How to set reminders.
Log into Fourth’s People & Payroll solution, select the HR module from the drop down.
Fig. 1 - Module drop down
Fig. 2 - Audit and Alerts drop down
Select to 'Create A New Template'.
Fig. 3 - Create a new template button
- Personal will send to an email address entered in the Work email field of an employees record
- Location, will send to an email set up in the Location settings.
- Set the frequency that the reminder should be sent.
Fig. 4 - Add a new template
Fig. 5 - Assign events button
This will open a Pop up window, tick the events to be notified about, and if desired enter a order for them to come through on the email.
Fig. 6 - Events template window
Fig. 7 - Assign users button
Fig. 8 - Assign users window
Fig. 9 - Assign job title button
Fig. 10 - Assign job titles window
The Assigning of Events / Users and Job Titles works in the exact same way as with Alerts - see link to article below
The only variation is that the events are different, employment anniversaries for example.
The Dispatches areas are records of the alerts and reminders that have been sent out, this is why they do not have to be sent to an email address (the option ‘None’).
Fig. 11 - Audits & alerts drop down
Fig. 12 - Dispatch date
Fig. 13 - Dispatch reminder summary