What are Events and Notifications?

Events and Notifications allow users to change the contents and presentation of emails that are sent to new hires 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 shown here.  

Step 2 - Creating a Process Revision

To create a Process Revision, click the Menu Icon menu icon on the top left corner of the page and select "Create Revision" under Revisions in the navigation menu. For more details, please click here.

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 Edit under Manage Events and NotificationsOn the Process Revision page, click the "Configure Events & Notifications" link. 

The Events and Notifications page opens as below. To add a new event, click  "Add Event".

Select an event for which you want to add the notification.

Select the Participant Pool, Role Type and the Notification Template.

Click the Notification Template lookup icon to select a right template. (Note: Make sure the Notification Template is already created in the system through a Content Revision.)

In this example, we want to have a notification sent to the HR Specialist when there is a status change due to any action or process. Add more notifications for the events as necessary and click "Save".

On the Process Revision page, click the "Return to Manage Revision" button to the main revision page. 

Apply the revision.

How do you modify a notification for an event?

Create a new Process Revision or search for an existing one in progress to modify.

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

In this example, we want to have the new notification sent to the System aim to send a modified "Submit to HR Notify" email to the I-9 Administrator when the New Hire completes the Submit to HR activity.  Since there are already

Since other notifications that are sent already configured in this instancesetup, click "Next" until the "On Action Complete/Submit to HR" action is shownappears.

Click "Add" to add insert a new notificationrow for this event.

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

On the Manage Revision page, the Administrative User is able to 'Apply' or 'Withdraw' the revision.  Applying will push the changes you made in the revision to the master tables, reflecting the changes you made throughout the system.  Withdrawing will discard the revision causing all of the changes you made in the revision to be discarded and thus not reflected in the system.

Select the role that should receive the notification. In this example, the "I-9 Specialist" role is chosen. Add the Notification Template and then save.

Note: Modified Notification Templates will have “[Revised]” added to their description.

After save, the system returns to the Process Revision page. Select "Return to Manage Revision" to return to the main revision page.

Apply the changes made in the Process Revision.