Custom / Generic Expiry Reminder
Installing this workflow tells Sense to scan employee profiles for any date field whose name matches the expiry text you specify, and warn your chosen recipients before that date arrives, so anything outside the standard expiry workflows doesn't get missed.
How it works
Set your custom expiry field text then let Sense watch for it
To use the Custom Expiry Reminder workflow, simply specify the expiry text you want Sense to look for in a date field's name (matching is case-sensitive), along with how far in advance to warn people and who should be told.
Then, every day, Sense scans employee profiles for any date field whose name contains that text.
If one of those dates is approaching, then your chosen recipients get an email and a Sense task naming the employee and the field involved, so it can be actioned before it expires.
More compliance workflows
See all compliance workflows
Common questions
What kicks this workflow off?
Any date field on an employee's profile whose name contains the expiry text you've specified. Matching is case-sensitive.
Who gets notified?
Whoever you choose, such as admins or managers. The recipients are configurable.
Can we use this for expiry dates that don't have their own dedicated workflow?
Yes, that's what it's for. It detects any date field containing your chosen expiry text, so custom or less common expiry dates can still be tracked.
Can we change how far in advance it warns us?
Yes. The lead time is configurable, along with recipients and how tasks are assigned.