Introduction
Our reminder workflows are designed to ensure you're always aware of important upcoming dates, helping you stay informed and make timely, well-informed decisions.
They are triggered by a specific date field located within each employee’s profile. You can choose to receive notifications 7 days and/or 30 days prior to these dates.
Notifications will be come in the form of an email and a Todo and will be received by the Admin, Manager or Employee depending on the workflow.
How they work
Workflow | Description | Who receives this? |
Probation | Sends a reminder when a probation end date is upcoming | Admins and Manager |
Probation | Sends a reminder when a probation review is upcoming | Admins and Manager |
Upcoming Birthday | Sends a reminder of any upcoming birthdays | Admins |
Training Expiry | Sends a reminder when training is due to expire | Admins |
Employment Check Expiry | Sends a reminder when the 'valid to' date is upcoming | Admins |
Length of Service | Sends a reminder of any work anniversaries | Admins |
Vehicle Expiry | Sends a reminder of upcoming expirations of vehicle insurance | Admin and Employee |
Goal Due | Sends a reminder of upcoming Goal Due Dates, if you have the Goal screen. | Employee and Manager |
Sickness Ends Today | Sends reminder that sickness ends today and employee will be returning to work tomorrow. | Admins |
Generic Expiry Date Reminder | See full description below |
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Generic Expiry Date Reminder workflow
We also provide a flexible workflow that automatically detects any field that includes 'Expiry Date' (case-sensitive) in the name, on any screen. Once detected, it will notify all admins via task and email when the date is approaching - either 7 or 30 days in advance, based on your preference.
If you're on the Elite Tier or above and have access to the Screen Designer, you can add this field to any screen. Just make sure that it includes 'Expiry Date' exactly, and uses the Date Picker field type.
There's no need to modify any date fields that are already included in the standard reminder workflows mentioned above, only for new custom screens.
How to get these workflows
If you're interested in any of these workflows, please reach out to support.
Notes
It is important not to rename or move these fields from their current location to ensure the notifications function correctly.