Set up automatic email reminders

Related module:

In this article:

• Set up reminders
• Email reminders (leave & absences)
• Email reminders (Expense reports)
• Email reminders (Travel request)
• Email reminders (time & activities)
• Email reminders (well-being)

Set up reminders

Access: Admin Area > Fiche société > 'Paramètres' tab > 'Programmation des relances' section

You can set up different reminder rules depending on the module (leave & absences, expense reports, time & activities, Travel request, Well-being, etc.).

Email reminders (leave & absences)

By clicking , you add reminder rules based on several criteria concerning the leave request:

• Condition:
  • If 'date de départ en congé',
  • or if 'date de soumission à validation'.
• Number of days before or after the chosen condition.
• Status:
  • 'demande non encore validée',
  • or 'absence de justificatif'.
• Action:
  • Send an email to the employee who submitted the request,
  • or send an email to the current actor (person who must process the request according to the approval step),
  • or send an email to the approval manager of a selected level,
  • or send an email to 'Autres' (a specific person).
• Repeat every 'x' days.

Email reminders (Expense reports)

By clicking , you add reminder rules based on several criteria concerning the expense report:

• Condition:
  • If 'date de fin de la note de frais',
  • or if 'date de soumission à validation',
  • or if 'date du passage au statut à rembourser',
  • or if 'date de demande d'information avant validation',
  • or if 'demande d'information pour comptabilité'.
• Number of days before or after the condition.
• Status:
  • 'note de frais non encore validée',
  • or 'note de frais pas encore remboursée',
  • or 'note de frais pas encore soumise à validation',
  • or 'note de frais au statut Demande d'information avant validation',
  • or 'note de frais au statut Demande d'information pour comptabilité'.
• Action:
  • Send an email to the employee who submitted the request,
  • or send an email to the current actor (person who must process the expense report according to the approval step),
  • or send an email to the approval manager of a selected level,
  • or send an email to 'Autres' (a specific person).
• Repeat every 'x' days.

Email reminders (Travel request)

By clicking , you can add reminder rules based on several criteria concerning the travel request:

• Condition:
  • If 'date de départ en ordre de mission',
  • If 'date de soumission à validation',
• Number of days before or after the condition.
• Status:
  • 'Ordre de mission non encore validée',
• Action:
  • Send an email to the employee who submitted the request,
  • or send an email to the current actor (person who must process the timesheet according to the approval step),
  • or send an email to the approval manager of a selected level,
  • or send an email to 'Autres' (a specific person).
• Repeat every 'x' days.

Email reminders (time & activities)

By clicking , you can add reminder rules based on several criteria concerning the timesheet:

• Condition:
  • If 'date de dernier jour de la feuille de temps',
  • If 'date de soumission à validation',
  • If 'date des demandes de travail exceptionnel',
• Number of days before or after the condition.
• Status:
  • 'Feuille de temps non encore validée',
  • or 'Feuille de temps non soumise à validation',
  • or 'Demande de travail non encore validée',
• Action:
  • Send an email to the employee who submitted the request,
  • or send an email to the current actor (person who must process the timesheet according to the approval step),
  • or send an email to the approval manager of a selected level,
  • or send an email to 'Autres' (a specific person).
• Repeat every 'x' days.

Email reminders (well-being)

By clicking , I add reminder rules, based on several criteria:

• Condition:
  • 'Si date de la dernière déclaration d'humeur'
• Number of days before or after the condition.
• Action:
  • Send an email to the employee.
• Repeat every 'x' days.

Keywords: Fiche société · reminders · emails · schedule · repeat · send · last · leave & absences · expense reports · time & activities · Travel request · Well-being