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Reminders

ANSWER ID:5425

Payroll includes a Reminders function which alerts the user and allows for a report to be printed showing reminders for a specific date range.

When the Payroll's current pay date is changed the system will prompt you to print a report for any Active Reminders falling due on or before the current pay date. This report can also be reprinted at any time from the reports menu.
Reminders are of two different types: General or Employee.

 

To create a General reminder
  1. Go to the Tools menu and choose Options.
  2. Click the Reminders tab.
  3. Click New or press F4 on your keyboard to add a new reminder.
To create an Employee reminder
  1. Go to the Maintenance command centre and click Maintain Employees.
  2. Click Select Employee.
  3. Click the applicable employee then click OK.
  4. Click the Reminders tab.
  5. Click New or press F4 on your keyboard to add a new reminder.
To complete or delete reminders

To complete a reminder simply change the status from Active to Completed. Alternatively completed reminders can be deleted using the F8 key on your keyboard.

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