Employee Classes & Certifications Notifications

The Employee Certifications and Employee Classes modules have the ability to generate notifications to aid in the process of maintaining employee credentials.

Certification Expiration Notification

The Employee Certification Expiration Notification directs the system to automatically send a single email message to an employee whose certification will soon expire.

Go to the System Configuration > Notifications module and click Add .
Fill out the Notification Label to identify the notification.
Set the Notification Type to 1 - Email.
Set the Notification Module to 30 - Employee Certifications.
Enter any Recipients other than the employee that you would like to receive the email.
- Do not include the email address for the employee.
- Their email address is added dynamically when the notification is sent.
Fill out the Subject and Body as desired.
Click Save to save.

Expand the Certification record and find the Employee you want to configure.
Open the Employee record.
Make sure the Expiration Date field is filled out.
If you want the employee to be alerted before their certification expires enter the number of days before in the Days Ahead field.
Use the Employee Cert Notif field to select the Notification template you created.
Click Save to save the Employee.
Go to Work > Administration > Work Flow Setup > Employee Setup module.
Find the Employee that is on the Certification.
Make sure the employee's Email field is filled out with their email address.

Class Reminder Notification

The Employee Class Reminder function sends a single reminder email to each employee listed as a class attendee.

Go to the System Configuration > Notifications module and click Add .
Enter a Notification Label to identify the notification. This label will not appear in the email. It is for identification purposes within Lucity only.
Set the Notification Type to 1 - Email.
Set the Notification Module to 31 - Certification Classes.
Enter the email addresses of any Recipients, other than the Employees listed on the Class, who should also receive the message.
Note: Do not include the email addresses of the attending employees; the system automatically adds their addresses when it sends the Notification.
Fill out the Subject and Body fields as desired.
Click Save to save.

Open the Class record.
Make sure the Start Date field is filled out.
If you want attendees to be alerted before the day of the class, enter the number of days before in the Days Ahead field.
Use the Class Notif field to select the Notification template you created.
Click Save to save the Class.
Go to Work > Administration > Work Flow Setup > Employee Setup module.
Find each Employee listed as attending the Class.
Make sure the Email fields on the Employees' records contain accurate addresses.

Expiration Date	Denotes the date the certification expires.
Link to Notification	Specifies which Notification type the system should send when the certification expires. Options in this picklist come from the Notification Setup module.
Days Ahead	Indicates the number of days in advance of the Expiration Date that the system should send the notification.
Notification Date	Identifies the date that the notification was sent. This date can be entered manually; or the system will populate this field by calculating the Days Ahead from the Expiration Date fields.
Notification Sent	Verifies that the notification has been sent. (This field is automatically populated by the system.)

Link to Notification	Specifies which Notification record the system should send to remind employees of the class. This pick-list displays Notification templates from the Notification Setup module.
Days Ahead	Indicates the number of days in advance of the Start Date that the system should send the Class Notif reminder.
Notification Date	Identifies the date that the Class Notif was sent. This field is automatically populated by the system.
Notification Sent	Verifies that the system sent the Class Notif.