Gradience Pro / Enterprise - Reminders

Set Up Reminders in Gradience Pro / Enterprise Software

You have two options. You may follow the steps below or you may print-out each of the two PDFs below.

One Time Reminder

1. In the Employee Select area, highlight the appropriate employee.

2. Select the employee that the reminder is about.  Click Reminders.  When the window opens, click New

3. Check One Time Reminder, enter a reminder Title, the Date,

4. Check Assign to all selected (checked) employees.

5. Select the appropriate User (the one to be reminded) from the drop-down menu.

6. In the Description window, enter any details pertaining to the reminder.

7. Click Save.

Recurring Reminder

1. In the Employee Select area, highlight the appropriate employee.

2. Select the employee that the reminder is about.  Click Reminders.  When the window opens, click New

3. Check Recurring Reminder, In the Type field select the appropriate reason from the drop-down menu.

4. Enter the appropriate Through Date.

5. in the Remind field, use the up or down arrows to enter the number of days ahead of the event that you wish to be reminded.

6. Select the appropriate User (the one to be reminded) from the drop-down menu.

7. In the Description window, enter any details pertaining to the reminder.

8. Click Save.

Note: Once you have created a reminder it will appear when you first open the program on the reminder date.  It will continue to appear until you click Resolve.

Setting up Reminders for All Anniversaries

1.   Click Reminders on the left side of the screen.

2.   Under Employee Select click Browse and then click the red check mark to select all employees.

3.   Under the Reminders heading, click New.

4.   Move to roughly the center of the screen and check Recurring Reminder.

5.   In the Type field, select Anniversary.

6.   In the Through Date field, enter a date equal to or later than the last anniversary of the year. If you want this to occur for several years, enter the year accordingly.

7.   Set it to Remind 0 Day(s) before the event.

8.   Under User, enter the person to be reminded. Selecting Global will remind everyone who uses Gradience.

9.   Under Description you may enter details about the reminder or paste a saved file.

10. Click Save.

 

Example:

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