Training Automation
For: Admin, Trainer | Tier: Standard and Pro
Training Automation lets you create rules that automatically assign courses to employees when specific conditions are met. Instead of manually assigning training every time someone joins your team or changes roles, you set the rules once and SafePath handles the rest.
Why Automate Training?
Manual training assignment works when you have a small team and infrequent changes. But as your organization grows, keeping up becomes a real burden:
- A new hire starts Monday — did anyone assign their safety orientation?
- An employee transfers to the warehouse — did they get forklift training?
- A new chemical was added to the production floor — does anyone need retraining?
Automation eliminates these gaps. New hires get their required training queued before their first shift. Role changes trigger the right courses automatically. You stop relying on someone remembering to send an email.
How Auto-Assignment Rules Work
Each automation rule has three parts:
1. Trigger
The event that activates the rule. Supported triggers include:
- New employee joins a site — When a user is added to a specific site, the rule fires
- Employee role changes — When an employee's job role is updated, the rule fires
- New chemical added to inventory — When a new chemical is added to a site's ChemIQ inventory, the rule fires (requires ChemIQ module)
2. Target Courses
The course or courses to assign when the trigger fires. Select any published course from your library.
3. Due Date Offset
How long the employee has to complete the training after the trigger fires. For example:
- "7 days after joining" — Gives new hires one week to complete orientation
- "14 days after trigger" — Two weeks for role-change retraining
- "30 days after trigger" — One month for non-urgent updates
Creating an Automation Rule
- Go to SafePath then Automation
- Click
New Rule - Name the rule — Use a descriptive name (e.g., "New Warehouse Hire — Safety Orientation")
- Set the trigger — Select the trigger type and configure its conditions (e.g., "When a new employee joins Warehouse Site A")
- Select courses — Choose which courses should be auto-assigned
- Set the due date offset — How many days after the trigger the training is due
- Click
Save
The rule is created in an enabled state. You can disable it at any time without deleting it.
See How-To: Set Up Auto-Assignment Rules for the step-by-step guide.
Managing Your Rules
From the Automation page, you can:
- View all automation rules with their trigger type, target courses, and status (enabled/disabled)
- Enable or disable a rule with a single toggle — disabled rules stop firing but are preserved for later use
- Edit a rule to change its trigger, courses, or due date
- Delete a rule you no longer need
Example Automation Rules
| Rule Name | Trigger | Courses | Due Date |
|---|---|---|---|
| New Hire Orientation | Employee joins any site | General Safety Orientation, HazCom Basics | 7 days |
| Warehouse Safety | Employee joins Warehouse | Forklift Safety, PPE Training, Chemical Handling | 14 days |
| Chemical Update Retraining | New chemical added to Site A | HazCom Refresher | 30 days |
| Role Change — Lab Tech | Employee assigned Lab Technician role | Lab Safety, Chemical Hygiene Plan | 14 days |
Who Can Manage Automation Rules
| Role | Can Create Rules | Can Enable/Disable | Can View Rules |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| Trainer | Yes | Yes | Yes |
| Manager | No | No | Yes (site-level) |
| Employee | No | No | No |
Related
- Assignments — Manual assignment for one-time needs
- Training Matrix — Define which roles require which training
- Courses — Build the courses that automation assigns
- How-To: Set Up Auto-Assignment Rules