TABLE OF CONTENTS
- Explanation of terms
- Configuration
- Behavior in the system
- This is how our customers use it
- Further articles on this topic
Explanation of terms
Onboardees automatically receive an email from the system in case they have tasks (portal tasks) in the Employee Portal that are one day away from due date.
Configuration
In Correspondence Templates, the correspondence template Employee Portal: Reminder about due task needs to be adjusted to the wording and style of speech/writing at your organization.
Behavior in the system
- The email is triggered when a task for an onboardee in the Employee Portal is due tomorrow.
- The text of the correspondence template can be adjusted according to the communication style at your organization.
On delivery, the text reads as follows:
Subject: Reminder about due task - {TASK:PORTAL_TITLE}
Hello {NEW_EMPLOYEE:FIRST_NAME} {NEW_EMPLOYEE:LAST_NAME},
here's a reminder about your task:
{TASK:PORTAL_TITLE}
We would be very happy if you could complete it in a timely manner so that you have a perfect start with us.
View your task and mark it as done in Employee Portal:
{EMPLOYEE_PORTAL:LOGIN_URL}
Thank you for your support! - The correspondence template always requires the placeholder Employee Portal - Login Link = {EMPLOYEE_PORTAL:LOGIN_URL}. This placeholder generates a link to the task for the onboardee.
- The link generated by the placeholder can be edited as text via code view.
- You can read more about it here: Display links as text
- Tasks linked to a portal task can be recognized by the icon in the task list.
- Each due task triggers an individual email for the employee.
This is how our customers use it
Our customers configure the text of the correspondence template in a way that corresponds with how they would like to address onboardees, for example, in salutations.