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Reminders

HRWize has the facility for Administrator and HR access level user to create reminders by going to:

Time and attendance > Reminders

or

People > Employees -> Reminders


Adding reminders

Listed here are any reminders which have already been created. 

Click on the Add button to create a new reminder. Choose the employee name the reminder is about from the Employee dropdown, enter a title of the reminder in the Reminder field. Choose a Reminder date and a Date to send reminder email.

Choose an option from the Reminder sent to dropdown. In this example 'Administrator users, HR users and Manager has been selected. 

After clicking on Submit the new reminder is listed here.

This reminder will be visible in the following calendar views:

Administrator:

HR:

 


Deleting reminders

You can delete individual reminders by checking the boxes for each reminder and then select Delete from Bulk actions.

Alternatively to delete just one reminder click Actions followed by Delete:

When an employee leaves the business, they are typically archived, however their reminders will remain active in the system. In this example there are two reminders for Abel Baker, who has now been archived. As an Administrator level user, you can click on the Delete archived employee reminders button.

An OK on the warning popup.

 

The reminders for the archived employee(s) are deleted and an advisory banner at the top of the screen confirms the successful deletion.

The reminders are also deleted from the Administrator, HR and Manager level calendars.

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