How do I set up a notification for an employee?
Would you like a reminder when, for example, it's the birthday of one of your employees? Notifications can be set up for each employee to help you remember this or other relevant things.
Notifications can be set up by the administrator and supervisors. Once a notification is set up, it will also be possible to edit and delete it.
In this article, you will learn how to create, edit and delete employee notifications:
This is how you create notifications for your employees
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In the menu, go to Employees > Employee list |
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Click on Edit employee notifications |
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Click on Create notification
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Fill in the following |
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Field |
Description |
Activated the
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The date when the notification should be triggered |
Notification type
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Select the type that describes what the notification is generally about. New types can be added by clicking on Add
To learn more about notification types, see the following article: Introduction to notification types
NOTE! While notification types can be created by supervisors, they can only be deleted by the administrator.
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Notification
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Enter a description of the notification, e.g. buy flowers |
Repetition
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Select if the notification should be repeated. You can choose between the following:
- Never
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Daily
- The notification must be repeated on a daily basis.
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Weekly
- Select which day(s) the notification should be triggered on every week.
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Monthly
- Select whether the notification should repeat on this specific date every month, or for example the first Monday of each month.
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Yearly
- Notifications will be triggered every year on the same date.
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Repeat each
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Here, you can adjust the repetition, for example if it should be repeated every 2, 3, or 4 months |
Ends
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Here, you can decide whether the repetition pattern should end on a specific date or never stop. |
Type
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Select how to receive the notification:
- Only in the system (go to Employees > Notifications or through the Overview)
- By e-mail
- By text message (NOTE! The add-on module Text Message must be activated)
- By e-mail and text message (NOTE! The add-on module Text Message must be activated to receive text messages).
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Receiver
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Select who should receive the notification:
- Only administrator
- Only supervisors
- Administrator and supervisors
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Click on Create
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This is how you edit employee notifications
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In the menu, go to Employees > Employee list |
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Click on Edit employee notifications |
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Click on Edit notification
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Edit the content |
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Click on Save |
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This is how you delete employee notifications
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In the menu, go to Employees > Employee list |
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Click on Edit employee notifications |
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Click on Delete notification |
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Finish by clicking on Accept |
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NOTE:
When the notification is deleted, it will no longer be displayed in the system and no e-mails and/or text message will be sent.
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