A contract reminder is a notice sent to people who are associated with the contract's expiration, reminding them that the contract is about to expire and needs to be renewed. A contract reminder's purpose is to keep a contract from expiring and to avoid a lapse in the HR process.

In this version, the reminder feature will only apply to contract reminders. Depending on the contract type, there will be different reminders.

Create a contract reminder

Before starting, make sure you have access to Company Settings. If not, please contact your Admin to request permissions.

Go to Company Setting by clicking on the ⚙️icon > Reminders
Click on + New Reminder
Fill in the required fields:
- Reminder Code: Enter a code for the reminder
- Reminder Name: Enter a name for the reminder
- Description: enter information to describe the reminder (optional)
- Category: default value is Contract, since the reminder feature will only apply to contract reminders in this version
- Type: Select a contract type you have set up
- Recipients: defines who will receive an email notification before the employee’s contract end date
  - Employee Groups
  - Employee Herself/Himself
  - HR-in-charge
  - Line Manager
  - Others
- Reminder Schedule: can be set to a number of days before or after the contract end date
- Email template: default template. This template will be used as the system email when sent out to your employees. You can’t update this email template
Click Create to finish.