Reduces manual HR workload and operational overhead.
 4.3. Supports audit readiness with documented reminders.
 4.4. Multichannel notifications maximize staff response and coverage.
 4.5. Escalation workflows prevent compliance breaches.
 4.6. Full visibility of compliance status across multiple platforms.