Reminders are useful to ensure that staff respond to certain events, including:
•Contract termination dates
•Probation expiry dates
To set up reminders:
Click to play
To setup reminders:
•Go to the 'Setup' and 'Global Defaults' menu options
•Select the 'Communications' tab
•Tick 'Show Reminders/ Warnings' to activate the notifications. These display each time you log into the system.
•Tick each type of 'Reminder/ Warning' that you would like sent.
•Use the 'Event Alert' dropdown against each notification type to specify when to receive the alert. These can be 'At time of event' or a specified number of periods or months prior to the event happening.
•Use the 'Duration' column to type in how many periods or months before the notification should display before the event.
•Click on the 'Email Notifications' box for each notification type to set up 'Email Notifications'. Here you can set up the name and email address for any number of recipients. Type in the 'Recipient Name' and 'Email Address' for each and press 'OK' to have it added to the table.
