Creating a Task Reminder

A task must be created and must have a duration, because at runtime for each new hire, the due date gets calculated by adding the duration onto the date that the task gets assigned.

The due date takes into account only the working days that are used in the zone, for example not Sunday or any days configured.

Configuration > [Onboarding (Transitions)] Administration > Task Definitions

  1. Click the name of the task for which you want to create a reminder.
  2. Click Create next to Reminders.
  3. In the Assignees field, click Owner or Assignees or individual assignees.
  4. Select a triggering time.
    The triggering time is expresses in days (not time of day) before or after the task's due date.
  5. Select a notification message.
  6. Click Save.

A reminder entry appears in the Reminders section. On the day specified, if the task remains In Progress, the reminder recipient will receive an email with the selected message template.