Set refreshers, reminders and expiry

Some training must be taken again: a yearly safety refresher, for example. A refresher makes a completion valid for a number of months; before it lapses, the person is reminded, and late or expired training goes on their manager's attention list.

Before you start

• You need Make courses, assign them, record completions for courses and assignments, and to be the owner or a manager for Learning settings.

Steps

1. Open the course from Learning → Courses.
2. Under Details, set Refresher every (months), for example 12 for every year. Select Save.
3. To use another interval for one group, set Refresher every (months) on that assignment in Learning → Assignments.
4. Open Learning → Learning settings.
5. Set Warn before a refresher is due (days) and Remind before a due date (days).
6. Tick Put late and expiring training on the person's manager's attention list.
7. Select Save.

How the states change

Good to know

• Reminders go out once for each step: when a course is assigned (also to later joiners), when it is due soon, when it is overdue, when a refresher is near and when it has expired. They arrive in the bell, and by e-mail or WhatsApp when the person chose that in their notification preferences.
• The manager's attention list. Late, expiring and expired training adds one item per person and course for the person's HR manager (without one, the owner and the managers). It shows on Today and in the Owner workspace with what lapses and when, and clears when the course is completed or the assignment ends.
• A completion stays valid for the refresher months from its day. Once means it never expires.
• Several assignments of one course: the shortest refresher applies.
• Follow everyone's state in the matrix: Read the compliance matrix.