Configure reminders

Personio allows you to configure unique and recurring reminders for different events. By default, you can set reminders for the following attributes:

  • Probation period end
  • Hire date
  • Last day of work
  • Contract ends
  • Termination date
  • Last salary change
  • Next absence
  • Birthday

In addition, reminders can be configured for attributes you have created yourself. Please note that reminders can only be set for attributes that are formatted as attribute type "Date". This article explains how to add new attributes.

The following three types of reminders can be created:

 

1. Role reminders

Simplify your HR processes by reminding employee roles of certain events, such as the probation end date of all employees. 

In addition, define due dates for a reminder and determine whether it should be repeated in annual frequency. Beyond that, specify the grouping to which the reminder should apply. Distinguish between the following employee groups: 

Group Description
All employees ... refers to all employees for whom you have view rights regarding the selected attribute.
Own Team

... refers to and includes all the employees who share the same (direct or indirect) supervisor. Please check the following article for more details.

Direct Team ... includes only the employees who share the same direct supervisor.
Special A selected group, such as your own department, your own office or employees of a certain cost center, which you choose yourself.

 

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Furthermore, add an optional description and click Add to apply the settings.

Set up as many role reminders as you like via Settings > Employee Roles > Reminders:

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Please find more detailed information in the following article.

 

2. Personal reminders

Employees can also set personal reminders via Personal Settings > Reminders:

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If you want to add personal reminders and be reminded of an attribute of all employees, the number of employees for whom you have view and/or edit rights to this information is automatically shown in brackets. In this case, it means that the employee has view and/or edit rights to the attribute Last day of work of one employee.

In addition to the personal reminder, all role reminders valid for an employee are displayed in the personal settings:

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3. Individual reminders 

Reminders that refer to specific employees can be viewed in their profile under the tab Notes, provided that the notes have been activated under Settings > Employee Roles > Access Rights. Use Create Reminder to set individual and attribute-independent reminders for any date: 

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