While you can track the tasks pending on you and finish them, there might be the tasks pending at your employees' side, like verifying the account, reporting the expenses, adding a bank account for which you need to remind them at regular intervals.
From the Tasks Dashboard on Fyle, you can send reminders to your employees on the pending tasks on them.
You can schedule automated reminders, and Fyle takes care of sending the reminders automatically to your employees at the scheduled time. Here is the list of reminders that you can set up on this section:
Unverified employees: Employees onboarded to Fyle but have not verified on Fyle. You can send reminders to verify and start reporting the expenses.
Employees who didn't add a bank account: As you need to process reimbursements for the expenses incurred by employees, Employees need to add their bank account on Fyle to get the reimbursements.
Incomplete expenses: If the employees don't fill the mandatory fields on the expenses or don't attach receipts, the expenses remain incomplete. The employees can't report those expenses unless they are complete.
Unreported expenses: After the expenses are duly filled, the employees must submit the expense reports for approval. This reminder helps your employees add the expenses to the expense reports and submit them for approval.
Unapproved expense reports: After your employees submit the expense reports, it's on the Approver to Approve/Send back the expense report. This reminder helps the approvers to finish their task of approving expense reports.
Steps to send reminders manually from Fyle
To send the reminders for a type (incomplete expenses here), hover on it and click on Remind.
You will see a screen where you can select the employee(s) you wish to send the reminder and add a custom message to add in the reminders.
You can edit the employees' list by clicking on the edit icon beside employees count. Select the employees you wish to send reminders and click on Save.
Click on Send Reminder to send the reminder manually.
After sending the reminders successfully, you can consider automating these reminders to the employees by clicking on Set Automated Reminders.
Setting automated reminders
After sending the manual reminders, you will see an option to schedule automatic reminders to the employees at regular intervals. You can read the process of setting the automated reminders here.
Note: You can send a reminder for a type once a day. If you wish to send multiple reminders of the same type (Incomplete expenses, etc.), you need to wait 24 hours after sending the first reminder.