Creating notifications for expiring qualifications

  1. Select Administration.
  2. Click the Utilities tab.
  3. In the Notifications pane, click Expiring Credentials Using Templates, Expiring Skills Using Templates, or Expiring Grace Periods Using Templates.
  4. Click Create.
  5. Specify this information:
    Email Template
    Select the email template to be used.
    Use Override Templates
    Select this option to send multiple notifications for the same expiring qualification.
    Send Notification For Essential Qualification Only
    For credentials and skills only, select this option to send notifications only for qualifications that are assigned as essential.
    Employee Choice
    Select either a partial list of employees by selecting employee begin and end or select an employee group.
  6. Click Submit.