It may be important for employees to complete specific content, for example, their onboarding.
You can use automations to send notifications to those who haven't completed the content yet, and add it to their to do list. For example, when they haven't introduced themselves to the company yet.
Example user case: new employees need to have the activity "Introduce yourself" completed within their first month on the platform.đ
Create the reminder automation:
Use the following basic steps to create a reminder automation:
Step 1. Go to Behaviour > Automations in TinQwise Control
Step 2. Create a new Automation
Step 3. Give the Automation a name and choose Check periodically
Step 4. You will have 2 conditions:
âUser-specific time conditionâ
How to compare: Compare with current time
User specific time field: Contract start date of user
Start of timespan: 24d
End of timespan: 31d
âIs activityâ
Activity: Introduce yourself
Completion status: incompleted
Step 5. You have 2 actions:
'Add to to-do list':
Recipients: user;
User source: event -> user; â
Attach to: activity;
Activity_container source: self;
Activity: Introduce yourself
'Notify user':
Title: âHave you introduced yourself yet?â
Message: âHi {{event.user.first_name}},
Your colleagues would love to get to know you! Tell them about yourself via the the learning bite "Introduce yourself". It's ready for you on the platform!"
Check 'send_email' box.
Email message: âYour colleagues would love to get to know you! Tell them about yourself via the the learning bite "Introduce yourself". It's ready for you on the platform!"
Email template: Notification (global)
Recipients: user
User source: event -> user
đĄ Note: You can also send the notification to the learner's manager or buddy by ticking To manager or To buddy. When you tick To manager, the learner receives nothing, no email and no in-app notification. The notification goes to users who hold the Manage members permission on one of the learner's groups as a personal permission (Users > user > Roles). A manager role that a whole group holds through a group permission does not receive these notifications, and if no such manager exists nobody receives it, even though the automation still counts as executed. Write the text for the manager rather than for the learner, and add two notification actions if you want to reach both.
When you tick To buddy, the notification goes to the learner's buddy, and learners without a buddy receive nothing. Notifications sent to a manager only reach users who hold the manager permission personally, not through a group role.
Step 6. Save the automation
Done! When new employees haven't completed the activity 'Introduce yourself' yet after 3 weeks, they will automatically receive the activity on their to do list, along with a notification.