Automated solutions
for credit unions

Mage connects employee records, approved rules and supporting evidence to automate preparation for credit union training, hiring and succession reviews.

Prepare training evidence

Match employee roles, approved course rules and completion evidence

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Your business, built into every workflow

Expected training, matched to employee duties
Map effective-dated roles to approved requirements; retain the population, source cutoff and unresolved learner or course mappings.

Approved requirements, reused
Apply the same role, course-version and due-date rules to the requirement matrix and branch report, with approved exceptions retained.

Completion evidence, ready to trace
Trace accepted course versions, completion and attendance, retaining late-completion history, corrective actions and evidence holds.

More time for people and compliance decisions

Capacity

Less repeated
file preparation

Reduce repeated record gathering so HR and compliance can investigate exceptions and prepare for review.

Timeliness

Review inputs
kept visible

Bring missing training, hiring and role-coverage inputs to the right review owner.

Evidence

Sources
you can trace

Keep prepared HR review materials connected to approved sources and recorded decisions.

Solutions for your HR team

Automate the preparation behind training, hiring and succession reviews.

Training review380requirements120 employeesAccepted326Overdue24Not yet due18Evidence holds126 unmatched rowskept separate

Compliance trainingPrepare role-based training reports and follow-up evidence.Explore solution

Hiring evidenceBatch 04 · 25 cases18complete filesOpen files7References68 / 75Case index + open items

Hiring clearanceAssemble screening and insurer evidence for human review.Explore solution

Succession reviewPLAN-04 · 12 positionsBoard5/6Mgmt3/4Critical1/2Documented9Open inputs3

Succession planningCollect critical-role coverage and approved board-review inputs.Explore solution

How Mage fits

Keep your HR systems in place

Connect your HR records, learning platform, screening evidence and board materials through authorized exports and agreed delivery tools.

Your systems

HR records

Employee and recruiting records

Learning records

Course versions and completion evidence

Screening evidence

Authorized references; insurer records kept separate

The workflow between your tools

  1. 1Match records and roles
  2. 2Apply approved checks
  3. 3Prepare review materials

Prepared outputs

Training reports

Requirements, completion and evidence follow-ups

Hiring review packs

Screening references and insurer records

Succession reviews

Critical-role coverage and versioned review packs

Illustrative systems shown; your team chooses the sources and retains every approval.

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Put training preparation on a repeatable schedule

We connect the agreed exports, implement your learner and course mappings, then prepare recurring reports with unresolved evidence kept visible.

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Learn

Learn the review requirements

Agree the employee population, approved course rules, reporting cutoff and review package.

Design

Design the evidence workflow

Map learner and course IDs, define evidence checks, and agree exception owners and delivery.

Automate

Automate training preparation

Refresh the agreed reports, retain their source basis, and route unresolved items for review.

Let’s talk credit union automation

Tell us which HR review you prepare, where its records come from and what your reviewers need.

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