I am struggling with reminder workflow. I have read a HelpCenter article, but I don’t see the reminder tab under the Roles. Now, I have a reminder tab on the each employee page with the reminders I’ve never set up. Could you please help me to find out how to create a reminder for a specific role?
Thank you in advance!
Svetlana
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Hey @Svetlana_DYM
Go to settings > roles, choose one role, then it should look like this:
Here I clicked on the role “Alle Mitarbeitenden” below it says: members, rights, reminders, calendar.
When you click on Reminders you can set whatever reminder you want to :)
Hope this helps.
Wish you the best,
Pauline
Hi @PaulineSch ,
Thank you! Yes, it was like this but somehow we don’t have it. Under “All Employees” there is nothing and also nothing in other roles. I switched the companies and in the meantime Personio has updated its interface, so I am really struggling with finding these reminders Will just wait, maybe someone from Personio will come back to me.
Hey @Svetlana_DYM
quick question: Do you have the Admin role? Looks like you don´t, that's why you can´t see the Tab “Reminder”
But if so I´d advise you to reach out to Customer Support via “Find Answers”
Note: Every Employee can also set reminders for themselves - Assuming rights are assigned - maybe that is why some of your people have reminders and others don´t?
Yes, I am assigned the “Admin” Role, but there are no reminders. And I have checked the Find Answers before posting here, but all the articles refer to the “Reminder” Tab, which I don’t have.
Thanks for the hint, I’ll contact the Customer Support now.
Best,
Svetlana
Hi @Svetlana_DYM ,
Reminders for employee roles are only available if you have a subscription for the automation plus add-on if your account was created before the 8th of August 2023:
Maybe this could be the reason.
If you want to extend your plan, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and send us a message.
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