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How to alert managers when staff do not complete assigned policies, courses or surveys
Within the platform, assigned Supervisors and Managers can be alerted on the relevant Monday if the staff they manage have not completed their assigned content on time.
Once enabled, all required Supervisors and Supervisor Managers will receive an email outlining the staff who are currently non-compliant.
Users will appear on this list if:
- They have received all email alerts and have not completed the content (Send Now), or
- The content assigned to them has been available for 30 days and is still not completed (Send Later).
To enable this functionality:
- Navigate to Settings > Notifications > Alerts > Management Emails > Enable Email Alerts.
Additional configuration settings are available to allow you to further customise the recipients and the content of the email.
- Send Email To: By default, this is set to Supervisor & Supervisor Manager. You can adjust this so that only the user's direct supervisor is alerted.
- Email Frequency: The default is Monthly, but you can change this to Weekly.
- Content Type: By default, both Mandatory and Optional will be selected. You can omit one if required.
A sample email is shown below. To customise it:
- Navigate to Settings > Notifications > Email Templates.
- Locate the Supervisor Alerts email template from the Choose Template drop-down and make any required updates.
- Supervisors can be assigned to Email-based and Federated users within the User Management area.
- For SCIM users, this will be completed at your Identity Provider level.
- ⚠️ This functionality is not available to AD Sync users.