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Creating an Employee Follow-Up

How to schedule future reminders to reconnect with employees.

Maxwell Bass avatar
Written by Maxwell Bass
Updated this week

Follow-ups help you stay consistent in your leadership by ensuring future check-ins happen on time.

Steps

  1. On the employee page, click the clock icon next to Add Note.

  2. Select a follow-up date.

  3. Add a reminder description

  4. Click Add Follow Up.

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