Set up automatic email reminders

Do you want to regularly follow up with employees who have not submitted their timesheets for validation?

Do you want to remind managers to validate expense reports?

Eurécia allows the configuration of automatic email reminders.

Who is concerned by this article?

The administrator as responsible for setting up the platform.

Set up reminders

Access: Admin area > General settings > Company record > 'Configuration' tab > 'Schedule email reminder' section

It is possible to set up different reminder rules depending on the module (expense reports, staff leave & absences, etc.).

Email reminders (Staff leave & absences)

By clicking on the ' 'red, I add reminder rules, according to several criteria concerning the leave request:

• Condition :
  • If 'Staff leave start date',
  • or if 'date submitted for approval'.
• Number of days before or after the chosen condition.
• Status :
  • 'Request still pending approval',
  • or 'No receipt provided'.
• Action :
  • Send an email to the employee who made the request,
  • Or send an email to the current actor (person who must process the request according to the validation step),
  • Or send an email to the validation manager of a selected level,
  • Or send an email to 'Others' (a specific person).
• Repeat every 'x' days.

Email reminders (expense reports)

By clicking on the ' 'red, I add reminder rules, according to several criteria concerning the expense report:

• Condition :
  • If 'expense report end date',
  • Or if 'Date submitted for approval',
  • Or if 'Expense report end date',
  • Or if 'Info request date',
  • Or if 'Accounting info request date'?
• Number of days before or after the condition.
• Status :
  • 'Expense report still pending approval',
  • Or 'Expense report still pending reimbursement',
  • Or 'Expense report at info request status',
  • Or 'Expense report at accounting info request status'.
• Action :
  • Send an email to the employee who made the request,
  • Or send an email to the current actor (person who must process the expense report according to the validation step)
  • Or send an email to the validation manager of a selected level
  • or send an email to 'Others' (a specific person)
• Repeat every 'x' days.

Email reminders (time & activities)

By clicking on the ' 'red, it is possible to add reminder rules, according to several criteria concerning the timesheet:

• Condition :
  • If 'Date of last day in timesheet',
  • If 'Date submitted for approval ',
  • If 'Exceptional work request date',
• Number of days before or after the condition.
• Status :
  • 'Timesheet still pending approval',
  • Or 'Timesheet not submitted for approval',
  • Or 'Work request not yet validated',
• Action :
  • Send an email to the employee who made the request,
  • Or send an email to the current actor (person who must process the timesheet according to the validation step),
  • Or send an email to the validation manager of a selected level,
  • Or send an email to 'Others' (a specific person).
• Repeat every 'x' days.

Email reminders (well-being)

By clicking on the red '+', I add reminder rules, according to several criteria:

• Condition :
  • 'If date of last stated mood '
• Number of days before or after the condition.
• Action :
  • Send an email to the employee.
• Repeat every 'x' days.

Keywords associated with this article:

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