Add Custom Reminder

Use Add Custom Reminder to create and send custom messages to employees.

Note:  

Supervisors can only send messages to employees in their reporting structure. Administrators can send messages to all employees or selected subsets of employees.

Create a Custom Reminder

  1. Click administration | Notifications | Reminders.

  2. Click Add Custom Reminder. The Add/Edit Custom Reminder screen displays.

  3. Type the name of the custom reminder in the Name: field.

  4. Type the description of the custom reminder in the Description: field.

  5. Type the date that you want the custom reminder to start in the Start Date: field.

  6. Type the date that you want the custom reminder to not display anymore in the Last Date of Display: field.

  7. Type the custom reminder message in the Message: field.

  8. Check the Active: box if you want the custom reminder to be active. This is the default option.

  9. Click Next >>.

  10. Select the administrators that you want the custom reminder to display for in the Select Administrator(s) to include: field.

  11. Select the supervisors that you want the custom reminder to display for in the Select Supervisor(s) to include: field.

  12. Click Next >>.

  13. Select the employees that you want the custom reminder to display for in the Select Employee(s) to include: field.

  14. Click Done. The Reminders screen displays with the custom reminder displaying.

Note:  

The Event Reminders Report, available in reporting | Standard Reports | Notifications | Event Reminders, can be used to track employees who have and/or have not acknowledged receipt of Custom Reminders.

Deactivate a Custom Reminder

  1. Select administration | Notifications | Reminders.

  2. To view details of a reminder, click Details next to the reminder in which you want to view/deactivate. The Add/Edit Self Reminder screen displays.

  3. Uncheck the Active: checkbox to deactivate the reminder.  

  4. Click Next through the following two screens, then click Done.