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 or click on "Add/Update Revision" on Quick links bar.

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

When the Process Revision page opens, click on "Configure Events & Notifications". 

The Events and Notifications page opens as below. Click  "Add Event".

Select the event for which you want to add notification.

Select 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 a notification sent to the HR Specialist when there is a status change due to any action or process. Add more notifications if required and click "Save".

The process navigates back to the Process Revision page. Click on "Return to Manage Revision".

Apply the revision.

How do you modify an event to add Notification?

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

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

In this example, we want to have 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 being sent in this instance, click "Next" until the On Action Complete/Submit to HR action is shown.

Click on "Add" to add a new row.

Select Role Type as "I-9 Specialist" and the modified Notification Template for "Submit to HR Notify" and then save.

Note: The modified Notification Template will have the suffix "[Revised]" added in its description.

After save, the process returns to the Process Revision page. Select "Return to Manage Revision".

This will return to the Manage Revision page. To apply the changes made in the Process Revision, click on the "Apply" button.