Admin Managers' Guide: How to Set Up Automated Training Reminder Notifications

Training reminders are automated to ensure maximum training completion and engagement. Managers can send out a monthly reminder email to active learners who have not completed assigned training within a specified time frame.

How to Set Up Automated Training Reminder Notifications

Follow these steps to enable and configure monthly system reminders:

Log in to your Admin Dashboard.
Navigate to the Settings section.
Select the Preferences tab.
Switch on Training Reminders.
Choose Monthly Recurrence, selecting either the 'First week' or 'Last Week' of the month.
Choose a specific day for the reminder.
Set the time that suits your preference.
Select a Time Zone from the drop-down menu.
Click Save.

Note on Scope: Once your Training Reminder notification has been set up, the setting will apply across all training campaigns going forward.

How the Reminders Work

The system sends reminders to any learners who have incomplete training, regardless of the campaign's end date.
The reminder isn’t tied to the campaign timeline itself, but rather to the learner's progress.
If a learner still has a module or video sitting incomplete, they will keep getting nudged monthly (based on your selected timing) until the assigned content is fully completed by the learner.

How to Preview the Training Reminder Notification Email

To see exactly what the automated email looks like:

From the Settings section.
Select the top System Emails tab.
Choose Learner Emails.
Click on the Learner Training Reminder email to preview.

For detailed guidance, explore our guide on Overview of System Emails.

Sending Customised Notifications (Manual Follow-Up)

If you need to send a targeted, customised reminder email outside of the automated system schedule, you must manually identify the non-completers and use your own email system for now.

To identify and extract the email addresses of learners with incomplete training across any campaign, please refer to the detailed steps in our FAQ: What should I do if a learner has not completed their training by the campaign end date?