Set A Reminder
To set a reminder we have to choose the model such as leaves, recruitment, etc. The date field in the model should be notified to set the reminder. Select the mode of searching as Today, Within a period, or a Fixed date. Set the ‘Reminder before’ (Number of days) field to get a notification before that number of days. Set the ‘Reminder Expiry’ field to set the reminder expiration date. Otherwise, it will expire once the end date or set date is over.
Search Options
The module offers three different modes of searching the dates- Today, Within a period, or a Fixed date. ’Today’ option compares to the current date. ’Set date’ option compares to the given date. In the ’Set Period’ option the reminder is set within the period/time frame(Start date – End date).
Pop-Up Button For Reminder
In the top bar menu, we have a button for the HR reminders. Click the button and select the reminder from the list of reminders. Then the pop-up of the reminder with detailed information is shown.
View The Related Records
Click on the reminder name to view the records.