⚠️ Select your experience
The steps depend on your interface version. Select a link to skip to the instructions for your version.
Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.
Instructions for the New Experience ⬇️
Sending reminders helps ensure required onboarding items are completed on time and keeps your organization on track for compliance. Incomplete onboarding items can delay compliance readiness and create gaps during audits. Reminders provide a simple way to prompt personnel to take action without manual follow-up.
Send a reminder email
You can send reminder emails from the Personnel page in either of the following ways. You can only send reminder emails to personnel with incomplete required items.
From the Personnel table
Open Personnel.
Locate and select one or more people with incomplete onboarding items.
Select Send reminder email.
From an individual personnel record
Open Personnel.
Select the person with incomplete onboarding items.
On the person's details page, select Send reminder email.
Drata sends an email reminder prompting the person to complete their required onboarding items.
Instructions for the Classic Experience ⬇️
HERE'S WHY
Some employees may take longer to complete onboarding items than others. By using the reminder option within Drata, you can give them a nudge to complete their onboarding to ensure your companies compliance.
BEFORE DIVING IN
You must be an admin or information security leads to send this reminder.
HERE'S HOW
Click the red email button to the left of your employees' name on the 'Personnel' page.
Your employee will receive an email like the one below.
