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Create a VISA or passport expiry notification

You can create a VISA or passport expiry notification, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

You can set up a passport and visa expiry email notification to be sent out from the system if you follow the steps below:

  1. Go to Settings, usually within Configuration or Admin Menu.

  2. Click Notifications.

  3. Click Add notification.

    • Description -name of the notification.

    • Type - date.

    • Table- Person.

    • Field- Choose from.

      • VisaEndDate for visa notification.

      • PassportExpiryDate, for passport notification.

      • WorkPermitExpiry, for work permit notification.

      • IdentificationDocumentExpiry for standard identification document notification.

  4. Click Add Email.

    • Select an Email Template.

    • Send Email - Enter specific time, e.g. 1 week before.

    • Select recipients.

  5. Click Save.

πŸ“ŒNote: The notification can be sent to either the line manager, employee, or can be sent to other, selecting other will allow you to enter an email address of the recipient of who this will be going to.

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