SMS reminder to employees
In this article, we will show you how to set up automatic SMS reminders in collective agreements.
- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
Contents
In RecMan, as an employee management tool, employees have the opportunity to fill in hours. The employee records what time he/she was at work, and then the system calculates salary and invoice price based on a Collective agreement. If you want to remind employees to fill in their hours, you can set this up in the collective agreements.
Layout
At the bottom of the collective agreement, we find the field for reminders. Here you can set up fixed and automatic routines for SMS reminders that will be sent to the employees attached to the collective agreement.
This is what the box looks like. As we see here, we can choose what day the SMS is going out, what time and what message will be sent. We can also change an existing reminder or delete it. What we now should do is add a new one by pressing +Add.
When we press this button, we will see the following screen:
- Here we can define which day the SMS will be sent. This may be a day of the week so that it will go weekly on that day, or it may be, for example, the last Friday of the month. We will go through these settings further down the article
- Here you choose the time at which the SMS will be sent. The time you choose will apply to all future SMS reminders.
- Type: SMS.
- Here you have the option to choose from your existing SMS templates. You can read more about creating SMS templates here.
- Here you enter the message to be sent. You have the option to use mScript here to merge information automatically. You can read more about mScript here.
Choice of Day
When you want to define what day the SMS will be sent, you have several options. We will explain some of them here.
- Monday – Sunday – If you choose one of these, the SMS will go out every week on the given day.
- Last day in month – Here, you can choose that the SMS will only be sent once a month on the last day of the month. You can choose the last day or last day +2. You can also choose last Friday, Saturday or Sunday of the month.
- Last day of job – Select this to send the SMS the day the job ends. Very useful when you have many short assignments. Will not work on ongoing assignments.