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Step 2: Set up HR users

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Personnel>>Event Reminders>>Event 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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Next Article Step 3: Set up General Event Settings
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