Archived contracts can be structured for performance in two ways

The first kind: when initiating the signing, fill in the expiration time, and automatically build the contract expiration reminder after the signing is completed

Second: After the contract is filed, manually add different types of reminders

The first way: Automatically build reminders

Currently, the automatic build mode only supports [contract expiration reminder], and other types of reminders are not supported for the time being

When initiating a signing task, you can also set the contract expiration time. If you set the expiration time, after the contract is signed, a contract expiration reminder is automatically created when the contract is archived, regardless of whether the contract is manually archived or automatically archived. The performance personnel reminded of the expiration of the contract shall be the manager who initiates the signing task.

Second way: Build reminders manually

Different types of reminders can be added manually after the contract has been filed

Enter the archiving module, select [Archived Contract] → [I am responsible for], select the contract that needs to be built for performance, and click [Performance Construction].

At present, there are four types of performance reminders: contract expiration reminders, contract collection reminders, contract payment reminders, and contract periodic reminders.

Expiration reminder

You can select the expiration time, advance reminder days, and performance personnel. You can customize the advance reminder days. The system will send a reminder on the same day as the reminder time

The performance personnel will automatically add the participant members and the initiator members within the enterprise, and can manually modify the addition or deletion

After the submission is successful, the added performing member will see the corresponding performance event in Performance - Performance Management - My Performance

Contract collection reminder

You can enter the name of the performance time, payment amount, expiration time, advance reminder days, and performance personnel. You can customize the days of advance reminder. The system will send a reminder on the same day as the reminder time

After the submission is successful, the added performing member will see the corresponding performance event in Performance - Performance Management - My Performance

Contract payment reminder

You can fill in the name of the performance time, payment amount, due time, advance reminder days and performance personnel, you can customize the days of advance reminder, the system will send a reminder on the day of the reminder time

After the submission is successful, the added performing member will see the corresponding performance event in Performance - Performance Management - My Performance

Contract periodic reminder

Periodic reminder The start date is used as the starting point and the reminder reset frequency is used to periodically remind you once a month, once a year, or a user-defined number of days, for example, once every 15 days

After the submission is successful, the added performing member will see the corresponding performance event in Performance - Performance Management - My Performance

Add multiple reminders

Click Add More Alerts to create multiple different alerts

Performance reminder

The system notifies the relevant performance processor of the in-app message according to the advance notification date set during the creation. The processor can access the application message center and view the prompt message

Click to view the message, the page will jump to my performance list, after viewing the details of the message, the processor can perform related operations outside the system, such as payment, contract renewal, etc