There are two ways that your team can be reminded to check-in.
Automatic Reminders
Manual Push Reminders
Automatic Reminders for Check-Ins
You have the option to set automatic reminders for check-ins. If you choose to do this, our system generates an auto-reminder 7 days before the check-in due date which is based on the frequency of the check-in. Learn more about check-in frequencies here.
You can edit the due date reminder frequency in a few ways. To update the due date reminder frequency for a single check-in, navigate to the Check-ins application and select the three-dot menu beside the user with an assigned check-in that you would like to edit.
From here you will select the 'Edit Check-in Form' option and a new page will appear allowing you to stipulate the days before the due date you would like the reminder email to trigger. Depending on your account settings, there may be a few different options available in the drop-down. Be sure to click 'Save' to apply your changes.
You can also change the due date reminder when assigning a check-in template or through our bulk operations function in the check-ins application.
Once set, the employee will receive their check-in reminder based on the specified advance notice. They will receive one additional past-due check-in reminder if they miss their check-in. If the user does not check-in, they will not receive any further reminders.
For detailed information on configuring due dates for check-ins and understanding how reminders align with these dates, please refer to this help article.
Manual Push Reminders
You can send a push reminder by selecting the three-dot menu next to the employee you would like to remind. Then, select "Send Check-In Reminder" to send the reminder email.
Push reminders are a one-off event, meaning that pressing it once will generate one email. You can send as many push reminders as you like.
There is also a Bulk Remind option. Check out this article here for more details.
Still have questions? Contact us at [email protected]