How to set up scheduled notifications for Smartly app users
Getting started
Our Smartly mobile app has scheduled notifications. With scheduled notifications, you won’t have to remind employees and managers to action pending payroll items so payroll can be processed.
As a payroll admin, you can set up scheduled timesheet reminders for different pay groups, so employees get notified through the mobile app at a particular time on a given day.
You can also set up a scheduled notification for managers to approve any pending timesheets and leave before the pay run is due.
Let’s look at how to set up scheduled notifications on the Smartly site.
Regular reminders for employees
To schedule regular reminders for employees to submit their timesheets, follow the steps below:
1. From the left-hand menu, click on Settings and select Notifications.
2. Under Timesheet reminders, click on the Add new button.
3. Select the Pay Group you want to set up reminders for by choosing from the drop-down list.
4. Select the Start date for when you want your employees to start getting notification reminders.
5. Then you can select the Time that you want the reminder to go to your employees.
6. Select the Frequency for your employees’ notifications.
7. Click Save.
Note: Please ask the employees to ensure that they have notifications and/or permissions allowed for the app in their phone settings.
If this is not enabled the notifications will come into the app but will not be seen by the employees.
Regular reminders for managers
To set up regular reminders for managers to approve any outstanding timesheets and/or leave requests, follow the steps below:
1. Underneath the Timesheet reminders section, you will see a section titled Manager reminders.
2. Switch on the Send reminders toggle.
3. Select from the drop-down list how many days before pay day you want the alert to go out. You can pick from 0 to 5 days before pay day.
4. Select what time you want the notification to go through.
5. Click Save.
Note: Please ask the managers to ensure that they have notifications and/or permissions allowed for the app in their phone settings.
If this is not enabled the notifications will come into the app but will not be seen by the managers.
Push notifications
As well as scheduled notifications, both employees and managers will receive push notifications for things like:
- When an employee submits timesheets or leave requests for a manager’s approval.
- When a manager has approved or declined an employee’s timesheet or leave request.
- Or when your latest payslip is available.
If you want to turn off Push notifications, follow these steps below:
1. Log in to your Smartly mobile app.
2. Go to Menu, located on the bottom right-hand side.
3. Go to Settings, and from the Push notifications section, you can toggle on and off which notifications you want to receive.
Note: Please ensure that you have notifications and/or permissions allowed for the app in your phone settings.
If this is not enabled you will not be alerted to notifications.