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How can I create automatic reminders for different roles if I don’t see the option in employees roles?

 

Hi @naima_alcantara,

If you don’t see the attribute that you require in Reminders, you can create this attribute in the Employee information.

Step 1: Make the new Attribute.

Go to Settings > People > Employee information > Add an attribute.


Step 2: Settings > Employee roles > Relevant employee > Reminders.
 

In About you can choose the Attribute that you have created previously in Employee information. 

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I hope this helps!

Here you will find more information regarding: Create reminders. 

I hope you have a loverly day.

Best,

Sofia


Hi Sofia,

 

Thank you, unfortunately the plan billing doesn’t include us the reminder section.

 

Regards,

Naima Alcántara


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