Access PeopleHR

The system is generating an appraisal due notification on the weekly recap email.

Appraisal due tasks are being shown in recap emails

Weekly Manager Email

What's included in the daily recap emails sent to admins.

Set up a daily recap email

Daily admin email is turned on but no admin is receiving any emails.

Daily recap email not sending

Setting up a weekly recap email for employees.

Employee weekly recap email

Set up holiday reminder email

Joshua Shooter

Email settings

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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