When a new employee starts at your company, it is important for them to complete their onboarding. You can use automations to send notifications to those who haven't completed the content yet, and add it to their to do list. For example, when they haven't introduced themselves to the company yet.
Example user case: new employees need to have the activity "Introduce yourself" completed within their first month on the platform.👋
Create the reminder automation:
Use the following basic steps to create a reminder automation:
Step 1. Go to Behaviour > Automations in TinQwise Control
Step 2. Create a new Automation
Step 3. Give the Automation a name and choose Check periodically
Step 4. You will have 2 conditions:
‘User-specific time condition’
How to compare: Compare with current time
User specific time field: Contract start date of user
Start of timespan: 24d
End of timespan: 31d
‘Is activity’
Activity: Introduce yourself
Completion status: incompleted
Step 5. You have 2 actions:
'Add to to-do list':
Recipients: user;
User source: event -> user; ‘
Attach to: activity;
Activity_container source: self;
Activity: Introduce yourself
'Notify user':
Title: “Have you introduced yourself yet?”
Message: “Hi {{event.user.first_name}},
Your colleagues would love to get to know you! Tell them about yourself via the the learning bite "Introduce yourself". It's ready for you on the platform!"
Check 'send_email' box.
Email message: “Your colleagues would love to get to know you! Tell them about yourself via the the learning bite "Introduce yourself". It's ready for you on the platform!"
Email template: Notification (global)
Recipients: user
User source: event -> user
Step 6. Save the automation
Done! When new employees haven't completed the activity 'Introduce yourself' yet after 3 weeks, they will automatically receive the activity on their to do list, along with a notification.