Training Expiry Reminder
Installing this workflow tells Sense to watch every employee's training expiry dates and email admins 7 and/or 30 days before a certification lapses, so refreshers get booked before anyone's qualification runs out.
How it works
Turn on training expiry tracking then let Sense remind admins before certificates lapse
To use the Training Expiry Reminder workflow, simply switch it on from the Workflow Hub.
Then, every time an employee's training record moves inside the 30 day and 7 day windows before its expiry date, Sense will automatically check it against the reminder rule.
If a certification is due to expire, then admins get an email and a Sense task naming the employee and the training record, so a refresher can be booked before it lapses.
More compliance workflows
See all compliance workflows
Common questions
What kicks this workflow off?
A training record on an employee's profile reaching its 30 day or 7 day mark before the expiry date on file.
Who gets notified?
Admins, by email and a matching Sense task.
How far ahead does it warn us?
Twice: 30 days before the training is due to expire, and again 7 days before, so there's time to book a refresher.
Can we change the timing or who's notified?
No. Training Expiry Reminder uses Sense's fixed 7/30 day schedule and notifies admins; it isn't a configurable workflow.