While both features help you stay on top of employee tasks and alerts, they serve different purposes.
Important Dates are tied to key milestones in an employee’s lifecycle (like performance reviews) and are automatically based on their hire date.
Training Items/Groups are more flexible and are used for policies, certifications, or ongoing training that you assign manually – either once or on a recurring basis.
Use Important Dates for structured, one-time milestones.
Use Training Items/Groups for repeatable or custom training requirements.
| Important Dates | Training Items | |
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| Based On | Employee’s hire date | A date you choose |
| Frequency | One-time per important date | One-time or recurring |
| Who Gets Alerted | Employee’s manager(s) | Specific employee or group |
| Alert Options | Set timing, add message, attach file | Include file or website link |
| Marked Done By | Admin / HR | The assigned employee |
| Purpose | Milestone-based reviews | Training, policies, ongoing requirements |
| Where to View | Reports → Reviews Due Employee Profile → Important Dates |
Training Employee Profile → Training |
| Example | 1 YEAR PERFORMANCE REVIEW | CELL PHONE POLICY REVIEW (yearly) |
| Setup | Read more | Read more |
