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Administrator Guide
Last Updated: 2023-06-23
Create and Manage Reminders for Learning Content

Create and Manage Reminders for Learning Content

  • Specify an expiry period when creating or editing content or, add a due date or duration when you enroll learners into a course offering or digital course.
  • Security:
    Administer Campaigns
     domain in the System functional area.
    • These domains in the Learning Core functional area:
      • Manage: Learning Content
      • Manage: Learning Course Enrollments
      • Set Up: Learning Catalog
You can notify learners of upcoming due dates by configuring reminders for courses and programs. You can also copy managers and HR business partners (HRBP) on reminders generated from learning content. Use role assignments in a supervisory organization to define the HRBP.
When you configure reminders for content with expiry periods, learners automatically receive a notification when an enrollment they've completed has an upcoming expiration date. The reminder notifies learners that they should re-enroll in the content before the expiration date, enabling you to comply with local regulatory requirements. The reminders are based on the expiration date on the enrollment, including self-enrollments.
  1. Access the
    Manage Learning Content
     report.
  2. Select the content that you want to create a reminder for.
  3. On the administrator view for the course or program, select
    Create Reminder
     from the
    More
     menu.
    You can create reminders before or after assigning learning content to learners. Workday sends updated reminders on the correct due date if you make a change to a non-recurring reminder or reset a due date.
  4. Configure the reminder details on the
    Create Reminder
     task.
    As you complete the
    Send Date
     section, consider:
    Option
    Description
    Send Reminder
    Select if you want to send the reminder on, before, or after the expiration or due date of the content.
    Set as a Recurring Reminder
    Select this check box if you want to resend the reminder daily or weekly.
    Send Until the Number of Reminders Reaches
    Enter the number of days or weeks that you want the reminder to recur.
Learners receive automatic reminders when content they've enrolled in has an upcoming expiry or due date.
You configure a reminder send on the due date, and then want to send regular reminders after the due date has passed. To send 1 reminder 1 week after the due date:
  • Select
    Weekly
    on the
    Reminder Frequency
     prompt.
  • Enter
    1
     on the
    Send Until the Number of Reminders Reaches
     prompt.
To send reminders every day for 3 days after the due date:
  • Select
    Daily
    on the
    Reminder Frequency
     prompt.
  • Enter
    3
     on the
    Send Until the Number of Reminders Reaches
     prompt.
  • You can change the reminder settings by accessing the content and selecting
    Manage Reminders
     from the
    More
     menu. The
    Manage Reminders
     option displays after you've created at least 1 reminder.
  • You can mass reset expiry periods for completed learning records by accessing the
    Reset Expiration Date on Learning Records
     task. Select at least 1 completed learning record on a course or program with a future expiration date. When you use this task to reset existing expiry periods to zero, Workday:
    • Updates the
      Latest Successfully Completed Enrollment
       report field on the Learning Enrollment business object to indicate that it's not the latest successfully completed enrollment with an expiration date for a learner.
    • Removes any associated reminders for the learner.