Expiry notification for expiring documents can be sent to yourself and the employee.

This is based on documents collected during onboarding that have expiry dates.

To manage notifications:

1. In the quick menu select the hamburger icon and navigate to Platform Settings> Expiry Notifications.

2. This will list all your current documents that collect expiry dates.

3. Select the name of the relevant document to adjust settings.

Manage_Expiry_notifications.png

4. Change Notify Rep (User) and Notify Candidate (Employee) to Yes/No accordingly.

5. Click Save.

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To delete a notification:

1. Select the red X in the Delete column.

Note: This will delete the notification straight away and cannot be undone.

Red_X.png

Notification frequency:

Expiry notifications are set to send at 30, 14, 7, 2, 1 days before the expiry and then on the actual date. These frequencies can be adjusted:

 

To adjust the frequency of the notifications:

1. In the quick menu select the hamburger icon and navigate to Platform Settings> System Settings.

3. Find Expiry Notification Days. Update the days in numbers separated by commas.

4. Click Save Settings.

Expiry_notification_days.png

 

 

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