To access the iNotify feature, access from menu bar Workspace – Reminders. Click on the New Reminder button, and you can choose one of the following types: General, Documents, Events, Signees
General Reminder
This type of reminder helps you, for example, to remind employees if they have a task to complete by a certain date:
Steps to Create a Reminder:
- Message – fill in the box with the desired information
- For – select the employee(s) to whom you want to send the message
- Date – choose the deadline for when the task should be completed – after selecting the date, you will see the message Notify 0 days before – choose how many days before they should receive the notification
Optionally, check Send email and choose the message time
Click on Create Reminder
Document Reminder
Ensures that essential company information is up to date
Steps to Create a Reminder:
- Message
- Documents – select from the documents already created
- For – select employees or teams/departments
- Date – choose the notification date – after which you will get the message Notify 0 days before – choose how many days before they should receive the notification
Optionally, check Send email and choose the message time
Click on Create Reminder
Employee Profile Document Reminder
- From the employee profile select Documents
- Click on a document you need to add a reminder to
- At the top of the document, you have a clock-shaped icon
- Click on the icon to set a reminder
You can choose the reminder day, how many days in advance you want to be reminded, and check if you want to receive it by email – then click on the Set Reminder button.
Reminder Events
It can be used to send a reminder to the employee associated with a particular event. For example, you can remind an employee to explain remaining tasks to their replacement before going on leave.
Steps to Create a Reminder:
- Enter Message – Provide the message you want to send as a reminder
- Select Event – Choose the event for which you want to set the reminder
- Choose Reminder Date – Select the date for the reminder and how many days before this date the notification should be sent
- Create Reminder – Click on the Create Reminder button to finalize and set the reminder
By using the Event Reminder feature, you can ensure that important tasks or information related to specific events are communicated effectively and in a timely manner.
Signature Reminder
This feature applies to a document already created, which requires a signature from the employee or manager.
Steps to Create a Reminder:
- Enter Message – Provide the message you want to send as a reminder
- Choose Document – Select the document (based on the selected document, the application will generate a list of employees who need to sign it)
- Check Employee – Tick the box next to the employee who will receive the notification
- Choose Reminder Date – Select the date for the reminder and specify how many days before this date the employee should be notified
Reminders are structured on the notifications page into three categories:
- Inbox – Recent reminders that have not yet been completed
- Finalized– Reminders that have been marked as completed (to mark a reminder as completed, hover the reminder in the Inbox and click on the checkbox next to it)
- Future – Reminders for which you have chosen a notification date further ahead than the current day
