Expiring Credential Notification with Automation

This article provides information related to setting up and maintainging an automation to notify the compliance specialist of expiring credentials.

List Criteria

The below list criteria populates a list of all candidates in the ATS, who currently have one or more CredentialClosed A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License(s):

Criteria based on a specific type of Credential can also be done:

Automation

When creating an automation, choose the option Center on date field and select Credential Expiration Date. Decide if the automation should be catered to any Credential, or if it should focus on a specific Credential.

​Add a Send Notification step, and set it to send a notification to the Candidate owner when the Candidate's Credential(s) are set to expire, or send an email directly to the Candidate.

Use the following merge tags within the notification:

  • %CREDENTIALEXPIRATIONDATE%
  • %CREDENTIALNAME%

Please note that these merge tags only work in Immediate notifications, not Daily orWeekly.

As this is a date-based automation, we recommend not including an End step. This allows candidates to move freely within the automation based on their Credentialing Expiration Date. We also recommend against allowing reentry, to ensure a smoother process for candidates that have multiple credentials expiring around the same time.