Setting Reminders
You have Two Options:
- One-Time Reminder
- Recurring Reminder
One-Time Reminder:
- In the Employee Select area, highlight the appropriate employee.
- Select the employee the reminder is about. Click Reminders. When the window opens, click New.
- Check One-Time Reminder; enter a reminder Title, then the Date,
- Check Assign to all selected (checked) employees.
- Select the appropriate User (the one to be reminded) from the drop-down menu.
- In the Description window, enter any details pertaining to the reminder.
- Click Save.
Recurring Reminder:
- In the Employee Select area, highlight the appropriate employee.
- Select the employee the reminder is about. Click Reminders. When the window opens, click New.
- Check Recurring Reminder. In the Type field, select the appropriate reason from the drop-down menu.
- Enter the appropriate Through Date.
- In the Remind field, use the up or down arrows to enter the number of days ahead of the event that you wish to be reminded.
- Select the appropriate User (the one to be reminded) from the drop-down menu.
- In the Description window, enter any details pertaining to the reminder.
- Click Save.
--NOTE-- Once you have created a reminder, it will appear when you first open the program on the reminder date. It will continue to appear until you click Resolve.
Comments
Article is closed for comments.