Set Reminder for Contract End Date

How to Set Reminder for Contract End Date

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

3. Click Reminders.

   

4. Click +Add.

   

5. In the Information tab:
   1. Select System.
   2. Select Event Name as Contract End from the drop down list.
   3. Select a company.

   4. Select the branch of the employee whose Contract expiration date the admin wants to receive notifications for.

      

6. Settings tab:
   1. Turn the Email Notification 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. Under the Notify Users tab:
   1. Click Admin and select the admin's username 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 notification 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 a contract expiration date notification sent via email.