Please note that only a Team manager or HR manager have access to create notifications


Contents

  • How to configure notifications?
  • How does the user get notified?
  • How do I delete a notification?
  • Leave Digest Emails


Users with the HR/Team Manager role can configure notifications to be triggered and assigned to specific users in accordance with various events and dates in the system. Notifications can be triggered based on any date field found on Employee Profiles, including custom date fields, as well as the 2 date fields found on Employee Records and Company Documents. At a minimum, a notification will be sent one day after the notification is configured.


Notification can be configured within the Reporting section of the application, as highlighted below:



How to configure notifications?


To configure a new notification, you will need to specify the following information:

  • Trigger:- The field which the notification will be triggered on
  • Notify who:- Who you wish to notify i.e. receive a notification & email.
  • Notification Email Message:- Enter the email message you wish to send the user who will be notified¬†


The following example will show employee's birthday reminders



Once you have configured the notification, click save. Using the above example, if an employee's date of birth is 02/07/1989 then on the 01/07 each year the Employee's HR manager will receive a notification of this event. 


What is Repeat Annually? This feature allows you to get notified of the event once every year.


How does the user get notified?


When the notification is triggered, the user(s) who are to be notified will be able to see this notification on their dashboard. Please note that notifications can be dismissed at any time.


Leave Digest Emails



Leave Digest Emails are sent to a specific team's manager and HR manager with information regarding team absence. This can be scheduled to be on a weekly or monthly basis. Leave Digest Emails are configured under Reporting > Digest Emails by an HR Manager.