You can create custom email alerts based on date fields within BambooHR. This email alert will send based on the date in the selected field and is a one-time alert.

In this example, we are going to create a custom date alert based on the Hire Date field.

1. Alert name: The name of the alert will display under Email Alerts in Settings.
2. Send this alert to: Determine who will receive the email alert. The Admin Users option will send the email alert to all users listed as Full Admins in access levels. The Employee option will send the email alert to the employee who triggered the alert. The Manager option sends the email alert to the manager of the employee who triggered the alert. The Others option allows you to enter a specific employee, department, location, job title, division, or email address.
3. Event: Determine which custom field you would like to base the alert on. Then, set how many days before or after that date you would like to have the alert sent. You can click +Add Reminder to create an additional reminder.
4. Send Alerts at: Select what time you would like the email alert to send. In the screenshot above, the email alert will send at 3:00 a.m. (America/Denver time).
5. Alert Customizations (Optional): Enter a custom email subject heading and message for the email alert. Please keep in mind that this setting applies to all recipients of the alert. They will receive the same custom message.
6. This alert will include: Click Edit to filter which employees will affect this alert.

You can create a Custom Table Date alert based on information contained in a custom table field within BambooHR. Custom Table Date alerts are one-time alerts. A Custom Table Date alert will trigger based on the date in a table. BambooHR currently has two types of tables: historical and standard. 

Any line within the table can trigger the email alert, and the alert will include information from that line (even if it is not the most recent line of data in the table).

In this example, we are going to creating a custom table alert based on a Custom Medical Licenses table.

1. Alert name: The name of the alert will display under Email Alerts in Settings.
2. Tables & Alert Date: This field is where you determine which custom table you would like to base the alert on.  If the table has more than one date field column, you will use the Alert Date drop-down list to determine which of the date field columns will trigger the alert. You can only use one date column in the table per alert.  
3. Include other fields:  You can check the boxes next to other fields within the selected table to have its data included in the alert. Please note if you include other fields in the email alert, the data in the fields will send with the email alert regardless of the user's access.
4. Reminder:  Set how many days before or after the date in the table you would like to have the alert sent. In the example above, we are creating an email alert to check on license expiration dates. So, we want to send a notification 90 days before the expiration dates that are shown in the table. Additionally, you can receive additional reminders based on the date in the table, using a future date. You can click +Add Reminder to create additional reminders.
5. Send Alerts at: Select what time you would like the alert to send. In the screenshot above, the alert will send at 3:00 a.m. (America/Denver time).
6. Send this alert to: Determine who will receive the email alert. The Admin Users option will send the email alert to all users listed as Full Admins in access levels. The Employee option will send the email alert to the employee who triggered the alert. The Manager option sends the email alert to the manager of the employee who triggered the alert. The Others option allows you to enter a specific employee, department, location, job title, division, or email address.
7. This alert will include: Click Edit to filter which employees will affect this alert.
8. Alert Customizations (Optional): Enter a custom email subject heading and message for the email alert. Please keep in mind that this setting applies to all recipients of the alert. They will receive the same custom message.

The Employee Visa Renewal alert notifies you by a specific number of days before an employee's visa expires. The Visa Information table is an account customization that you can add to the Personal tab by clicking Customize Layout > Reorder fields > + Add. 

In this example, we are creating the Employee Visa Renewal alert based on the Visa Information table.

1. Send this alert to: Determine who will receive the email alert. The Admin Users option will send the email alert to all users listed as Full Admins in access levels. The Employee option will send the email alert to the employee who triggered the alert. The Manager option sends the email alert to the manager of the employee who triggered the alert. The Others option allows you to enter a specific employee, department, location, job title, division, or email address.
2. When do you want to be alerted?: Determine how often you would like to have this alert sent (Daily, Weekly, Monthly, or Quarterly). Then, select what time you would like the alert to send on that specific day. In the screenshot above, the alert will send at 3:00 a.m. (America/Denver time).
3. This alert will include: Click Edit to filter which employees will affect this alert.