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Step 2: Set up HR users

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Personnel>>HR Event Reminders>>HR Events Manager>>HR Users

Select the employees to which Reminders will be sent.  These employees constitute a group of HR Users based on Company, to which the system will send reminders once the Send to HR box is checked in Event Settings.  Event Settings

  • HR Position User:  for the selected Company, use the magnifying glass to select the employees to whom Event Reminders should be sent.  The lookup (screenshot shown below) will display the employees by Position No and Company, click the Select link to select a record.  Indicate each Company for which the user has access to view events  this can be the employee’s Company or any other company.  Save.

Lookup:

  • Search for a Company or expand a Company record to view all HR users to whom Reminders should be sent:

There is no need to enter Managers in this group as Reminders are automatically sent to them once they are designated as Supervisors via Personnel>>All Positions (Filled and Vacant)).

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Previous Article Step 1: View Event Types
Next Article Step 3: Set up General Event Settings

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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