Custom Expiry Reminder
Custom Expiry Reminder detects date fields whose field name contains the configured expiry text, then monitors those dates and sends reminders according to the selected timing and recipients.
How it works
Important employee dates become proactive tasks instead of dates HR has to remember to check.
1
Read date field
Sense reads the relevant date field on the employee record.
2
Check reminder window
The workflow checks the configured reminder window.
3
Send reminder
When the date enters that window, Sense sends an email and To Do to the documented recipient.
See this workflow running
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FAQ
What fields can Custom Expiry Reminder monitor?+
It can detect date fields whose field name contains the configured expiry text, across screens.
Is the expiry-text match case-sensitive?+
Yes, according to the current Help Centre.
Can we choose when the reminder is sent?+
Yes. The current workflow is configurable for reminder timing.
Can we choose who receives it?+
Yes. Recipients are configurable.