Help Centre

Send compliance reminders — one person or in bulk

Remind people about expired, expiring or missing items by email and text, and keep a record of every reminder.

Reminders sent from the Compliance page (or a profile's Compliance tab) are sent by Workforce Ignite — by email if the person has an email address, and by text if they have a mobile — and recorded against the item, so you can see when each person was reminded.

Remind one person

  1. Open Compliance and go to the Expired, Expiring ≤30 days or Not submitted tab.
  2. Click Send reminder on the row. A message confirms what was sent.

You can also click Send reminder next to an item on a person's Compliance tab.

Bulk reminders

  1. On the Compliance page, click Bulk reminders.
  2. Under Send to, choose:
    • Expiring / incomplete items — set "Documents expiring within N days",
    • All staff,
    • Specific role, or Specific person.
  3. Optionally tick which attributes to include (none ticked means all that apply).
  4. Click Preview who'll get a reminder. Nothing is sent yet.
  5. Check the list. Click Send on individual people, or Send all.
  6. Download list saves the queue (with who was sent) as a spreadsheet.

Each person gets one reminder per matching item.

Tip: The Reminders sent column on the Compliance page shows the dates each item was reminded.

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Last reviewed 2026-10-13.