Add or Edit Leave Event Reminders in greytHR Easily

Updated in September- 2024 | Subscribe to watch greytHR how-to video

Adding leave event reminder refers to the functionality in a leave management system or software that allows users to create or modify reminders related to leave events. It enables users to set up notifications or alerts to remind themselves or others about important dates or actions related to employee leave.

The Leave Event Reminder page in the greytHR Admin portal helps you define all the activities you need to execute when a leave event occurs. You can add a new leave event activity and edit/delete the existing leave event activity on the page. The Leave Type, Leave Scheme, and Leave Category dropdown lists on the page help you to filter the leave event activities.

To view the Leave Event Reminder page, navigate to the Settings icon > System Settings > Leave > Leave Event Reminder.

Add/Edit leave event reminder

To add/edit a leave event reminder, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Leave > Leave Event Reminder.

2. On the Leave Event Reminder page, click Add Leave Event Reminder. A page appears.

3. From the Event Type dropdown list, select the required event option.

4. From the Scheme dropdown list, select the required scheme. 

5. From the Category dropdown list, select the required category.

6. From the Received By dropdown list, select the required option.

7. Under the Mail Settings section, select the Send mail when event occurs (instantly) check box to send a reminder via mail. 

8. From the Mail Template dropdown list, select the required mail template option.

9. Under the Employee Filter section, from the Employee Filter dropdown list, select the required option. 

   Note: You can also click the + Add New Filter icon to add a new employee filter as per your requirements.

10. Click Save. You can view the new leave event activity on the Leave Event Reminder page.

Note: 

• You can edit/delete the leave event activity by clicking the Edit/Delete icons available on each row of the leave event.

• You can also start/pause the existing leave event activities by clicking the ▶/॥ icons available on each row of the leave event. 

Other related links:

• Configure leave scheme for the organization