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Automatic Training Recertification Assignment

Learn about automatic recertification and when recertifications are updated.

  • Automatic Recertification: EasyLlama can automatically assign and notify Learners when they are due for training renewal, eliminating the need for manual work by admins. This feature is enabled by default, but if you prefer to recertify manually, click here for instructions: Turning Off Automatic Recertification
  • How it Works: Navigate to Settings > Recertification to set a Recertification Frequency per course. The course is automatically assigned when the Learner is due, and the Learner is notified. For a reminder on adjusting the frequency: Training Recertification Frequency - How do I change how often a course is assigned?
  • Admin Visibility: Admins can receive a weekly email summary listing all Learners scheduled for recertification the following week, by navigating to Settings > My Notifications and enabling the “Learners are up for recertification” notification. For a reminder, click: How to Customize Notifications

When are recertifications updated?

Action Will the recertification date be updated? Should the course that is assigned be changed to a different course?
Training is assigned Yes, based on the company’s cadence/frequency settings Yes, to the training that is assigned
Training is unassigned If no assignment remains: clears all dates and set to “Never”

If similar assignment remains (e.g. HP with different region): use that date as a base		 If no assignment remains: removes the recertification

If similar assignment remains: use that training
Training assignment is completed Yes, based on company cadence settings No changes
Learner is recertified Yes, based on company cadence settings No changes
Learner is archived No changes No changes
Learner moves to a different region Yes, with conditions Yes with conditions, based on new region
Learner is promoted to supervisor Yes, with conditions Yes with conditions, based on new role
Learner goes on leave Status set to “compliant” regardless of due dates

Original recertification dates are preserved		 No changes
Learner returns from leave If recertification was due during leave, the new training is assigned based on the recertification cadence set in Settings.

If the Learner returns before due date: No changes		 If recertification was due: updated to new assigned training.

If Learner returns before due date: No changes
Renewal is updated manually (single or bulk) Updated Based off the last assignment (no changes likely)
Change of cadence in Settings > Recertification Updated based on last assigned training Only if last training assignment in that category has changed
Assignment is transferred to a different learner Changes only if there was no recertification previously Changes only if there was no recertification previously

 

⚠️Courses assigned through the Classrooms feature or SCORM files will not generate recertification dates, so they cannot be used alongside Automatic Recertification.