Reminder

Make sure you have completed following session(s)

l Add New Employee

What is Reminder

The Reminder is a popup window at system back-end which can showing some updated useful information in order to remind admin user.

The Reminder was composed by reminder items that you can enable/disable to show.

Depends on which modules you have installed, different reminders are available. Details as follow:

	Summary mode	Detail mode	This reminder works provided that :	Example
Probation	This reminder tells you how many new joined staffs will complete probation in the coming N days.	Show a name list who will complete probation in the coming N days, and the date of probation completion.	The probation date was entered in Employee > Employment record	Check within the coming 7 days as of today.
Employment	This reminder tells you how many staffs are currently employed within a range of certain days, where the range is defined by user.	Show a name list who are already employed a certain days within the defined range.	The join date was entered in Employee > Employment record	Check if employed 55 – 60 days
Passport / Licenses Expiry	This reminder tells you how many passport or licenses that are already expired, or will be expired in the next N days.	Showing the owner name list of those expired (or to be expired) passports or licenses with the expiry date, and the type of the license.	1. The passport expiry date was entered in Employee > Basic Info. 2. The license effective period was entered in Employee > Credential records	Check the next 60 days if any passport / licenses will be expired
Late	Showing how many staffs who clock IN late this morning.	Showing the name list who were clock IN late this morning.	1. Scheduled auto download punch records from timeclock device(s) at every morning cut-off time 2. Scheduled auto analysis at every morning cut-off time
Absence	Showing how many staffs who Absence this morning.	Showing the name list who were Absence this morning.	1. Scheduled auto download punch records from timeclock device(s) at every morning cut-off time 2. Scheduled auto analysis at every morning cut-off time
Insurance	Showing how many resigned staffs whose insurance are not yet withdrawn.	Showing name list of resigned staffs whose insurance are not yet withdrawn.	Insurance info was entered in Employee > Insurance record.
Birthday	Showing how many staffs whose birthday are coming in next N days.	Showing a name list whose birthday are coming in next N days, with the date, and age.	Date of birth was entered in Employee > Basic Info.	Check if any staff’s birthday on the next 14 days.
Join date	Showing how many people will new join to the company in the next N days	Showing a name list who will new join to the company in the next N days, with showing the join date.	The join date was entered in Employee > Employment record	Check if any new join staff(s) in coming 7 days.
Resign date	Showing how many staffs will be resigned in the next N days	Showing a name list who will be resigned in the next N days, with showing the resign date.	The resign date was entered in Employee > Employment record	Check if any staff(s) will be resigned in coming 7 days.
Contract Termination Date	Showing how many staffs whose contract will be ended in the next N days.	Showing a name list whose contract will be ended in the next N days, with showing the contract end date.	The expiry date was entered in Employee > Employment > Contract	Check if any staff(s) contract will be ended in coming 30 days.

There are 2 display modes: Summary and Detail mode. The “Summary mode” normally showing how many staffs, or how many items while the “Detail mode” shows the name list, or item list with more information.

Actually the reminder can be launched by manual click the button, or auto popup after every system login. Let’s see how its work.

Steps

1 Firstly, you have to setup the reminder once before it works.

TIPS

The reminder settings are saved to current user profile. Therefore different users may setup their own preferences.

1.1 Click the [Reminder] button from the main screen toolbar.

1.2 The Reminder window will be shown immediately. It may be blank as the Reminder has not been set. Click the [Setup] button

1.3 Below screen will be shown.

1.4 You can see there are several tabs which represents a reminder item. Enable your preferred reminder(s) by click on each tab, then fill in the required options

1.5 Enable the option “Remind me after every system login” if you want the Reminder auto pop-up after every system login.

1.6 Press [OK] button save changes.

1.7 Once the reminder has been setup, it shows what you have selected.

2 To manual open Reminder window :

2.1 Click the [Reminder] button from the main screen toolbar.

2.2 The Remainder window will be shown immediately with your enabled items in Summary mode.

2.3 To switch to “Detail Mode”, simply click the [Detail] button at the bottom to expand all reminder items.

2.4 Or, you may double-click on a particular item to view its details.

2.5 For the “Passport / Licenses” reminder, if there are some records you have already processed and don’t want to show any more, you can simply hidden it by right-click on such item and then click “Remove from reminder”.

2.6 To switch back to “Summary Mode”, simply click the [Summary] button at the bottom to collapse all reminder items.

2.7 You can also press the [Print] button to print out the Reminder if you want.

2.8 Click the [Close] button to exit Reminder.

See also