5.2 Employee: Reminders

Reminders

1. A reminder can be created for an upcoming event for any employee, from the Reminders tab. To do this, search for the employee, open Employee Details and click on ‘Add Reminder’ in the Reminders tab. Select the due date for the event and then select the reminder type from the ‘Reminder’ list. If the reminder is not in the standard reminders list you can select ‘Custom’ and then describe the reminder in the ‘Comments’ field.

2. To add reminders to the standard list, go to ‘Setup’ on the menu bar and click ‘Reminders’ and then the ‘Add’ button.

3. If a reminder will occur on a regular basis for the employee, you can make it re-occur automatically (JT will add the reminder again once it is acknowledged). JT will list the reminder in the Reminders window, up to the number of days set here. The reminder will stay listed in the Reminders window until it is acknowledged (either in the Reminders window or here by deselecting the ‘Active’ box).

4. If a reminder is not acknowledged and ‘Remove from Device’ is selected, the employee will be removed from devices (made Inactive) by the Device Engine on the due date. This will only work where JT communicates directly with devices.

5. If ‘Email Notification to employee’ is selected, a reminder will be sent to the employee using the address entered in the Personal1 tab. If you select ‘Email Notification to Address/es’ or ‘SMS Notification’ the Device Engine will email or SMS the reminder to the email address/s or cell phone number/s entered, every day at the set time until the reminder is acknowledged unless ‘Acknowledge after notification’ is selected, then it will just email or SMS the reminder once.

6. ‘Display Notification on Device’ - compatible devices will show due reminders when employees clock. This option will automatically become available after ‘Get Device Type’ has been performed on compatible devices. 

REMINDERS WINDOW:

All reminders which are due (or overdue) are listed in this reminders window. The icon on the menu bar will indicate to the user if any reminders are due. Select any reminder/s, then click ‘Acknowledge’ or ‘Postpone’. ‘Acknowledge’ will set the reminder to ‘Not Active’ in the employee window where the history is kept. If you ‘Postpone’ the selected reminder/s it will change the due date into the future and is listed again, according to the ‘Warn before’ number of days before the due date. Reminders are created in the Employee Details window. Commonly used (regular) reminders can be created in the ‘Reminders’ window, accessed under the ‘Setup’ menu item.

Right-clicking anywhere within the window will present a context menu which allows for postponement or acknowledgement of reminders, or allows Employee Detail fields to be added as columns in the window.

• Related Articles

• 11.4 Notifications

  Notifications Offsite email address - is always used when doing a backup zip and email, as the suggested recipient. Enable the ‘Notification via SMS’ when selected devices go offline. Only SMS when offline for at least - if ticked the option for ...

• 17.2 Event Type

  Event Type DEVICES NOT IMPORTING This option will produce a summary email showing which (if any) devices have been offline since last successful import. The number of hours since last import can be specified. EMAIL REMINDERS You can configure JT to ...

• 5.4 Employee: Documents

  Documents 1. Files may be uploaded and attached to employee profiles. Any type of file may be added. 2. A ‘Document Type’ may be selected, to categorize the file. Document types can be added or removed by going to ‘Setup’, ‘Document Types’. 3. To add ...

• 4.1 Employee List

  Employee List 1. On the toolbar there is a drop-down list of employees, as shown below: 2. The employee that you select will become the Active employee, and all actions will be applied to that particular employee E.g. Reports and Manual Adjustments. ...

• 13.1 Custom Fields/Employee Fields

  Custom Fields Accessed via ‘Setup’ on the menu then ‘Custom Fields’, this window has various options for customizing fields and labels. Employee Fields Custom ‘Employee Fields’ are shown on the Employee Details window and allow you to save customized ...