Payroll Reporting Reminders

📋 overview automatic client notifications the payroll dashboard automatically sends email and sms reminders to clients at scheduled times during each payroll cycle these notifications prompt clients to report their payroll hours on time or inform them of upcoming payroll processing all reminders are sent automatically, but users may also send them manually from the payroll dashboard if needed enterprise clients are excluded from receiving these automated reminder emails 🕒 reminder schedule & triggers for clients with manual reporting clients receive up to two reminders per payroll cycle, plus a late reporting notice if they miss the deadline once the client reports their hours, no further reminders are sent for that cycle reminder #1 – sent 48 hours before the client's processing day at 10 00 am reminder #2 (final) – sent 24 hours before the client's processing day late reporting email – sent on processing day at 12 00 pm (during business hours) if no report is submitted note clients with a reporting type of portal or timesheet will receive these reminders portal clients are sent a link to pro software timesheet clients are sent links to the mobile app and client portal for reporting for clients with auto reporting instead of requesting hours, these clients receive a payment notice reminding them that their payroll will be charged automatically auto payroll reminder – sent 48 hours before the client's processing day delivery method – email and sms 🔄 manual sending option users can manually trigger any reminder email from the notification tab on the payroll card manual sending does not stop the system from sending automatic reminders later unless the client submits their report 📌 key details enterprise clients do not receive automated reminder emails (manual sending still available) reminders respect the client’s reporting type and processing day settings sms messages are sent in parallel with emails for better reach ✅ best practices verify reporting type and processing day in the client profile to ensure accurate reminder timing use manual send if immediate action is needed before the next scheduled reminder monitor clients with late reporting flags to ensure timely payroll processing 📷 example reminder email reminder 1 preview sms final reminder preview late reporting list of all automated emails and dispatch times next steps after understanding flags payroll dashboard overview learn how to filter by flags admin tab manage flag assessment ach approved flag walkthrough detailed ach flag process 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation