You can send reminder emails to the employees for completing the acknowledgment. These reminders can be sent manually or automatically using the remote tasks.
To manually send reminder emails to employees
- Navigate to the Explore Acknowledgements tab.
- Select the employees in the list for whom you wish to send reminder emails.
- Right-click and point to Tasks for Selected Instances, and select Send Reminder Emails.
This displays the following screen:
- Select the Preview Mode check box to preview the results after sending reminders.
- Click Send Reminders.
This displays the following message:
- Click Yes.
This sends reminders and displays the following message:
- Click Yes to view the results.
To set up a remote task to send reminder emails
You can set up a new remote task, Acknowledgment Reminders, to initiate reminder emails for pending acknowledgments.
- Set up a new Acknowledgment Reminders remote task.
- Add the first step with the following options:
- Step Name: Send EE Acknowledgements Reminders
- Step Type: AcknowledgementsProcessing
- Add the second step with the following options:
- Step Name: Employee Acknowledgements Reminders
- Step Type: SendReminders
- Select the Employee WF Notifications option in the second step as shown:
- Select the following checkboxes, and specify the number of days:
- Exclude employees who made changes within days – Exclude any participant who had made any changes in the past 6 days (for example).
- Exclude employees who were emailed within days – If a participant does not update even after receiving an email, he will receive the same email after 6 days (for example).
- Select the Skip Admin approvers check box to exclude the admin approvers from receiving reminders.
- Click Save and Close.
You can also configure these steps in the Housekeeping remote task. For further information, refer to the section, “To send email reminders using a remote task” in the article "Sending Reminder Emails to the Workflow Participants"
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