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Tasks and Automatic Alerts
Tasks - Managing Automatic Alerts
Tasks - Managing Automatic Alerts

(Admin Only) Manage automatic alerts for birthdays, appraisals, etc.

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Written by Edward Dixon
Updated over a week ago

As an admin, you can setup automatic alerts for certain things such as LOS, Right to Work documents expiring etc. See below on how to do this:

1. Click on 'Tasks' on the left hand side.

2. Click on the cog icon and then you will see a list of tasks you can subscribe to.

3. Choose to Subscribe or Unsubscribe as appropriate.

4. You can select who the task is sent to (Admin, Manager or Both). By Admin, this means the main notifications admin.

5. You can amend the number of days the task works on.

6. Finally, click on 'Save'.

Thanks,

Customer Services Team

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