The “Submit for approval” reminder
If you enabled the “Approve timesheets” feature (more here), you can switch on the “Submit for approval” reminder. In this case, you can customize automatic email reminders which will be sent to the members of your staff, reminding them to submit their hours for approval.
To set up these reminders, go to “Settings” -> “Reminders”, as it’s shown below:
Here, you can choose a day and time when these reminders have to be sent to those who haven’t yet submitted their timesheet for your approval. You’re free to customize the email as much as you want, for instance, change the subject and the body of this reminder. After clicking on the “Save” button, it will be enabled.
The “Time tracking” reminder
Another reminder you can activate is the “Hours Reminder”. This one is used if users log less than x hours per day/week.
In the field “Select User or Role”, chose a specific staff member or role (admin, leader, member, capture data) who should receive this reminder. Enter the number of hours in the “Hours” field – if the user will log less than this amount, he/she will automatically receive this reminder. Next, choose whether these hours are for a week or for a day.
Click “Add this rule” to activate it. You can add as many rules as you wish. Also, you can switch any of them on or off at any time.
Your staff members will receive the following reminder:
If you select a weekly reminder, the reminder will be sent on the first day of the week, regarding to your company settings:
The “Estimate” reminder
You can set up “Estimate” reminders to send automatic reminders to specific staff-members/Roles before the estimate offer is no longer valid. Simply choose the Role/Staff and add the days before the reminder should trigger via system bell notification: