By design the WorkDove system will remind employees to Check-In seven days before their next Check-In is due. For most Check-In cycles, we find that this cadence provides a good balance between leaving enough time to respond and keeping reminders fresh. That said, how can we better handle scenarios where a seven day cadence isn't the best fit?
Enter custom Check-In reminder frequency!
Manager users and above may now set a custom Check-In reminder frequency on a form by form basis. This means that one user can receive reminders seven days before their Check-In is due, while another can receive them up to 30 days in advance.
Enabling Custom Reminder Frequency
To begin using the custom Check-In reminder feature, first ask your admin to navigate to Account Settings > Preferences, then under Check-Ins set "Enable Custom Due Date Reminder" to On.
Set a Custom Reminder Frequency
Once the necessary Preference has been enabled, to set a custom reminder frequency, first assign a new Check-In form to a user or update an existing form. In the Check-In form builder, you'll now see a Due Date Reminder element.
We default the frequency to "7 Days Before", however you can find a multitude of options by clicking on the dropdown.
If one of our pre-defined frequencies doesn't quite match your use case, no problem! Select the "Custom" option to display a slider. This slider can be adjusted to set any reminder frequency between 1 and 30 Days Before the Check-In is due.
Once the desired frequency has been set, Create or Save the form to make your changes live—we'll take care of the rest!