As an admin, you can set up automatic emails reminding your employees to complete their pending tasks.
While reminders can be automated, you can always manually trigger a reminder from the Tasks page. If you’d like to manually send a reminder, view the Manually send reminders to your employees help article for instructions.
To start setting up automated reminders, select the Settings tab from the left side panel.
Then, select the Notifications & reminders tab.
Select the Add a reminder button.
In the Add reminder pop-up, select the type of automatic reminder you’d like to set up:
Incomplete expenses: Remind spenders to add required details to their incomplete expenses.
Complete expenses: Remind spenders to add complete expenses to an expense report.
Unapproved expense reports: Remind approvers to approve expense reports submitted by members of their team.
Sent back expense reports: Remind spenders to resubmit an expense report that was sent back to them for edits.
Once the type of reminder is set, select the frequency (weekly or monthly) of the reminder emails. You can select the day and time the automatic reminder email will be sent.
Note: Encourage your employees to make sure their time zone is correct so they receive reminder emails at the appropriate time. Employees can update their time zone on their Profile page. For full instructions, view the Select your time zone help article.
Enter a reminder message in the text box. This message will be included in the reminder email sent to your employees.
Once you’ve made your selections, select the Add reminder button to save the automatic reminder.
Select the reminder in the list on the page to edit your selections at any time.
Select the delete icon to delete the automatic reminders.
If you need further assistance with setting up automated reminders, contact our support team at support@capitalone-fylehq.com.