AutoHR allows you to set and automate reminders for key HR processes within your business using the Compliance Tool.
To get started, navigate to the autoHR tab in the oneHR main menu.
From the Compliance dashboard, click Add New. Next, select a reminder type. The three pre-existing options here are; Document, Meeting, and Reminder. You can add new Reminder types as you see fit.
Next, give the reminder a name. For example, this may be a reminder to review the company handbook, so the type would be Document and name would be Company Handbook.
Then enter a renewal date for this document, policy, meeting, qualification, etc…
After this, set when this reminder reoccurs (if it does reoccur at all) and, using the Trigger On tab, how far in advance of the renewal the reminder should be sent.
Next, set who this reminder should be assigned to. You can select one or multiple employees here.
Lastly, we are able to create actions to accompany this renewal. You can set as many actions as you like, assigning them to different members of your team.
Once you have added this reminder, the assigned employees will receive an email from oneHR. Once the trigger date has been reached, the relevant employees will be assigned the task, and accompanying actions.