As your company grows, it becomes increasingly challenging to stay on top of all the tasks required to keep things moving. Onboarding a new hire might require an office manager to secure a workspace, IT to set up a laptop, and a manager to welcome the new hire on their first day. Ensuring compliance with certain workplace regulations may require HR to schedule annual training sessions based on an employee’s work anniversary. For some positions, it may be necessary for employees to maintain active licenses—requiring HR to remind them when it’s time to renew.

That’s why we’re introducing Email Reminders—an easy way for your company to stay on top of important dates and tasks tied to employees. With Email Reminders, you can create custom reminders for any date associated with an employee profile. It could be their start date or a date from a custom field you created to fit your company’s needs (such as a license expiration date).

How It Works

To set up an Email Reminder, simply select the desired date (start date, expiration date, etc.) and indicate when the email notification will be triggered (on the actual date, one day after, two weeks before, etc.), who will receive it (the employee, their manager, all admins, or specific employees/locations/departments), and what the email will say. Zenefits takes care of the rest—automatically sending custom email notifications to the right people at the right time and ensuring all your important tasks get done.

Ideas for Using Email Reminders:

• Three days before a new hire’s start date, automatically remind your company’s IT department to set up a new laptop.
• One week after a new hire’s start date, automatically remind their manager to check in with them about how their onboarding process went.
• One month before an employee’s driver’s license expires, automatically remind them to renew their license. This might be particularly important for businesses—like trucking companies—that employ drivers.

To Get Started:

1. Log into www.zenefits.com.
2. From the dashboard, go to the “Employees” card and click Hire.
3. Select Configure Hiring Process, scroll down and Set Up Email Reminders.

For more detailed information about setting up Email Reminders, visit the Zenefits Help Center.

We’re confident that Email Reminders will boost your company’s HR productivity, freeing up valuable time to focus on the work that really matters. Give it a try, and let us know what you think in the comments.

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