Reminders and key dates

Setting and adding new key dates for team members

Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Note: Only Super Admins/Admins/Team Leads can do this.

Need to track probation end dates, training and certificate renewal dates, or even contract end dates for your fixed term workers? Easily track this using the Key Date feature!

Reminders and notifications for key dates are sent 7 days and 1 day before the date to a team member's line manager, team lead and any admins or super admins who have opted into receiving the notification.

To add a new Key Date:

  1. Head to the People tab

  2. Click on the team member you would like to add the key date to

  3. Head to their Personal Details tab

  4. Select 'New Type' under the Key Date Section

  5. Create a name for the date type and confirm by clicking on 'Add Date type'

  6. Select on 'Add Key Date'.

  7. Select the Key Date type and enter the date.

  8. Confirm by clicking 'Assign Key Date'.

Screen Recording 2022-01-06 at 12.39.08 pm

To set a Key Date for a specific Team Member:

  1. Go to the team member's profile.

  2. Go to their Personal Details tab

  3. Go to their Key Dates section on the right hand side

Here you can see all existing Key Dates as well as add a new Key Date

Screen Recording 2022-01-06 at 12.36.37 pm

It's a date!

To delete a key date from a team member's profile:

  1. Go to the team member's profile

  2. Go to their personal details tab

  3. Scroll down to the key date you want to delete

  4. Click the bin icon

  5. Confirm delete and done!

    Screen Recording 2022-05-25 at 10.59.59 am

Did this answer your question?