Reminders

Create reminders on employee profiles to be notified of important dates. Each reminder has a title, an optional description, and a date that can either be set manually or derived from an existing employee field such as birthday, probation end, or contract end.

Creating a Reminder

When creating a reminder, enter a title (e.g., "Probation End") and optionally a description with additional details. For the reminder date, choose whether to set a manual date or base it on an existing field — available options are birthday, probation end date, and contract end date. When using a field-based date, the reminder automatically adjusts if the underlying date changes.