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WFM UK: HR: Setting Reminders

Fourth Customer Success Portal
  • Updated

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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