Create a Notification

Modified on Thu, 4 May, 2023 at 11:26 AM

Notifications

Notifications are emails or mailbox messages sent to selected employees to alert them of when a specific criterion has been met. Most notifications are sent as emails.

The solution offers many predefined notifications, including birthday messages, Custom Form creations, password expirations, and delegation additions. Notification options are grouped for easier selection. An organization can select which notifications they want to use.

Create a Notification

A notification is sent to specific employees in a mailbox message or email format. For example, a notification alerts employees of their birthday or work anniversary, or when their password needs to be changed. Notifications are configured through Global Setup.

Navigation: Menu > Admin > Global Setup > Notifications

From the Company Notifications page, select New Notification.
The Available Notifications page appears.
From the Available Notifications page, select the flag icon for the applicable notification.
Note: Available notifications vary by organization. Notifications are grouped or categorized for easier selection. Some examples of the Notification categories are:
Account - contains a notification related to user accounts, such as password expiration, inactive accounts that will be locked, anniversary dates, and more.
Custom Form - contains a notification for when an employee custom form has been created.
To Do Item - contains a notification for when a System or Company Administrator performs or deletes a TO DO item.
Virtual Code Authentication - contains VCA (Virtual Code Authentication) Settings Change Request and VCA Settings hanged notifications.
The Notification edit page appears.
From the Notification page, in the Notification Description widget, enter Name and Description.
Note: The widget options vary depending on the type of notification.
In the Recipients widget, select recipients. If the notification needs to go to multiple users, configure a Group first by selecting the List Groups icon, and then selecting the Select Group icon in the Groups Lookup pop-up window.
(Optional) In the Conditions widget, select the Filter icon to add the applicable account condition filter, and then select Select.
(Optional) In the Recipients Filters widget, select the applicable filters to apply to the recipients.
In the When widget, select the time frame in which the automatic message generates.
In the Email/Mailbox Message widget, at the From field, enter an email address. This email address can be an address from a company mailbox or an individual.
At the Subject field, enter a subject for the notification.
At the Message field, edit or add an email message. Tags are used to automatically add system and account information.
1. To add a tag, place your cursor in the message body (select to set).
2. From the Tags list, select the applicable tag.
Select Save.