The system contains functionality to generate alerts and notifications on data changes or a dated event. To configure this in the back office, complete the below steps.
Create new notification
From Available Products, click CoreHR, then click CoreHR.
Select Event Management, then select Hr Event Configuration.
Select an Event Category, then click Edit against the required Event Type.
Click Add New Notification, then select a Notification Type.
Update the fields enabled based on the notification type selected.
For Email, update Email Address and, if required, CC Email.
The Organisation Role type requires values in Structure, Organisational Group, and Organisational Role.
Note: For manager notifications, update Organisational Role with Reports To Manager, then identify the level in Structure and Organisational Group.
For other Notification Type values, update the fields presented.
Click Save Changes, then click OK.
Set indicators
To establish the event timing, enter a number of days in Generate Notification, then in Days enter Before or After.
Select Active Indicator, then select Test Mode Indicator.
Tip: This enables the event in test mode, email reminders are only sent to an administrator. Test mode can be disabled later.
Click Save Changes, then click OK.
Configure notification subject and message body
Note: All notifications are built in plain text. It's not possible to use bold, italic, or underlined formats.
Click Configure Subject, then select a view from Select Data Source.
Enter required text in Subject Text, click Save, then click OK.
Tip: Click on individual data source items to add them to the text.
Click Configure Message, then select the required view from Select Data Source.
Enter the message narrative in Message Text, click Save, then click OK.
Tip: Add system variables to the message by clicking an item in the data source lists.
Add notification conditions
Up to three conditions can be configured to determine when the notification's to be produced.
Under Conditions, update Table Name with the required view, then update Condition 1 with the field you're comparing.
In the next field, select an operator such as =, then enter the comparison value in the subsequent field.
Note: Single quotes are needed before and after the comparison value. If checking for a status of P, enter a value of 'P'.
To enter a second or third condition, select AND or OR in the final field alongside the preceding condition, then update all Condition 2 or Condition 3 fields as described above.
Click Save Changes, then click OK.