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Setting Up Expiry Reminders

Get emails when people's Right to Work is coming up to expiry

Automatic reminders tell you, and your operatives, when someone's Right to Work is about to expire. You choose when the reminders go out and who receives them.


Choosing When Reminders Go Out

  1. Go to Expiry Hub and select 'Settings'

  2. Open Automatic reminders.

  3. Choose the points before expiry you want reminders at, for example 90, 60, 30, 14 and 7 days.

    We send a list of every operative whose right to work expires within that window. Each operative also gets a reminder on their phone.

  4. On the 'Applies to' section. Press the 'select cohorts' button

  5. Choose the cohort that should receive the emails (if one not set up, you can create a new one).

    Only the cohort you select will get the full list reminder.

  6. Select how you want the notification reminder to be received - email and / or push.

  7. Select Apply.


Use Case

An HR team that wants a regular list of upcoming Right to Work expiries at certain timeframes.


💡 Tips

  • Each reminder point covers everyone at that point or below, so nobody is missed between emails.

  • Reminders tell people. To start a new check, send a recheck from the Expiry Hub.

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