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Answered

Automatic onboarding email not sent if onboarding step is in the past

  • 28 June 2024
  • 1 reply
  • 134 views

When the time between contracting and start date is short, and an onboarding template is assigned to the newcomer, the automatic emails with a due date in the past are not sent. These steps have to be send manually. Is this a deliberate choice, or can it be altered?

1 reply

Userlevel 6

Hi @Viona 

 

 

Thanks for posting in our community 🤗

 

You are correct. Onboarding emails with a deadline in the past are no longer triggered automatically and must be sent manually. At the moment, there is no alternative setting for this. The deadlines must be set in the future for the emails to be triggered.

I can understand why this option would be useful, and I would like to encourage you to post this suggestion of improvement in our ideation area. This way, other users will be able to vote for it, and the suggestion will be shared with our product team.

In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the ideation area:

  • What would you like to achieve with Personio? What issue do you need to solve?

  • Why? What would be the added value for you?

  • How are you solving it right now?

The more details, the better! However, remember not to share any personal or business data with the public.

Make sure to add the link to the idea in this thread, so that other users that find your question can upvote it.

Thank you in advance for sharing your ideas with us 🙌🏽.

Best,

 

Fernanda

 


 
 
 
 

 

 

 

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