Notifying Managers of their employees risks

How to create and include managers in notifications that inform them of their employees risks or training

You may want to include you employees managers in notifications, such as informing a manager when an employee they manage has over due training.

You can create notifications that will send to managers of employees when such events occur, so they are able to speak to their employees about the issue.

Good to know

• To use the "Manager" option when sending notifications, your employees will need to have their manager listed in their Directory metadata that you're syncing to CultureAI. Without this, you will not be able to use this feature

Notifying managers of overdue training

1. Login to your CultureAI admin dashboard
2. Click into the "Coaching" tab at the top of the dashboard
3. Click into the "Reminders" section
   
4. Either open up an existing notifications, or click the "Create Reminder" to create new reminder
5. Select the "Recipient" drop down and choose "Employees Manager"
   
6. Fill out the rest of the notification as you wish
7. Click "Confirm" then "Save"
8. You're done!

Notifying managers of a risk that an employee has created

1. Login to your CultureAI admin dashboard
2. Click into the "Coaching" tab at the top of the dashboard
   
3. Click into the "Just in Time Education" section
4. Click into an existing JIT notification to edit it, or select the "Manage Behaviour" button at the top of the screen to create a new notification 
5. Click "Add new event"
6. On the first drop-down box, choose the "Send employee notification" option
7. Click the "Recipient type" box and select "Manager"
   
8. Fill out the rest of your notification as you wish
9. Click "Confirm" then click "Save"
10. You're done!