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 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.

Create Revision

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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.

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

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

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

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

Click on 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 the a notification sent to the HR Specialist when there is a status change due to any action or process. Click SaveAdd more notifications for the events as necessary and click "Save".

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

Click Apply the revision.

How do you modify a notification for an event

?

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

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

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

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

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

Select Role Type as the role that should receive the notification. In this example, the "I-9 Specialist" and role is chosen. Add the modified Notification Template of "Submit to HR Notify" and then click Saveand then save.

Note: The modified Modified Notification Template Templates will have the suffix "“[Revised]" ” added in its to their description.

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

Click "Apply"Apply the changes made in the Process Revision.