As a manager, you want to keep track of how your team is performing. You can motivate and nudge them to keep learning when you know what they've done and whatnot. You can use automations to send notifications to managers of users who still need to complete the content. For example, when users employed for 2 months need to have completed an exam.
User case example: Managers must be informed that their team members haven’t completed an exam yet.🎓
Create the automation:
Use the following basic steps to create a reminder automation:
Step 1. Go to Behaviour > Automations in TinQwise Control
Step 2. Create a new Automation
Step 3. Give the Automation a name and choose Check periodically
Step 4. You will have 2 conditions:
‘Is activity’
Activity: Cybersecurity Exam
Completion status: incompleted
‘General time condition'
Start of timespan: September 10
‘User-specific time condition’
How to compare: Compare with current time
User specific time field: Contract start date of user
Start of timespan: 62d
Step 5. As action select:
'Notify user':
Title: “Remind your team!”
Message: “Hi {{manager.first_name}}, your team member {{event.user}} hasn't completed the Cybersecurity Exam yet. Now is a good time to remind them!"
Check 'send_email' box.
Email message: “Your team member {{event.user}} hasn't completed the Cybersecurity Exam yet. Now is a good time to remind them!"
Email template: Notification (global)
Check 'to manager' box
Manager selection: Direct manager
Recipients: user
User source: event -> user
Step 6. Save the automation
Done! From September 10 on, managers will automatically receive a notification when a team member that has been employed for 2 months hasn't completed the 'Cybersecurity exam' yet.