HR & RECRUITING
Overdue Mandatory Course Manager Escalation
Weekly, finds employees who have blown past the deadline on a required training course and escalates each case to their direct manager via Slack DM.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionPull overdue training records from AirtableAirtable
- LogicGroup overdue learners by manager
- ActionDM each manager their overdue reportsSlack
- OutputPost org-wide overdue summary to #hr-complianceSlack
What it does
This workflow turns missed mandatory-training deadlines into accountable action. Once a week it identifies every employee who is past due on a required course, then privately pings each person's manager with the specifics and posts a summary to the HR compliance channel.
When to use it
Use it when completion of certain courses is non-negotiable — anti-harassment, security awareness, HIPAA — and reminders to the employee alone aren't moving the needle. Escalating to managers creates ownership and gives HR a weekly compliance pulse.
How it works
- 1A weekly schedule runs Monday morning.
- 2The workflow pulls the training-completion table from Airtable and identifies records where the due date has passed and completion is blank.
- 3A logic step groups the overdue records by manager.
- 4For each manager it sends a Slack direct message listing their overdue reports, the course name, and how many days late each is.
- 5It compiles an org-wide count of overdue learners.
- 6The summary is posted to the #hr-compliance Slack channel so leadership sees the trend at a glance.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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