Personnel Reminder
Last updated
Last updated
Administrators can set a series of reminder notifications in the system to improve company management efficiency. Via email or mobile app notification, remind the employee or his department manager to take good care of employees.
There are two types of personnel reminders: system-default personnel reminders and custom column reminders.
To use the personnel reminder function, you need to set reminder rules first.
The system presets common personnel reminder events including new joining, birthday, staff joining anniversary, contract expiration, and usage expiration. The administrator can turn on the reminder function as needed. When the reminder date set for the event is reached, the system will automatically send a message or email to remind the admin.
Operation steps: [Employee] > [Personnel Setting] > [Reminder Rule] > [Personnel Reminder], set whether to enable reminders, reminder time, reminder objects, and reminder methods for personnel events, and the system will save them immediately.
① First of all, custom field reminders are reminders for events other than the system's "default". And it is a reminder for custom events with "Date Format" as the field type. For example, the setting in figure (1) below. ② After setting, please refer to the following steps: [Employee] > [Personnel Setting] > [Reminder Rule] > [Custom Reminder Field] > [Add Custom Reminder Field] ③ In the "Add Reminder" window, select the reminder, set whether to "turn on" the reminder, reminder time, object, and method, and click "Submit". ④ The reminder events can also be edited in the custom fields of the personnel settings below.
Administrators can view employee birthdays, joining anniversaries, contract expirations, and custom field reminder events in the past 30 days, last month, current month, next month, this week, or today.
Operation steps: [Employee] > [Personnel Reminder], click the name of the employee who has event reminder, and can draft an event-related blessing to him.
Administrators can send employees birthday and employment anniversary wishes in the system, and employees will check the messages on the mobile APP.
Operation steps: ① [Employee] > [Personnel Reminder] > [Employee Birthday] / [Work Anniversary] > [Bless by Publishing Announcement] ② Fill in the relevant information and click "Save and Preview". ③ After previewing, click "Confirm to Publish". After the announcement, employees will receive blessings in the announcement on the mobile APP or via email.
