Shift reminders

This article explains how shift reminders work in Easy Employer and how to configure them at both organisation and user level.

Contents

Overview

Shift reminders are roster rules that notify users about upcoming shifts. Reminders can be configured at organisation level or individually per user.

Notifications can be sent via email, SMS, or both, depending on the selected settings. Reminders can include only the user’s own shifts or also include shifts of other users they will be working with.

Set shift reminders at organisation level

Organisation level settings apply to all users unless overridden at user level.

Organisation navigation menu

Organisation management screen

Roster rules menu option

Shift reminders section within roster rules

Edit send shift reminders setting

Shift reminder delivery options

Shift reminder timing options

Reminder timing configuration screen

Reminder delivery method settings

Save shift reminder configuration

Reminder timing options

You can choose when reminders are sent relative to the shift start time:

  • 1 hour before the shift
  • A few hours before, which is 3 hours before the shift
  • At the start of the business day
  • 1 day before the shift
  • A few days before, which is 3 days before the shift
  • A week before the shift

Reminder delivery method

You can control how reminders are sent:

  • Selected methods, which uses the communication method set in the user profile
  • Email only
  • SMS only
  • Email and SMS
NOTE: Organisation level settings apply to all users unless a user level configuration is set.

Set shift reminders at user level

User level settings allow individual users to have different shift reminder rules from the organisation default.

User profile overview

User rules menu

Roster rules within user profile

User shift reminder section

Edit user shift reminder settings

User reminder timing configuration

User reminder delivery method

User reminder save confirmation

User reminder active status

User reminder summary view

Final user reminder configuration

TIP: User level settings will override organisation level shift reminder rules.