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What is your reminder system?

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    • #18626
      Stacey Wood PCPStacey Wood PCP
      Participant

        Both payroll & HR are very date-driven functions. What do you use to track dates/deadlines? Outlook calendar reminders? Post-it notes? Software or an app?

        Share your system & how well it works (or doesn’t) for you!

      • #18628

        I use outlook calendar reminders that are also synced to my personal phone to help me when booking medical appointments or selecting vacation days.

      • #18876
        Jenna GuyJenna Guy
        Participant

          Hey Stacey! Are you using a payroll or HCM solution today with any automated workflows? I know our Payroll Manager uses a combination of Outlook and automation to make sure nothing gets missed. This includes everything from processing payroll to onboarding new hires.

          Automation can take care of a lot, but there’s always data to double-check, especially on things like timesheets and deductions. That’s where blocking time off/setting up reminders in the calendar is helpful.

        • #19013
          Denise BurnettDenise Burnett
          Participant

            We use Outlook for the majority of our reminders. We also have an Excel database that has built in triggers for specific functions (notifying of staff probationary period ending, or the end of a contract). Our current payroll system does not have that functionality but when we bring on a new system (hopefully for 2024), I am hoping that some of those triggers can be built into it.

          • #19222
            Maria ChengMaria Cheng
            Participant

              I use Outlook calendar to track all my appointments and deadlines. It works well for me.

            • #19313
              Anonymous

                I use Outlook but I love to be old school as well to have a to do list in my desk

              • #19341
                Jana McLeanJana McLean
                Participant

                  Outlook and I future date emails to myself all the time. And still old school with my daily paper to do list

                • #19348
                  Laura KellLaura Kell
                  Participant

                    All the above 🙂

                  • #19478
                    Harman Dhatt PCPHarman Dhatt PCP
                    Participant

                      I use Outlook, but my brain is very good at reminding me of any deadlines.

                    • #23005
                      Jennifer JensenJennifer Jensen
                      Participant

                        I use Microsoft To do, you can set up recurring reminders which I love. I also use workflows from our payroll system

                      • #23187
                        Rita RaposoRita Raposo
                        Participant

                          I use Outlook Tasks. The thing I like about the Tasks is that you can re-assign them to another employee.

                        • #23236
                          Giovanni SteaGiovanni Stea
                          Participant

                            I use Outlook calendar reminders. I also color code depending on the type of meeting. I also set Alerts accordingly. If I have a meeting on another floor, I will allow myself some time to get there on time.

                          • #23453
                            Mark VaxmanMark Vaxman
                            Participant

                              I use outlook primarily

                            • #23524
                              Zvi VaxmanZvi Vaxman
                              Participant

                                Outlook calendar reminders for me

                              • #23816
                                Kirsty MaddenKirsty Madden
                                Participant

                                  I utilize my outlook task lists and reminders attached to specific emails that need to be followed up on. Keeps me organized and I can file away emails into subfolders without having to keep everything in my inbox.

                                • #23910
                                  Winnie FengWinnie Feng
                                  Participant

                                    I use Outlook calendar and the To do for reminders.

                                  • #24445
                                    Nicole Forbes PLPNicole Forbes PLP
                                    Participant

                                      All of the above but mainly outlook calendar and tasks. Also checklist for small projects.

                                    • #24447
                                      Kirsty MaddenKirsty Madden
                                      Participant

                                        I’m all about my Outlook task list and calendar reminders…have so many as ongoing recurrences to for monthly/quarterly/annually tasks too. Helps relieve the “brain burden” from ensuring you don’t miss anything.

                                      • #24547
                                        Lisa LocherLisa Locher
                                        Participant

                                          I use my outlook calendar for many reminders. I also have invested in an Apple Watch, so it taps me on the wrist when I need to be reminded.

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