If you're relying on spreadsheets to manually track document expiration dates, stop 🛑
📅 Use the 'Reminder' column in the File Library to manage expiry dates and reminders:
Navigate to the File Library: Go to the "Show More" menu and click on "File Library."
Add Reminder Date Column: Set a reminder date and specify who should receive these reminders in the "Reminder To" column.
Built-In Alerts: Get automatic reminders of upcoming expiration dates to ensure compliance.
Save Time and Effort: This feature is designed to streamline compliance management, helping your team save time and reduce administrative workload.
💡PRO TIP: Create a custom smart view called "Compliance Management" in the File Library. This provides your compliance team with an easily accessible dashboard view of all compliance-related tasks.
⭕ How to Use:
Set Expiry Dates: Ensure you set an expiry date to activate reminders.
Assign Reminders: Select the users who will receive the reminder notifications.
The Reminder will be sent through email, you can check email template number 9.10. Candidate's document reminder in case looking for any customizations.
Navigate to Settings > Email templates
By leveraging these settings, you can efficiently manage document expirations and ensure compliance with ease. For further assistance, feel free to reach out to our support team.
Happy Recruitment #TheVinnyWay🤩