How to add WP (work pass) information and send expiration reminder

Introduction

You can create different reminders that can be sent out to the administrator or the user or both. This guide will show you how you can create the Work Pass expiration reminder using the eStaff module, which can be accessed via the Classic interface.

NOTE: This feature can also be used to create reminders for Join Date Anniversary, PR End Date, Birthday, or even Confirmation Date.

Steps

Adding in the Work Pass details of your staff:

Step 1: Log in to the account

Step 2: If you are on the Express interface, switch to the Classic interface by clicking on the area where you see your name and click on "Switch to Classic"

mceclip0.png

Step 3: Once on the Classic interface, click on mceclip1.png

Step 4: Go to mceclip2.png

Step 5: You will be brought to the mceclip3.pngsub-tab, for a list ofmceclip4.png

mceclip5.png

Step 6: Search for the name of the staff that you would need to input the Work Pass details and click on the mceclip6.pngicon

mceclip7.png

Step 7: Click on the mceclip9.png

mceclip8.png

Step 8: Click "Add"

mceclip10.png

Step 9: Under the Resident Type, choose Permanent Resident or Foreigner.

Permanent Resident – enter the PR start and end date and select either Graduated or Full PR then click the SAVE icon.

mceclip11.png

For Foreigners – enter the WP class, number, start and end date and click the SAVE icon.

mceclip12.png

Once you have added the Work Permit details of the staff, please follow the steps below to create an expiry reminder:

Step 1: Go to mceclip13.png

Step 2: Click on mceclip14.pngThis is where you can see the list of Active Reminders in your system.

mceclip15.png

Step 3: To create a Work Pass reminder, click on mceclip16.png

Step 4: You will be brought to a page wherein you can input the details that you want to be included in the reminder email, plus some parameters that you can set on when the reminder will be sent:

mceclip17.png

Title - this is the name that will appear in the list of reminders page

Subject - this is the subject that will be displayed in the email reminder that will be sent

Body - you can input a short message that you would like to be shown on the reminder. If you would like the expiry date to appear on the body of the reminder, you can go to the "Variables" option and then copy the appropriate variable that you need, then paste it into the reminder you are creating:

mceclip18.png

Reminder's Condition - this is where you can set when the reminder is to be sent as well as to whom it will be sent to.

mceclip20.png

Step 5: Once fully satisfied with the settings, click on mceclip21.png

Was this article helpful?
0 out of 0 found this helpful