Training Quarters
Enable quarters and set date ranges (Years are managed in Training Configuration)
Progress Thresholds
Define status levels for employee progress
At-Risk
Users below this % are flagged as at-risk
%
Passing
Required % to be marked complete
%
Reminder Schedule
When to send email reminders
First Reminder
Initial reminder before quarter ends
days
Escalation Notice
Escalated reminder for incomplete training
days
Grace Period
Extra days after deadline before marking failed
days
Manually check and send pending reminders
SMTP Configuration
Email server settings for sending reminders
đ Predefined
Loading...
âŗ
Checking configuration...
âī¸ Custom SMTP
Configure your own SMTP server settings below
Configure your SMTP server to enable automated email reminders. Common providers: Gmail (smtp.gmail.com:587),
Outlook (smtp.office365.com:587), SendGrid (smtp.sendgrid.net:587), or your company's mail server.
Test the email configuration
Company Configuration
Configure company branding for emails
Used in email templates as {{company_name}}
Used in email templates as {{portal_link}}
Email Templates
Customize reminder email content
Available Variables (click to copy)