Natural HR has the facility for Administrator and HR access level user to create reminders by going to:
Time and attendance -> Reminders
People > Employees -> Reminders
Listed here you will see any reminders which have already been created.
Click on the 'Add' button' to create a new reminder. Choose the employee name the reminder is about from the 'Employee' dropdown, enter a title of the reminder in the 'Reminder' field. Choose a 'Reminder date' and a 'Date to send reminder email'.
Choose an option from the 'Reminder sent to' dropdown, in this example 'Administrator users, HR users and Manager has been selected.
After clicking on 'Submit' and then the 'Cancel' button, the new reminder is listed here.
This reminder will be visible in the following calendar views:
You can delete individual reminders by checking the boxes for each reminder and then select 'Delete' from the 'Bulk actions' option.
Alternatively to delete just one reminder click the Actions button followed by Delete:
When an employee leaves the business, they are typically archived, however their reminders will remain active in the system. In this example there are two reminders for Abel Baker, who has now been archived. As an Administrator level user, you can click on the 'Delete archived employee reminders' button.
Then 'OK' on the warning popup.
The reminders for the archived employee(s) are deleted and an advisory banner at the top of the screen confirms the successful deletion.
The reminders are also deleted from the Administrator, HR and Manager level calendars.