Question

Vacation Balance

  • 20 March 2024
  • 1 reply
  • 11 views

Hello,

 

is it possible to set up an automated quarterly reminder which is sent out to every employee with their current vacation balance and the prompt to please plan their holiday on time?


1 reply

Userlevel 5

Hey @matea.crc 

Welcome to the Personio Community, we are thrilled to see you here 🎊 🥳. I am happy to support you with your inquiry.

As mentioned in our helpcenter article on Create reminders, there are certain system attributes of which you can set up reminders for. Alternatively you can set up a reminder for a newly created date type attribute. 

Therefore while you can set up a reminder for employees to plan their vacation, the reminder will not be able to read and provide each employee with their current vacation balance. 

To set up the reminder, kindly create a date type attribute. After this has been done, you need to enter a date into the employee profiles of which you will use for the reminder (X days/weeks/ before/after this date). You can then navigate to the All Employees role, whereby you can then set up the vacation balance reminder.

If you require any further information on this, please let me know.

Best,

Conor

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