Set Reminder for Custom Fields

How to Set Up Reminder

1. Go to the Preferences tab.
2. Select Employees.

3. Click Reminders.

   

4. Click +Add.

   

5. In the Information tab:
   1. Tick Custom.
   2. Select the desired event name from the drop down list.
   3. Select a Company.

   4. Select the Branch of the employee whose Contract Expiry Date the admin wants to receive notifications for.

      

6. Settings tab:
   1. Turn Email Notifications On by ticking the Email Notification checkbox.
   2. Select Notification Time.

   3. Set up the Reminder Schedule by specifying the desired advance reminder date, such as 30 days in advance, 7 days in advance, etc.

      If the desired date is not in the options, you can enter the desired number. The maximum number of days in advance you can set a reminder is 180 days.

   4. To receive multiple reminders, press the "+ Add" button. You can receive a maximum of three reminders. For example, you can send the first reminder 30 days in advance, then another reminder 7 days in advance, and finally another reminder 1 day in advance.

      

7. In the Notify Users tab:
   1. Click Admin and select the admin's username from the drop down list of who wants to receive this notification.
   2. Click +Add.

   3. The admin's username will be displayed in the table below.

      

      
      

8. Click Save to save the Reminder settings.

   

9. The system will then notify the selected admin via the web app and email when an employee's contract expires within the set period.

   

Example of an end-of-date notification sent via email based on custom fields.