Automatically send out reminders

  • 15 March 2024
  • 3 replies

Is there a way to automatically send out reminders to employee’s who have not completed an onboarding step? Specifically who have not filled in their data like IBAN?




Best answer by International Support Team 12 April 2024, 15:41

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3 replies

this is my questio,too. 

Userlevel 3
Badge +5

I am also interested in the answer to this question 😄

Userlevel 5

Hi @jan_wagener, @HRfan and @Skeku,

Automatic email reminders are sent by Personio to employees with open Onboarding steps that need to be completed.

Seven days before the deadline, Personio sends the first notification email to all employees responsible to complete the respective onboarding step, and creates a relevant to-do in their Inbox. Another email reminder is sent by Personio two days before the deadline expires. If any onboarding to-dos become overdue, the responsible employees receive daily email reminders.

For further information on notifications related to Onboarding to-dos, I invite you to visit our Help Center article: Assigning and Managing Onboarding Templates

Let me know if this answers your question or if you are referring to something else, and I’ll be happy to help! 😀 



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