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.

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.

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

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.

In this example, we want to have the notification sent to the HR Specialist when there is a status change due to any action or process. Click Save.

Click on Return to Manage Revision.

Click Apply.

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 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 of "Submit to HR Notify" and then click Save.

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

From the Process Revision page, select Return to Manage Revision.

Click "Apply".