Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access level: Admin
If an employee has not completed a certification, you can send a reminder email to the employee's email address. To do this, you will create a certification report, find the relevant employee and certification, and then send a reminder email.
The email address where the notification is sent is the one entered in the employee's file. You can learn how to change this in this article.
Getting started
Send certificate reminder to employee(s)
- Click the Reports menu.
- Click the Compliance tab.
- Click the Certifications box.
- Click on the View full report button.
- To ensure the Certifications table displays your required information, select from the following filters:
-
Status
Helpful Hint
In the Status dropdown menu, you can select the Outstanding filter. This makes the Certifications table display all personnel with outstanding certifications.
- Type
- Issue Date
- More
-
- Do one of the following:
- Tick the checkbox beside the one or more individuals you want to remind, then click the Remind selected employees button.
- Select no individuals and click the Remind all personnel button.
- Tick the checkbox beside the one or more individuals you want to remind, then click the Remind selected employees button.
- A popup saying Success: reminder email sent will appear, confirming that the individual(s) have been reminded.
Explore related content
- Managing your organization's certification settings. This feature allows you to add your organization's certification requirements to your HR platform.
- Managing assigned certifications. This feature allows your employees to complete their assigned certifications and update the data if a record expires.