Common Notification Scenarios

Modified on Thu, 4 May, 2023 at 11:28 AM

Employee Record Status Change

In this example, a company wants to use a notification to alert managers and the company administrator, Max Blackburn, of any employee status changes in their record. This notification is sent to Manager 1 of the employees and Max Blackburn.

Employee Record Status Change Notification Setup Example (Click to enlarge)

The Manager and Max Blackburn both received an email alert that the employee changed from Active to LOA status. Notifications are sent to the individual's email address on file and appear in their My Mailbox icon, under My Notifications. Select the + next to the Notifications area in the image below to see the configured notification for this manager.

Manager View of Notification

This is what the configured notification looks like to Managers.

Click the image to zoom. Click again to return to the course.

Additional Notification Examples

Below are a few common notification scenarios along with an example of the configuration. Click each image to enlarge.

Click to enlarge		This setup sends an email notification to the HR department when an employee submits an I-9 form.
Click to enlarge		This setup sends an email notification to the employee's manager when an employee reaches an anniversary date.
Click to enlarge		This setup sends an email notification to the Retirement Administrators when an employee fills out a new 403B form that needs processing.

The notifications available to your company depend on the modules/features in each module that your company is using. HR Notifications are organized into Groups. Some examples of the groupings (or categories) are:

ACCOUNT – Contains notifications related to User Accounts, such as password expiration, anniversary dates, etc.
ACCOUNT (PERFORMANCE DEVELOPMENT) – Contains performance goal reminders.
ACCOUNT (PERFORMANCE REVIEW) – Contains notifications for the multiple phases of the performance review process. (These notifications will only display if Performance Management has been enabled in the company.)
APPLICANT TRACKING – Contains notifications for when an applicant applies for a job, opens an account, has a custom form assigned, or resets a password.
BENEFITS – Contains notifications for when benefit changes have been approved/rejected/submitted, as well as notifications for end dates regarding benefit/dependent benefit, and open enrollment ends.
CHECKLIST ITEM REQUEST – Contains a Workflow notification.
CUSTOM FORM – Contains a notification for when an employee custom form has been created.
HR – Contains notifications for when announcements or events are created.