Custom ‘Employee Date’ Alert Workflows allow management to see important upcoming dates, such as soon-to-expire training or employee birthdays. The standard dates in Focus are Start Date, Left Date and Birth Date. Other organisation-specific dates can be created in System>User Fields.
This guide will look at an example Use Case in explaining the following:
In order to guarantee places on refresher courses, Human Resources would like to set up an alert, highlighting any First Aid qualifications that are due to expire in the next three months. They want to be emailed every Monday morning at 09:00 but only if there are any upcoming expiries.
* ‘First Aid Expires’ was created in User Fields, as it is not a standard date in Focus.
When you now navigate to the Workflow page in the Menu Bar, ‘First Aid Expires’ sits in the list along with any Workflows that you have access to.
By expanding it, you will see the details of the Workflow.
User Defined Fields allow you to add your own fields to the Employee Form, to collect the data important to you.
Create Workflow Profiles to control which Focus Users receive which reports and alerts.
Workflows are custom reports and alerts that allow you and your leadership team to keep informed and up to date.
Create instant triggers to alert your supervisors and department heads of any no shows within their team.
Create automatic reports for your team leaders and department heads about any persistent lateness issues.