People Development
Reminders by email
対象事務
A daily run sends a reminder one week before the deadline and weekly afterwards; when overdue, the manager is reminded too.
目的#
Deadlines only help if someone reminds people of them.
使い方#
- 1Nothing to do: a daily run sends the reminders by itself.
- 2By hand: under “Assignments” or “My team” click “Remind”.
- 3If the feature is off, the deadlines remain visible, only no emails are sent.
設定とスイッチ#
- テナントごとに切替可能既定：オンモジュール：Mitarbeiter-Onboarding
What the daily run does — in this order#
- Take over course completions (nobody is reminded of something they finished yesterday).
- Assign new employees their automatic learning paths.
- Expiring mandatory training: open the next cycle.
- Remind: “due soon” once, seven days before the deadline; “overdue” every seven days after the deadline, then also to the manager; a new refresher cycle announces itself once.
Test addresses and accounts without an email address receive nothing — they are noted as “skipped”.
ヒント#
- Every attempt — sent, skipped, failed — is logged; the log is in the audit report.
関連する機能#
- Mandatory training & refreshersMandatory instruction with validity, automatic refresher 30 days before expiry, fulfilment status per employee and audit report as CSV.
- Assignments with deadline, buddy and mentorGive learning paths to individual people, whole units or roles — with start, deadline, buddy and mentor; overdue ones at a glance.
背景知識
- Onboarding checklist: every step from contract to day 90A complete onboarding checklist by phase and owner — from contract and equipment through the first day to the closing conversation after 90 days.
- Refresher intervals for mandatory training: an overviewWhich refresher intervals for briefings and training are actually written in German law and accident prevention rules — and where it only says “regularly”.