This alert occurs after the addition of a new employee. Any of the following actions will trigger the email alert: additions made directly in BambooHR, through a data import, our API, or when rehiring an employee. 

You might be using the wrong email alert option. If you are using a standard table that came with your account (i.e., Compensation, Job Information, or Employment Status), use the Custom Date email alert. If you had a custom table created for your account, use the Custom Table Date email alert. Check out the Email Alerts for Custom Fields guide for more information on both of those alerts.

By design, these alerts display the addressee's first name, unless a preferred name is set up. If an employee uses a preferred name in BambooHR, then it will display that name instead of their first name. Currently, there is no way to change this.

You might be on a few time off email alerts in Settings. BambooHR automatically sends you emails about the time off requests you need to approve, but admins can add additional reminders. You can review the time off alerts under Email Alerts in Settings to have your name removed. 

Yes! We’ve created email alert options for onboarding and offboarding. After you add tasks to an employee profile, the alert settings will apply to them and send the email reminders to the recipients.

Currently, you cannot add task reminder alerts for anything outside of onboarding and offboarding.

Email alerts will default to the address in the work email address slot on the Personal tab. If there is no work email address, the system will use the home email address.

Yes! Custom email alerts have an option for you to change the trigger times. These are in the individual alert settings. Go to Settings → Email Alerts → Click on the alert you wish to edit.

As a reminder, if the emails you are receiving are automatic notifications, you cannot modify these.

No. We've designed our email alerts to be individual. You will have to update the content, sender names, recipients, or time triggers individually.

Multiple factors can cause this:

1. Custom Email Subject and Message: Some email alerts allow you to add your own subject and/or custom message. If you didn't enter the information correctly, it will still show up in the email. The subject and message will be the same for every recipient of that specific alert. A general subject and message will create a better experience for all recipients. For example, if you are sending managers a 30-day check-in reminder for their new hire, the message might be, “As a manager, it’s time for a 30-day check-in with your new employee!” Taking this approach makes it clear what actions are necessary while you're leaving out employee-specific details that don’t apply to every recipient. In some cases (depending on the alert), the email will automatically include employee names or other information.
2. The Employee Profile: In some cases, you might have entered employee data incorrectly (e.g., a name was spelled wrong). Some email alerts automatically pull employee data into the email. You can check the employee profile to confirm the data entered is correct.
3. Who is receiving the alert?: Check the Send this alert to… settings to ensure it is sending to the intended recipients. For example, you might have added a user to the Others section but didn’t intend to have them receive alerts about all the employees included on the alert. You can remove them from that section. You can also create the same alert multiple times, editing the This alert will include… section so that the intended recipients are only receiving alerts about specific groups of employees.
4. Who is the alert regarding?: The This alert will include… settings determine who the alert will send information about. You might have the wrong group of employees selected. Use the standard filters in BambooHR to narrow that down or adjust the group.
5. Timing when creating the alert: In the alert settings for many of our email alerts, you can choose When should this alert be sent? For example, you might have set the alert to go out three days before, but it was supposed to go out four days before the date.

The Termination Date option, within the Custom Date email alert, is tied to the End Employment date in the Employment Status table. This will be a great option if you need to receive alerts based on that specific end employment date.

Note: This does not function in the same way as the Employment Termination alert, which gets sent out when you add the End Employment information to an employee profile.

As a fun reminder, the Activating Offboarding process is an effective and smooth way to send offboarding specific tasks to employees in your company. The email alerts for tasks will allow you to send additional reminders. Don’t forget that you can create your offboarding template in the settings.

Access levels do not control email alerts. If an employee is listed as “Active” on the Personal tab, they will still receive email alerts if they include the employee. You can adjust this in the Email Alert settings by removing them from the Send this alert to (recipients) list. 

The Pending Time Off Requests email alert gets sent out as long as the time off request still needs approval. For example, you might be the first approver in the workflow, which requires four people to approve the request. Until all levels have approved the request, or the request has gotten denied or canceled, all recipients listed under the Send this alert to… section will receive this email alert. That also includes the person who has already approved the request.