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    WFM UK: HR: Setting Reminders

    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. 1 - Module drop down 
     
    Then select 'Reminder Set Up' from the Audit & Alert drop down.
     
    Fig. 2 - Audit and Alerts drop down

    Fig. 2 - Audit and Alerts drop down

    Select to 'Create A New Template'.
     
    Fig. 3 - Create a new template button

    Fig. 3 - Create a new template button
     
    Enter a Description, and select to which address the email should be sent, 
    • 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.
    It is advised not to enter email addresses that are accessed by multiple people as alerts may contain sensitive information. E.G HR@Locationemail.com
     
    • Set the frequency that the reminder should be sent.
    User-added image

    Fig. 4 - Add a new template
     
    Select 'Assign Events'.

    Fig. 4 - Assign events button

    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. 5 - Events template window

    Fig. 6 - Events template window
     
    Select 'Assign Users'.
     
    Fig. 5 - Assign users button

    Fig. 7 - Assign users button
     
    Search for the employee to receive the email reminder, select and Save.
     
    Fig. 6 - Assign users window

    Fig. 8 - Assign users window
     
    Alternatively if this alert should be received by all employees within a certain Job Title.
     
    Select 'Assign Job Titles'.
     
    Fig. 7 - Assign job title button

    Fig. 9 - Assign job title button
     
    Select the Job Titles and use the single arrows to move them across to the Assigned area, then click Save.

    Fig. 7 - Assign job titles window

    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.

    Dispatches

    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’).

     
    Select the 'Reminder Dispatches' in the Audit & Alerts drop down.
     
    Fig. 15 - Audits & alerts drop down

    Fig. 11 - Audits & alerts drop down
     
    Select the Dispatch Date.

    User-added image

    Fig. 12 - Dispatch date
     
    This will show a record of all the details that would have been sent out in the email to the assigned Users / Job Titles.


    User-added image

    Fig. 13 -  Dispatch reminder summary
     

    See also:

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