What are Events and Notifications?

Events and Notifications allow users to change the contents and presentation of emails that are sent to new hires and other users within the business process (e.g. notifications that are sent when an onboarding activity is completed).

How do you add Notification to an event?

Adding or modifying Notifications is a two step process.

1. Create a Content Revision
   1. Add or modify a Notification Template
   2. Apply the Content Revision
2. Create a Process Revision
   1. Add the new or modified Notification Template to an Event
   2. Apply the Process Revision

Step 1 - Creating a Content Revision

Create or modify a Content Revision to add or modify a Notification Template as shown here.  

Step 2 - Creating a Process Revision

To create a Process Revision, click the Menu Icon and select Create Revision under Revisions.

From this page, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the page if they wish to create a brand new revision.

Enter the information for the Process Revision, then click Reserve.

Click Configure.

On the Process Revision page, click on Configure Events & Notifications. 

Click Add Event.

Select the event for which you want to add notification.

In this example, we want to have the new notification sent to the HR Specialist when there is a status change due to any action or process. Click Save.

Click on Return to Manage Revision.

Click Apply.

How do you modify an event to add Notification?

Creating Create a Process Revision

To create a Process Revision, click the Menu Icon and select Create Revision under Revisions.

From this page, an Administrative User can either new Process Revision or search for an existing revision to modify, or they can select Add a New Value at the top of the page if they wish to create a brand new revision.

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Enter the information for the Process Revision, then click Reserve.

Click Configure.

On the Process Revision page, click on Configure Events and Notifications. 

In this example, we want to have the new notification sent to the System I-9 Administrator when the New Hire completes the Submit to HR activity.  Since  

Since there are already other notifications that are sent in this instance, click Next until the On Action Complete/Submit to HR action is shown.

Click on Add to add a new notificationrow.

Select System Administrator, Role Type and the Notification Template that was added in the Content Revision (Notify TA on Submit to HR), then click and then click Save.

From the Process Revision page, select Return to Manage Revision.

Click "Apply".