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.
Table of contents:
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
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.
Only the default template is available on this version.
You can create multiple reminders for one contract type.
Edit a contract reminder
Go to Company Setting by clicking on the ⚙️ icon > Reminders
Find the reminder that you want to edit and click on More (or the ⋮ icon)
Select Edit and adjust only need necessary fields
Click Save to finish.
Delete a reminder
1. Go to Company Setting by clicking on the ⚙️icon > Reminders
2. Find the Reminders that you want to delete and click on More (or the ⋮ icon)
3. Select Delete
4. Click Delete again to confirm the action