Step 1: View Event Types
Personnel>>Event Reminders>>Event Manager>>Event Types
Event Types
There are twenty-eight (28) default event types for which reminders can be set.
You are not allowed to insert/edit/delete Event Types and/or Event Reminder Messages.
![](https://media.screensteps.com/image_assets/assets/005/290/556/original/ff7bd078-16b0-4d98-926d-a3b8dddeee1e.png)
At present, the following Event Types are fully functional:
- Anniversary
- Acting in Position
- Birthday
- Contract Ending
- Identification Renewal (Drivers Permit)
- Leave Taking
- Leave Return
- New Hire
- Part Time/Full Time
- Position Change
- Salary Change
- Status in Position Change
- Separation
- Termination
- Retirement
The remaining Event Types are currently in development for a future release.
Event Type Transactions
The Event Type and the navigation path of the associated transaction in HRplus are shown below.
Please note that, where applicable, records MUST be Approved (e.g. Leave Taken). Reminders will be generated based on the specified lead time and the values in the following Date fields:
No. | Event Type | HRplus Transaction |
---|---|---|
1 | Anniversary | Personnel>>Employees>>Company
and Status Info>>[Fill Date] |
2 | Acting in Position |
Personnel>>Transactions>>Acting>>[Effective Date] |
3 | Birthday | Personnel>>Employees>>Personal
& Address Details>>[Date of
Birth] |
4 | Contract Ending | Personnel>>Employees>>Contract
[Contract To] |
5 | Identification Renewal | Personnel >> Employees >> Toggle Additional Details >> Identification Data >> [Drivers Permit Renewal Date] |
6 | Leave Taking | Benefits>>Leave
Transactions>>Leave Taken>>[Date
Taken] |
7 | Leave return | Benefits>>Leave
Transactions>>Leave Taken>>[Date
Returned] |
8 | New Hire | Personnel>>Positions>>All
Positions (Filled and Vacant)>>Create Employee>>Identity Hire
Data>>[First Hire Date] |
9 | Part Time/ Full Time | Personnel>>Transactions>>Part
Time/Full Time Changes>>[Effective
Date] |
10 | Position Change | Personnel>>Transactions>>Positions
History>>[Effective Date] |
11 | Salary Change | Personnel>>Transactions>>Salary
Changes>>[Effective Date] |
12 | Status in Position Change | Personnel>>Transactions>>Status
Change>>[Transaction Type: Status
in Position Change>>[Effective
Date] |
13 | Separation | Personnel>>Transactions>>Separations>>[Effective Date] |
14 | Termination | Personnel>>Transactions>>Separations>>[Effective Date] |
15 | Retirement | Personnel>>Transactions>>Separations>>[RET RETIRED] [Effective Date] |
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