WEBINAR

Staffology HR Certified: All Things Reminders & Tasks

About this webinar:

Stay on top of deadlines, events, and compliance with Staffology HR’s Reminders & Tasks functionality. This session will show you how to set up manual reminders, automate notifications, and build workflows that keep everything running smoothly.


What will I learn?

  • Explore the notification options available in the system.
  • Create manual reminders for individuals and groups.
  • Add messages to the Home Communication screen.
  • Understand the difference between Auto Notifications and Workflows.
  • Build Auto Event Notifications to automate key reminders.
  • Create and manage Workflows and Workflow Tasks.
  • Use Screen Builder for custom fields in Auto Event Notifications.
  • Run reports to track Automated Events and Workflow performance.

👉If you’re looking to boost efficiency and prevent important tasks from slipping through the cracks, this webinar will give you the practical tools to make it happen.


Martin Finney

Senior Implementation Consultant , IRIS Software Group


Dave Parker

Market Specialist, IRIS Software Group

 

Samantha Tennakoon

External Stakeholder Engagement, HMRC Making Tax Digital Programme

 

Gillian O'Dea CA

Director, J H Greenwood and Company


Eva Mrazikova (Moderator)

Accountancy Market Specialist, IRIS Software Group

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