Using Smart Reminders
You can add Smart Reminders to your account to remind you when important deadlines are coming up! Smart Reminders are an easy way to keep track of dates and deadlines.
Start by going to the Employee's Profile. Smart Reminders can be created for any type of entry in the Modules section of the Employee's Profile, so if you need to be reminded of any upcoming changes, you can set those reminders up here!
Every time you enter or update a module entry for an employee, you will have the option to add a reminder that can prompt you to take further action in the future.
For example, let's imagine the situation many HR professionals are familiar with—a compliance document you need to maintain as current at all times, has an expiration date you need to keep an eye on. Our Smart Reminders tool is a great resource to prevent letting that renewable document slip through the cracks.
In that situation, go into the Renewable Documents submodule of your employee's profile and select the 'Add Renewable Document' icon. A box will pop up. Scroll down towards the bottom half of the window and check the box entitled Set a Reminder, add the date that you want to be reminded, and then add in the name of the Admin User to the Set Reminder For box and that User will get an email notification and reminder in their Dashboard when the time comes!
Don't forget, you can also click the green Edit circle towards the right and add a Smart Reminder for any existing entry at all!
Side-note: Reminders are sent based on the Admin User(s) timezone, and at the time they specify in their Admin User profile screen.
Employee Reminders
You can also opt to send a Smart Reminder notification to the Employee! Simply tick on the option to send them a reminder and they will also get an email notification, prompting them to take action based on what you enter in the 'Note for Employee' box.
You can also set Employee Reminders when making a Bulk Update to your Employees' Records.
NOTE: If the Admin User adding the employee's reminder doesn’t enter anything in the 'Note for Employee' box, then the Description of the submodule will be sent as a note to the employee. We highly recommend that the Admin User creating this Reminder enter a note advising the employee what they need to do.
Because Employee Users have limitations in their ESS Portals, this note is best used to let them know that they need to talk to their manager or upload a specific file or attachment related to this entry.