The system allows you to generate alerts and notifications based on data changes or dated events. To configure this, follow the steps below.
Create new notification
From the dashboard menu, enter Data Centre in the search bar and select it.
Next to HR Admin Setup Settings, click OPEN, then click HR Event Configuration.
Select Event Category, then click Edit from the three-dot menu next to the required Event Type.
Click Add New Notification.
Set Indicators
To define the event timing, enter the number of days in Generate Notification, then select Before or After under Days.
Select Active Indicator, then select Test Mode Indicator.
🤓Tip: This enables the event in test mode, email reminders will only be sent to an administrator. You can disable test mode later.
Identify recipients
Click Recipient, then select a Notification Type.
Update the fields that appear based on the selected notification type.
If Email is selected, update Email Address and, if required, CC Email.
If Organisation Role is selected, enter values in Structure, Organisational Group, and Organisational Role.
📌Note: For manager notifications, set Organisational Role to Reports To Manager, then specify the level in Structure and Organisational Group.
For other Notification Type options, complete the fields that appear.
Add notification conditions
You can configure up to three conditions to determine when the system should generate the notification.
Click Conditions, then select a view from Table Name.
Under Condition 1 select the field to compare, then select an operator.
Enter the comparison value in Value.
If you need to add another condition, select AND or OR under And/Or.
As required, complete Condition 2 and Condition 3 using the same steps.
Click Save.
Configure notification subject and message body
Click Message, then click Configure Subject.
Select a view from Select Data Source, then enter the required text in Subject Text.
🤓Tip: Click individual data source items to insert them into the subject text.
Click Save, then click OK.
Click Cancel, then click Configure Message.
Select a view from Select Data Source, then enter the message content in Subject Message.
🤓Tip: To add system variables to the message, select an item from the Select Data Source lists.
Click Save, then click OK.
Click Cancel, then click Save.
Click OK, then click Cancel.