Notifications Guide (New UI)

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  • Select the hamburger menu icon image8.png in the top left 
  • Select the admin icon image12.png  then navigate to  Company Settings > Global Setup > Notifications                                                                         image5.png
  • Select image17.png
  • Notifications can be triggered by various events in the system, such as a change to company or employee information, expiration of a document or credential, or a specified date reached.  Select the event that you want to trigger the notification. image13.png                         image15.png
    • Name: Enter a name for the notification
    • Description: Enter an optional description of the notification. 
    • Active: Check this box to make the notification active
  • Select Recipient(s)        image11.png
    • Options for recipients will vary by the type of notification
      • Applicant:  Sends an email to the applicant whose account triggered the event
      • Employee:  Sends an email to the employee whose account triggered the event 
      • User:  Sends all emails triggered by the event to a specific user, selected from the list of employees
      • Group:  Sends all emails triggered by the event to all members of a group — Note: Each email generated by this notification will be sent to all members of this group.  For example, if an anniversary notification is set to email the Business Development group, every employee’s anniversary notification (even those who are not part of the group) will be sent to every member of the Business Development group.  Use Conditions and Recipient Filters to configure which specific conditions should be met in order to trigger a notification.
      • Email:  Sends all emails triggered by the event to a specified email address
      • Account’s Manager:  Sends an email to the employee’s manager, if an individual manager is assigned
      • Admin (Billing/Accounting):  Sends all emails triggered by the event to the person designated as the company’s contact for billing/accounting
      • Business (Sales/Marketing): Sends all emails triggered by the event to the person designated as the company’s contact for sales/marketing
      • Company HR Contact:  Sends all emails triggered by the event to the person designated as the company’s HR contact
      • Company Payroll Contact:  Sends all emails triggered by the event to the person designated as the company’s payroll contact
      • Primary Company Contact:  Sends all emails triggered by the event to the person designated as the company’s primary contact
  • Select Timing (if applicable) image10.png
    • Options for timing will vary by the type of notification
  • Select Conditions (if applicable)
    • Conditions determine which conditions must be met for the event to trigger the notification.  For example, if the email notification should be sent only if the employee that triggered the notification is active, filter for active employees by selecting the image7.png  icon, and adding a field for Account Status: Active image3.png image9.png
  • Select Recipient Filters (if applicable)
    • Recipient filters determine which specific recipients will receive the email when it is sent.  For example, if the email notification should be sent to the employee’s manager, but only if the manager is not terminated, their account isn’t locked, and they are part of the Business Development group, you would select the following options: image14.png
  • Configure the Message image6.png
    • a. From:  An email address is required in the “From” field.  If replies are allowed, enter the email address where replies should be sent.  You can always use NoReply@PayrollLink.com for notifications that should not allow a reply.
    • b. Subject:  A subject for the notification email is required
    • c. Message: Enter a message for the body of the email.  
      • Tags:  Some data from the system can be brought in to automatically populate the email message.  Select the tag from the Available Tags widget to build a template for the message.                            image2.png                                                  image16.png
    • d. Attachments:  Add any attachments that should be sent along with this email notification.
  • ICalendar Attachment Configuration                                           image1.png
    • Check this box to enable a calendar event to be sent along with the email notification.
    • Once the box is checked, additional options for the calendar event will become available to configure. image4.png