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This article explains how to set up custom message notifications for shift reminders. You will learn how to create and configure personalized messages so workers receive timely and clear reminders before their scheduled shifts.
Before getting started, ensure that the Attendance feature is set up. Please note that this feature is only available on the Premium plan. To learn more, refer to the related help article.
Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Attendance’.
Step 2: Click the ‘Policies’ tab above.
Step 3: Select a policy.
Step 4: Under ‘Reminder Notifications’, you can add a new reminder notification and customize the message.
Assign Workers to Attendance Policy
Note that after creating the policy, the workers must be assigned to it.
Per Worker:
Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.
Step 2: You will see a list of users, click on the user you want to edit.
Step 3: Under Attendance, you can assign a policy to each worker individually.
In Bulk:
Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.
Step 2: Click the Bulk Select button located at the top of the page.
Step 3: Select the workers you want to assign an attendance policy to by checking the box next to their names.
Step 4: Select ‘Set Attendance Policy’.
To ensure new workers are always assigned to a policy before being added, you can make Attendance Policy a required field. To do this, go to Settings > Users > Defaults > Worker Role Settings, and add Attendance Policy to the Required Fields list.
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