Regulatory training compliance sat at 64%, and audit season meant panic. We connected the HRIS to the LMS so assignments, escalating reminders, and a live compliance dashboard run themselves — pushing on-time completion to 98% without a single chasing spreadsheet.
Typical results
+34pts
Completion lift
6 hrs/wk
Chasing eliminated
Live
Compliance visibility
Figures reflect typical results for this kind of automation.
The challenge
The firm's 350 employees each carry mandatory courses — anti-money-laundering, privacy, security — with staggered renewal dates. Assignments were manual, reminders were bulk emails everyone ignored, and the compliance officer burned seven hours a week cross-referencing spreadsheets. On-time completion sat at 64%, and the last audit found 130 overdue courses the firm had to explain.
Before and after
On-time completion rate
+53%Overdue trainings at audit
−96%Weekly hours chasing
−86%The automation
We wired the HRIS to the LMS through Make. New hires, role changes, and renewal dates now trigger the right course assignments automatically. Reminders start friendly and personal, then escalate: employee at 14 days out, manager copied at 7, compliance flagged at 3. Completions flow back in real time to a dashboard showing exposure by department, and every assignment and nudge is logged for the auditor.
How it works
- 01
Trigger on change
New hires, role changes and renewal dates in the HRIS auto-assign the right courses in the LMS.
- 02
Smart reminders
Personal nudges begin 14 days before the deadline — no more ignored bulk emails.
- 03
Escalation ladder
Managers are copied at 7 days out; compliance is flagged at 3. Nobody can quietly slip.
- 04
Live dashboard
Completions sync in real time, showing exposure by department before the auditor asks.
- 05
Audit trail
Every assignment, reminder and completion is logged and exportable in one click.
Starts from
- HRIS role changes
- Certification due dates
Delivers
- LMS assignments
- Escalating reminders
- Live compliance dashboard
The impact
On-time completion typically climbs from 64% to 98% within one quarter. Overdue courses at audit time fall from 130 to around five, each with an escalation trail attached. The compliance officer's seven weekly chasing hours shrink to one, spent on exceptions instead of spreadsheets.
Questions about this automation
How are the right courses assigned to each employee?
Course rules are mapped to roles, departments and certification renewal dates. When the HRIS records a new hire, a role change or an upcoming renewal, the automation enrolls that person in the matching LMS courses with a due date. The compliance team can update the rules at any time without rebuilding the flow.
How does the reminder escalation work?
Reminders follow a set ladder. The employee gets a personal reminder 14 days before the deadline, the manager is copied at 7 days, and the compliance officer is flagged at 3 days. As soon as the LMS reports a completion, every pending reminder for that course stops automatically.
Can the records be used for a regulatory audit?
Yes. Every assignment, reminder, escalation and completion is logged with a timestamp, and the log can be exported by department, course or date range. The live dashboard shows overdue and upcoming courses, so exposure is visible before an audit starts. A multi-step build like this is usually rolled out in stages, starting with assignments and reminders.