Team: Huntress SAT (Security Awareness Training)
Environment: SAT
Summary: Setting up notifications for managers when learners have not completed the required assignments.
Update as of 9/9/2024: Admins now have the ability to manually push notification reminders to their Learners.
Manually Pushing Notification Reminders
Description
This feature is designed to provide people-managers with reminders if anyone on their team has not completed an assignment with an upcoming due date. To implement this feature, you’ll need to add the manager email to learners, enable in Settings->Assignments for future assignments, and enable the training in existing assignments’ “Assignment Information” section.
The reminders will list out the learners who have incomplete assignments, learners who have completed all episodes in the assignment, and a magic link to check real-time status thereby allowing managers to confirm completion post email-send.
Clicking the “Check real-time status” takes you to the page below, which contains a list of learners and their current status.
Configuration
Assigning Managers to Learners:
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- Most prefer to implement this in your Microsoft Entra or Google Directory and sync the ‘Manager’ field nightly. Once managers are set up in your directory, please make sure you enable the “Manager” attribute in the Huntress Managed SAT group sync.
Important: If you choose not to use the directory-provided manager and want to set the email within the Huntress Managed SAT portal, please ensure that the “Manager” box is not checked to avoid overwriting manually entered data. -
Import Managers via CSV and ensure the “Manager” field is checked at export and import time.
- If you want to bulk-apply learners, you can do this through the "Learners" list by checking the boxes next to the learners you wish to update and clicking the “Actions” button.
Then select “Change Manager” and enter the manager's email address in the modal.
- If you instead want to update an individual learner, navigate to the "Learners" list to open “Learner Editor” and update the “Manager Email” field
- Most prefer to implement this in your Microsoft Entra or Google Directory and sync the ‘Manager’ field nightly. Once managers are set up in your directory, please make sure you enable the “Manager” attribute in the Huntress Managed SAT group sync.
Enabling Manager Reminders
Important: Reminders will only work if the assignment has an end date. Assignments that don’t have an end date will not be able to use automated manager reminders. Reminders will go out in the relative number of days before the end date and time.
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- When creating a new assignment, you will find the options for that assignment’s notifications in the tab called "Step 1: Assignment Information”. Please make sure to set the assignment “End Date & Time”.
- To enable reminders for existing assignments, simply edit the assignment and enable “Manager Notifications.” Please be sure to verify that the assignment has an appropriate end date and time.
- To enable reminders for future assignments (manually created and future Huntress Managed Learning Assignments”, go to Settings-> Assignments to configure the Manager Notifications area.
- When creating a new assignment, you will find the options for that assignment’s notifications in the tab called "Step 1: Assignment Information”. Please make sure to set the assignment “End Date & Time”.
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Slack Notifications
If you already have a Slack integration set up, managers will also get notifications in Slack with a list of employees who have incomplete episodes, and a magic link will be provided to check real-time status.
Manually Pushing Notification Reminders
Admins also have the ability to push notification reminders manually through the Assignment "Advanced" Settings. This will trigger email notifications and, if configured, Slack notifications for the Learners.
- Navigate to the Assignment you wish to send a notification reminder for
- Click the "Advanced" tab
- Click "Manual Push" for Learner Enrollment Notification and/or Content Reminders Notification
FAQ
- What if I only want one or two reminders?
To skip any reminder, leave the days field blank.
- What time will reminders be sent?
They will be sent at the same time as the assignment end time.
- Can I specify manager email addresses if those managers are not learners themselves?
Yes, but due to a current limitation, the email will not be custom-branded.