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Summary Steps to use the Event Reminders Module

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Before using this module, please identify/ensure:

  1. The Event Types that are relevant to your company.
  2. The Positions, HR Personnel and any other employee/s to which Reminders should be sent.
  3. That Supervisors (managers) are set up for employees. ( Reporting relationships must be configured)
Step Task Navigation

Description
1 View Event Types Personnel>>HR Event Reminders>>HR Events Manager>>Event Types
  1. Identify the Event Types for which you wish to send reminders from the list of 27 default event types.
  2. Understand the HR transactions and their navigation paths and key Date fields that trigger these reminders.
  3. Understand the role of the Scheduler in generating the reminders.
2 Setup HR Users Personnel>>HR Event Reminders>>HR Events Manager>>HR Users
  1. For any specific company, create a group by selecting any number of HR positions to which you wish to send reminders.
  2. For each user, identify the Company to which that user can view events, which may or may not be the users own company.
3 Set up General Event Settings Personnel>>HR Event Reminders>>HR Events Manager>>General Event Settings
  1. For each company, select an Event Type, define the Notification Lead Time for reminders and identify whether Manager, Employee, HR Users or user defined positions should receive these reminders.
  2. Multiple reminders can also be set up for the same event.
4 Position Settings Personnel>>HR Event Reminders>>HR Events Manager>>Specific Position Settings
  1. Set up reminders for specific positions if required.
  2. This is an optional step that allows you to insert/edit reminders that you may wish to be generated for specific positions only.
  3. The edits here override data previously entered for the specific position.
5 Set up Employee Settings Personnel>>HR Event Reminders>>HR Events Manager>>Specific Employee Settings
  1. Set up reminders for specific employees if required.
  2. This is an optional step that allows you to insert/edit reminders that you may wish to be generated for specific employees only.
  3. The edits here override data previously entered for the specific position.
6 View-Only Events in Progress Personnel>>HR Event Reminders>>HR Events Manager>>Events in Progress
  1. This View-Only option allows you to view all events that were previously generated by the Scheduler.

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Personnel

Introduction and Key Concepts 4
Set Up Company Structure 15
Set Up General Codes 12
Set Up Qualification Related Codes 7
Set Up Payroll Related Codes 2
Set Up Transactions 5
Set Up Letter Templates 6
Set Up HR Workflow 12
Set Up Event Reminders 11
Set Up Job Profiles 7
Set Up Onboarding 9
Position Management 12
Hiring and Onboarding 9
Employees 4
Employee Transactions 13
Contracts 5
Immigration 10
Offboarding 11
Personnel FAQs 9

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