Keep training completions with employee records
When project work includes a completed training activity, a scheduled review can help add that milestone to the employee record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post employee training record
Why this helps
Training completed during project work may be documented in one place and overlooked in employee records.
- Find documented training completions during a routine review
- Keep employee training history current
- Report incomplete or ambiguous training details
Setup
Build it in a few focused steps.
- 1Connect Agiled and BambooHR once in the Notis portal.
- 2Create an automation and describe how to record only explicitly documented employee training completions.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one completed training example and its employee ID.
Questions about this workflow
Will it decide whether project work counts as training?
No. It should record only information explicitly identified as completed training.
What if completion date or employee identity is absent?
It should report the missing details and skip creating the training record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bamboohr. A trigger fires from one place; an action lands in another.
Agiled triggers
Bamboohr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Candidate Application
Creates a candidate application for a specific job opening.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Job Opening
Creates a job opening for applicants.
List Job Applications
Lists job applications for retrieval or reporting.
Get Benefit Coverages
Retrieves available benefit coverage options.
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Get Company EINs
Retrieves the account’s company Employer Identification Numbers.
Get Company Information
Retrieves information about the current account’s company settings.
Create File Category
Creates company file categories after their names are confirmed.
Connect any two apps with Notis in the middle.
Agiled and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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