Setting Up Worker Reminders

What you’ll learn

• How to configure missed check-in reminders for SMS, phone call, and email

• Where to manage reminder features in your Comms Plan

1. Prerequisites

• You must have Comms Plan features enabled for Check-In Reminders.

• You need Edit rights for worker profiles.

To confirm or enable the feature:

1. Go to Settings > Extra Features (or Feature Management).

2. Under the Comms Plan, ensure Check-In Reminders is turned on.

3. Click Save.

2. Accessing a Worker’s Reminder Settings

1. In the dashboard sidebar, click Workers.

2. Find the worker you want to configure and click Edit.

3. Select the Check In Setup tab.
   

 

3. Setting Up SMS Reminders

1. Under SMS Reminder (every mins), open the drop-down and choose the interval (e.g., 5 mins, 10 mins).

2. Under SMS Reminder Count, select how many times the SMS should be sent after a missed check-in.

3. Click Update the Worker to save.
   

4. Setting Up Phone Call Reminders

1. Under Call Reminder (every mins), choose the interval between calls.

2. Under Call Reminder Count, select how many reminder calls to make.

3. Click Update the Worker to save.
   

 

5. Setting Up an Email Reminder

1. Under Email Reminder, select the number of minutes after a missed check-in to send the email.

   • Note: Email reminders are sent only once per missed check-in.

2. Click Update the Worker to save.
   

 

6. Confirmation and Testing

• After saving, the worker’s profile will display the chosen intervals and counts.

• To test, simulate a missed check-in and verify you receive the configured SMS, calls, or email.