Personnel>>Event Reminders

This module allows HR to set up reminders for upcoming HR Events (birthdays, employee anniversaries, going on leave, returning from leave, contract end, status change etc.). birthdays.

Based on the dates of these HR Events, the Scheduler in HRplus, when doing its midnight runs, ‘looks for’ events that match the defined criteria, and generates messages via the specified employees’ Inbox (Home>>My Message Inbox >> My Message Inbox), alerting them of the upcoming HR Event.

On logon, the employee will view these reminders and act on them according to company policy.

Event Types

There are twenty-eight (28) default event types for which reminders can be set.

You are not allowed to insert/edit/delete Event Types and/or Event Reminder Messages.

1. Leave Taking

2. Leave Return

3. New Hire

4. Part Time/Full Time

5. Position Change

6. Salary Change

7. Status in Position Change

8. Separation

9. Termination

10. Retirement

The remaining Event Types are currently in development for a future release.

The Event Type and the navigation path of the associated transaction in HRplus are shown below.

Please note that, where applicable, records MUST be Approved (e.g. Leave Taken). Reminders will be generated based on the specified lead time and the values in the following Date fields:

Select the employees to which Reminders will be sent. These employees constitute a group of HR Users based on Company, to which the system will send reminders once the Send to HR box is checked in Event Settings. Event Settings

 • HR Position User: for the selected Company, use the magnifying glass to select the employees to whom Event Reminders should be sent. The lookup (screenshot shown below) will display the employees by Position No and Company, click the Select link to select a record. Indicate each Company for which the user has access to view events this can be the employee’s Company or any other company. Save.

 • Search for a Company or expand a Company record to view all HR users to whom Reminders should be sent:

Event Settings

For each event, set up the criteria that determines when and to whom Reminders should be sent.

For each company, select an Event Type, define the Notification Lead Time for reminders and identify whether Manager, Employee, HR Users or user defined positions should receive these reminders.

Send to Manager: check this box if the employee’s Manager should be notified.

Send to Employee: check this box if the Employee should be notified.

Send to HR: check this box if the users specified in HR Users should be notified. Step 2: Set up HR Users

Send to Set Positions: check this box if specific positions should be notified. Expand the Event record to identify these positions:

• Reminders will be duplicated if an employee is entered more than once as messages indicate to whom they are directed i.e. HR, Employee, Manager, Position No.

• SAVE your input. The HRplus Scheduler, on its midnight run, will ‘look for’ event types that meet the specified criteria, and will generate the Reminders.

Multiple Event Reminders

HRplus allows you to set up multiple reminders for the same event as shown in the example below.

Position Settings

Use this option to add/edit Reminders for a specific Position.



• Select the Position and Event Type and enter the Notification Lead Time for that specific position this will only apply to this position. This is an optional step and is included if you wish to make edits to or add specific positions.

• The changes made here will override the data previously entered in HR Users or Set Positions (Event Settings). HR Users Event Settings Event Types

Step 3: Set up Event Settings Step 2: Set up HR Users

Employee Settings

Use this option to set up Reminders for specific employees.



• Select the Employee and Event Type and enter the Notification Lead Time for that specific employee this will only apply to this employee. This is an optional step and is included if you wish to make edits to or add specific employees.

• The changes made here will override the data previously entered in HR Users or Set Positions (Event Settings).

Step 3: Set up Event Settings Step 2: Set up HR Users

‌Events In Progress

This option allows you to view only the Events that have been generated by the Scheduler. The events listed here are generated from AFTER the date that the event reminder was setup on HRplus for that particular event.

View Employee Events that are due or overdue. Once the date for an Employee Event has passed , the next scheduled date that the event is to occur (Event Date) is generated in this view.

‌Master Email Settings

This option allows you (logged on user) to send email to your external email account alerting you to the occurrence of the event type. Once turned on, the system will send an email to the external email account, once valid, specified in your employee profile via Personnel>>Employees>>Contact Info.