Ability | Configuring Ability Reminders + Pay Update Reminders

1) What are ability reminders + pay update reminders, & why are these important
2) Create a reminder for an ability
3) Editing a reminder for an ability
4) Deleting a reminder for an ability
5) Create a pay update reminder for an ability

 

1) What are ability reminders + pay update reminders, & why are these important?

Ability reminders are useful in situations when an ability (certificate, qualification, skill, etc.) has a set expiration date. Ability reminders can notify you (or the employee user) of the ability's expiration, which can trigger the necessary review works (e.g. renewal).

Pay update reminders (otherwise known as "link to pay") appears when creating or editing an ability within easyemployer. The feature allows you to link abilities to a reminder in the payroll report should the ability expire. An organisation may be required to pay a user with a specific ability more as it is considered valuable. This reminder can then trigger the necessary review works (e.g. update payroll application or easyemployer award configuration).

 

2) Create a reminder for an ability.

1. Click 'Organisation'.

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2. Click 'Abilities'.

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3. Hover over the ability, and the options cog will appear to the right, click on 'reminders'.

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4. The 'reminders' tab will now be displayed for the selected ability.

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5. Click on the 'Add reminder' button found in the top right corner.

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6. The 'add reminder' dialogue will now be displayed.

  • Manager only reminder - a manager reminder will be shown on the home page as a to do item
  • Employee only reminder - an employee reminder will be shown on the home page as a to do item

7. Add a reminder time frame (e.g. a 'value' then 'days/weeks/months' before ability expires) 

8. Click 'Add reminder'. The reminder is now added, you can have multiple reminders for the 1x ability (e.g. an 'employee reminder' 4 weeks before the ability expires, and a 'manager reminder' 1 week before the ability expires).

 

3) Editing a reminder for an ability.

1. Open the 'reminders' tab for your chosen ability.

2. Hover over the reminder and click the options button then click 'edit'.

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3. The 'Edit reminder' dialogue will be displayed.

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4. Edit your reminder configuration. 

5. Click 'Edit reminder'. The reminder is now edited and updated.

 

4) Deleting a reminder for an ability.

1. Open the 'reminders' tab for your chosen ability.

2. Hover over the reminder and click the options button then click 'delete'.

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5) Create a pay update reminder for an ability.

1. Select 'Organisation' from the top navigation bar.

2. Click 'Abilities'.

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3. Click to open an ability, the settings page will open by default.

4. Check the Linked to Pay check-box and save the changes. 

5. The payroll report will now show a warning which will need to be accepted before they payrun can be exported. When you accept this warning you need to manually go and adjust the users pay conditions should they need to change.

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