An employer reminder emails an employer you work with before an important date. For example, if an employer’s accreditation expires on 20 June, add an Accreditation Expiry reminder with that date. AdviserAide then emails the employer 90 and 30 days before, so there is time to renew. Employer reminders work the same way as client reminders, but are added on the employer’s profile.

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Add an employer reminder

1

Open the employer's Reminders tab

Select Employers in the left menu and open the employer. Select the Reminders tab, then select Add Reminder.
Employer profile with the Reminders tab and the Add Reminder button highlighted

Select Add Reminder on the employer's Reminders tab

2

Fill in the reminder

  • What is this reminder for? - Choose what the date is, such as Accreditation Expiry. A blue box shows how many emails will be sent and when.
  • Expiry Date - Enter the date. Underneath, AdviserAide shows the exact dates the emails will go out.
  • Recipients - Who gets the email. The employer’s primary contact is already selected. You can add the employer’s other contacts too.
  • Internal notes (optional) - Notes for your team. These are never included in the email.
Add Employer Reminder window with the reminder type, expiry date, recipients and Save button highlighted

Choose what the date is, enter the date and check who gets the email

3

Save

Select Save. The reminder appears on the employer’s Reminders tab, with the next email due to go out.
Employer Reminders tab with the Next Reminders date and the tick box highlighted

The reminder is listed with the next email due

When the employer has renewed, tick the box at the start of the reminder’s row. No more emails are sent, and the reminder moves to Completed Reminders.

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Reminders included for employers

Depending on your country, these are ready to use:
  • New Zealand - Accreditation Expiry and Job Check Expiry.
  • Australia - Sponsorship Approval Expiry and Labour Market Testing Expiry.
To change the email or the timing, or to add your own, see Reminder emails and timing and choose Employer Reminders in Settings.

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Good to know

  • You can also add an employer reminder from the Client & Employer Reminders tab on the Reminders page. Select Add Reminder and choose the employer under Client / Employer.
  • Every employer reminder is also listed on that tab, next to your client reminders.
  • If you do not see Employers in the left menu, ask your administrator.