The Diaries feature enables users to create automated, criteria-based reminders for key employee-related events, ensuring timely communication and proactive task management.
HR Diaries
How it Works
Diaries use intelligent triggers and adaptable rules to automatically send reminders when specific changes occur in employee records. This ensures key events like contract renewals or probation reviews are never missed. In this section, you'll learn how to set up diary events and customise them to fit your organisation's unique HR processes and workflows.
Create Event
Go to the “Diaries” section in your HR system to start setting up a new reminder.
Set Trigger Criteria
Define when the reminder should activate using employee data like start dates, probation periods, or anniversaries.
Choose Recipients
Select who should receive the reminder—employee, manager, or both—depending on the context.
Schedule the Frequency
Decide if the reminder runs once or repeats regularly by setting the run flag and frequency.
Craft the Message
Use the built-in editor to format your message, add images, and insert helpful links for clarity.
Activate and Track
Enable email notifications, let the background service handle delivery, and keep a full log for auditing and review.
Revolutionise Processes
Revolutionising processes, the Diaries feature automates employee event reminders with smart triggers and tailored content. It keeps HR teams proactive and aligned on key dates.
Key Benefits & Features of HR Diaries
- Proactive Management: Automatically remind relevant staff of upcoming deadlines or employee milestones.
- Custom Triggers: Define specific employee-based conditions like start dates or certification expiries.
- Targeted Notifications: Send reminders to employees, managers, or both, depending on relevance.
- Flexible Scheduling: Choose between one-time or recurring reminders with configurable frequency.
- Rich Content: Format reminders using familiar editing tools, including text styles, images, and links.
- Timely Delivery: Background service continuously monitors and executes due reminders.
- Visibility: View diary events directly within the system, alongside email notifications.
- Automation:Eliminate manual follow-ups with automatically triggered reminders.
- Scalability: Supports individual or bulk reminders for growing teams and organisations.
- Integration: Aligns seamlessly with employee records and existing HR processes.
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