Reminders ensure you never forget important dates and follow-ups related to your team. This guide covers the different types of reminders and how to set them up.
Creating a Date-Based Reminder
Date-based reminders appear on your dashboard and in your calendar as the date approaches. They are straightforward alerts that prompt you to take action on a specific day.
Linking Reminders to Team Members
You can optionally link a reminder to a specific team member. This is useful for people-related events such as:
Probation End Dates
Work Anniversaries
Return From Leave
Development Reviews
When a reminder is linked to a team member, it appears on their profile alongside their other activity. This keeps all people-related information in one place.
Choosing the Right Date
Set your reminder date with enough lead time to act on it. For example:
- For a probation review that happens on 1 June, set the reminder for 25 May so you have time to prepare
- For a work anniversary, set it for the day itself or the day before
- For a follow-up conversation, set it for the day you intend to have the conversation
If you set reminders on the exact day something is due, you may not have time to prepare. A few days of lead time makes reminders more useful.
Adding Context With Notes
The notes field is optional but valuable. When a reminder triggers days or weeks after you created it, you may not remember why you set it. Brief notes like "Sarah's 6-month probation review - prepare feedback and development plan" give you the context you need to act immediately.
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