Qualification approval required event notifications

Follow this guide to set up event notifications for qualifications that require approval in Humanforce HR, so you can proactively manage qualification compliance and reduce the risk of non-compliance.

Qualification compliance in Humanforce HR allows you to track whether employees hold the qualifications or certifications required for their role. The Job requirements overview shows, at an organisational level, which employees are compliant, non-compliant, approaching expiry, or awaiting approval. Event notifications help ensure the right people are alerted when action is required.

The Qualification approval required event type notifies selected users when a qualification moves into an Awaiting approval state. This helps reduce missed approvals, particularly in regulated or high-compliance environments.

Part 1: Create a qualification approval required notification

1. Go to Settings > Notifications, or select the Notifications icon in the top-right corner of the platform and select Configure event notifications.

2. Click Create event notification, then enter a clear and descriptive name for the notification.

3. From the event type list, select Qualification approval required.

4. Select the notification targets.
   These are the people who will receive the notification, such as:
   • The employee’s supervisor
   • HR users
   • Other relevant stakeholders

5. Under notification delivery, select Send an immediate notification email.

6. Select the Email Subject Template and the Email Body Template you wish to use. 

7. In Notification content, add any relevant fields that should appear in the email, such as Location or Position title.

8. Click Preview to confirm the layout and content.

9. Click Submit.

10. Enable the notification when you are ready to start using it.

When enabled, the notification triggers whenever a qualification is submitted and moves into an Awaiting approval state.

Part 2: Send a daily summary email (optional)

In addition to immediate notifications, you can send a daily summary email to users who manage a high volume of qualification approvals.

This is recommended for supervisors, HR users, or rostering administrators.

1. Create an event notification using the steps in Part 1.

2. In the delivery options, select Send daily summary email instead of an immediate notification.

3. Add a Call to Action so the notification recipient understands what they need to do when they recieve the notificaiton.

Notification recipients will receive a consolidated daily email showing all qualifications submitted for approval in the previous 24 hours at 9 am based on your tenant time zone. 

Additional information

• Only users with the settings.global_notifications.manage permission can create or manage event notifications.

• Daily summary emails help reduce notification fatigue for users overseeing large teams.

• Review notification targets regularly to ensure approvals are routed to the correct roles.

Users without the required permissions may not be able to complete this task.
Contact your system administrator to confirm access and licensing.