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These are the automatic emails that are sent to any user users and new hires after an action was is taken. There is a For templates that can be modified, there are subject and content (the email's message) that can be created or modified by Tenant System Administrators, Configuration ManagersProcess Administrators, or Content ManagersAdministrators. Note that Content Managers Administrators can only create or modify the content. They will need assistance from a Tenant System Administrator or Configuration Manager Process Administrator to bring the modified content into use in the product.
What Notification Templates that are included in the standard product can be modified?
These are the automatic emails that are sent to any user after an action was taken. There is a subject and content (the email's message) that can be created or modified by Tenant Administrators, Configuration Managers, or Content Managers. Note that Content Managers can only create or modify the content. They will need assistance from a Tenant Administrator or Configuration Manager to bring the modified content into use in the product.
These are the standard notification templates that are related to activation, blocking, suspension, or purging of the OrganizationMany of the delivered Notification Templates can be modified, while some cannot. The table below lists all of the delivered templates that can be modified.
| Notification Template | Description | How Used |
|---|---|---|
| SM_CO_USR_LAUNCH_RICH_TMPL | User Self Registration | Email sent to Tenant System Administrator or any other System Setup Administrative or Business User after being invited (rich text). |
| SM_CO_USR_SELFREG_TEMPLATE | User Self Registration | Same as the previous, but without Rich text. This is not in use when delivered. |
| SM_CO_NTF_SELFREG_SUCCESS_TA | Notification about successfully self registering | Email sent to Tenant System Administrator after self registering. |
| SM_CO_USR_RESEND_RICH_TMPL | User Resend Self Registration | Email sent to user when the invitation is re-sent (rich text). |
| SM_CO_USR_RESEND_SELFREG_TMPL | User Resend Self Registration | Same as the previous, but without Rich text. This is not in use when delivered. |
| SM_CO_NOTIFY_SELF_REG_SUCCESS | Notification about successfully self registering | Email sent to user or new hire after self registering. |
| SM_CO_NOTIFY_NEW_ROLE | New role assigned | Email sent to user when a new role is assigned to a user. |
| SM_CO_NOTIFY_ROLE_UNASGN | Role Unassigned | Email sent to user when a new role is unassigned to a user. |
| SM_CO_NOTIFY_CHANGE_ROLE | Role changed | Email sent to user when their role is changed. |
| SM_CO_INV_LAUNCH_RICH_TMPL | Self Registration details | Email sent to new hire when an invitation is launched (rich text). |
| SM_CO_INV_SELFREG_TMPL | Self Registration details | Same as the previous, but without Rich text. This is not in use when delivered. |
There are 6 standard 'Notification Events' that you can change the emails to the ones you created. These are all emails that are sent once an action/event is completed.
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There are 6 standard 'Notification Events' that you can change the emails to the ones you created. These are all emails that are sent once an action/event is completed.
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| SM_CO_INV_RESEND_RICH_TMPL | Resend: Self Registration details | Email sent to new hire when an invitation is re-sent. |
| SM_CO_INV_RESEND_SELFREG_TMP | Resend: Self Registration details | Same as the previous, but without Rich text. This is not in use when delivered. |
| SM_CO_INV_FORCE_COMPLETE | Force Complete | Email sent to new hire when their onboarding process is forced to completion. |
| SM_CO_INV_TERMINATE_PROCESS | Terminate Process | Email sent to new hire when their onboarding process is terminated. |
| SM_CO_NOTIFY_CANDIDATE_PURGE | Notify on Candidate Purge | Email sent to new hire when their onboarding data is purged from the system. |
| SM_CO_NOTIFY_ACC_LOCK_BY_ADMIN | Notification about account lockout by Admin | Email sent to a user or new hire when their account has been locked by an administrator. |
| SM_CO_NOTIFY_ACC_UNLOCK | Notification about account unlock | Email sent to a user or new hire when their account has been unlocked by an administrator. |
| SM_CO_NOTIFY_ACC_LOCK | Notification about account lockout | Email sent to a user or new hire when their account has been locked due to too many unsuccessful login attempts. |
| SM_CO_NOTIFY_EPIN_RST | Notification about ePIN reset. | Email sent to a user or new hire when an administrator has requested them to change their e-Pin. |
| SM_CO_NOTIFY_ACCOUNT_CHANGE | Notify Account Change | Email sent to a user or new hire when they have changed their account information. |
| SM_CO_NOTIFY_CHLNG_QNS_CHNG | Notification about change in challenge questions | Email sent to a user or new hire when they have changed their challenge questions. |
| PRESCREEN_SUBMITTED_NOTIFY_HR | PreScreen Submitted - Notification to HR | Email sent to an HR administrator when a new hire has submitted their pre-screen information. |
| SM_OB_AWAITING_HR_COMPLETE | Onboarding Awaiting HR Complete | Email sent to a new hire when HR has completed their review of pre-screening information. |
| SM_OB_SUBMIT_FOR_REVIEW | Confirm on Submit for Review | Email sent to a new hire when they have submitted their onboarding information for review. |
| SUBMIT_TO_HR_NOTIFY | Submit to HR Notify | Email sent to an HR administrator when a new hire has submitted their onboarding information for review. |
Examples of standard Notification Templates
Below are examples of the delivered Notification Templates that can be modified.
How do I create a new Notification Template?
You can create your own Notification Templates, and add them to the onboarding process.
Click on the Menu Icon, then click on Add/Update Revision.
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| Item | Item Name | Description |
|---|---|---|
| Description |
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| Priority |
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| Sender |
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| Subject |
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| Content |
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To change which email is being implemented after an action was completed, you need to create a configuration process revision.
Follow Step 1 of this page to get to the Revision Configuration page.
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| Notification Event Name | Description |
|---|---|
On Invitation Relaunch | When an HR Administrator Specialist or Recruiter completes the Resend Login action before the New Hire makes a User ID and password |
| On Invitation Resend | When an HR Administrator Specialist or Recruiter completes the Resend Login action after the New Hire makes a User ID and password |
| On Invitation Launch | When an HR Administrator Specialist or Recruiter Launches the new hire's invitation |
| On User Relaunch | When a Tenant System Administrator completes the Resend Registration action before the Business User makes a User ID and password (to do this, a Business User must have their Invitation Launched) |
| On User Resend Invite | When a Tenant System Administrator completes the Resend Registration action after the Business User makes a User ID and password (to do this, a Tenant Business User must have their Invitation Launched) |
| On User Launch | When a Tenant System Administrator launches the Tenant Business User's invitation |
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To change which email is sent for one of these notification events, click on the magnifying glass lookup of the notification event's email that you want to change.
| Event Actions/Manage Authentication Events Page |
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This will pull up Notification Templates–both default and created. Click on the one you want to send out.
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Similarly to the method above, to change which email is being implemented after an action was completed, you need to create a configuration process revision.
Follow Step 1 of this page to get to the Revision Configuration page.
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