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 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 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 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 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 other notifications are already configured in this setup, click "Next" until the "On Action Complete/Submit to HR" action appears.

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

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.