People and HR · Live demo
Licence and training renewal reminders
Tracks forklift licences, food safety and first aid certificates, reminds staff before they expire and books them into the next refresher course.
Talk to Jess at Bellbird Foods
Bellbird Foods is made up. Jess is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Licences and certificates live in a spreadsheet that one coordinator updates when she can. People find out their forklift licence has lapsed when an auditor asks, and supervisors have to pull them off the task mid-shift.
How it works
- Reads expiry dates from the training records
- Texts staff 60, 30 and 7 days before something expires, and copies the supervisor at 7 days
- Offers the next refresher course with places left and books it
- Tells the supervisor when something has lapsed so the person is rostered on other work
- Answers questions about courses, times and locations
What it connects to
- AgentHi Mia, it's Jess from Bellbird Foods. Your CPR certificate expires on 12 October. There's a CPR refresher on Friday 9 October, 2.30pm to 5pm at Dandenong South, with 3 places left. Would you like a spot?
- Mia (first aider)I'm on mornings that week, so that works. Is it paid?
- AgentYes, training is paid time. You're booked for Friday 9 October at 2.30pm in the Dandenong South training room, reference TR-3307. I've let Tony Esposito know.
- Mia (first aider)Thanks. When's my full first aid due?
- AgentI'll check that with Leah Morris and text you the date today. Either way, I'll remind you 60 days before it's due.
Illustrative conversation. Names, numbers and details are made up.
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