Summary: HandsHQ Training Register sends you regular emails when required training is about to expire, meaning you will never miss any training again. The system also colour-codes the training status within the personnel section. This can be customised on a course-by-course basis.
The following email types are sent:
Weekly summaries and expiry
Daily summaries and expiry
Booking confirmations and reminders
Personnel allocation limit reminders
eLearning credit limit reminders
In this article:
Training Register email types explained
We send weekly updates about the overall status of your personnel training records, as well as individual emails about specific certificates and courses expiring.
Note: you will only get notifications for required training. All training courses added via a role are automatically marked as required. Additional training can also be individually marked as required under the 'actions' section in a personnel profile.
Weekly email summary
Summary of training for that week, all bookings for that week and all expiring that week:
Sent every Monday morning at 6 am
Sent to all personnel editors, admins & owners
| Weekly email notifications | Can be managed in Settings > Profile |
Owner | π | Yes |
Account admin | π | Yes |
Division admin | π | Yes |
Personnel editor | π | Yes |
Roles & Courses editor | - |
|
Personnel viewer | - |
|
Team manager | - |
|
Line manager | - |
|
Personnel (employees and subcontractors) | - |
|
Booker (user who books training) | - |
|
Daily email for expiring training
Only sent daily if there is any required training that is expiring on the following occasions:
60 days time OR whatever custom days you set (see below)
30 days time
Tomorrow
On the day of expiry
Sent to personnel editors, line managers, team managers, admins & owners
| 60 days before training expiry (or custom) | 30 days before training expiry | 1 day before training expires | On the day training expires | Can be managed in Settings > Personnel & Training |
Owner | π | π | π | π | Yes |
Account admin | π | π | π | π | Yes |
Division admin | π | π | π | π | Yes |
Personnel editor | π | π | π | π | Yes |
Roles & Courses editor | - | - | - | - | NA |
Personnel viewer | - | - | - | - | NA |
Team manager | π | π | π | π | No |
Line manager | π | π | π | π | Yes |
Personnel (employees and subcontractors) | π | π | π | π | Yes |
Booker (user who books training) | - | - | - | - | NA |
Individual training emails
Sent to each individual personnel or sub-contractors with their own training which will expire soon (and whether or not they have training booked) on the following occasions:
60 days time OR whatever custom days you set (see below)
30 days time
Tomorrow
On the day of expiry
Booking reminders
Reminder emails for any upcoming training booked in are sent to the individual, their line manager, and any personnel editors on the following occasions:
3 days ahead of booked training
eLearning booking reminders are sent out every two weeks if the course hasn't been taken and can be manually resent if needed.
eLearning passed emails
Once a personnel has completed their eLearning course, the individual and their line manager will be emailed to let them know they passed.
Who is sent what email - a table overview
As we're sending different types of emails to different types of users, we've made a table to summarise everything in one place!
Emails that can be managed in settings are highlighted, see section below.
Weekly email notifications
Users can opt out from them in settings - on individual level βSettings β Profileβ
| Weekly email notifications | Can be managed in settings |
Owner | π | π |
Account admin | π | π |
Division admin | π | π |
Personnel editor | π | π |
Roles & Courses editor | - |
|
Personnel viewer | - |
|
Team manager | - |
|
Line manager | - |
|
Personnel (employees and subcontractors) | - |
|
Booker (user who books training) | - |
|
Weekly email notifications
Manage email notifications
You can configure notifications in Settings. There are two spaces to manage the emails sent:
Individual settings for your account
In Settings > Profile
Division-level settings for expiring training
In Settings > Personnel and training
Configure your own notification settings
You can opt-in or opt-out of some email types in Settings > Profile. This will only apply to your login.
Daily summary notifications (expiring training)
Weekly email reports (expiring training)
Booking notification for people you're booking
For example, if you don't deal with training but you're a RAMS admin, you might want to disable these emails.
Division-level settings
Notifications for expiring training can be managed in Settings > Personnel and training. Only admins can manage these settings.
You can choose to send the expiring training emails (the daily summary emails) to:
Line managers (the person managing the person whose training is expiring)
Employees (email the person whose training is expiring)
Sub-contractor (email sub contractors when their training is expiring)
Multiple division accounts
The settings for Personnel & Training are division-specific. You will need to set it for all divisions you're using the Training Register in.