HR email notification settings

Overview

The Email Notification Settings feature provides you three areas to configure, these are alerts, tasks, and reminders. The first two areas, alerts and tasks, are all notifications to the employee i.e. the employee gets notified when there timesheets receive approval, when they receive a payslip and when they need to acknowledge compliance items, and so on. Whereas reminders you can choose the user group that will receive these notifications and also at what time this notification will go out from the HR platform.

Warning

The settings enabled by a user within the Notifications Settings feature overrides the settings enabled by an admin within the Email Notification Settings feature.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Enabling email notifications: Alerts
  1. Click the General Settings menu.
  2. Click the Email Settings sub-menu.
  3. In the alert section, click the feature that needs notifications enabled.
  4. Turn the Notification toggle switch to the On position.
  5. Click the Save button.
    Email_1.jpg
Enabling email notifications: Tasks

Helpful Hint

The HR platform will send reminder emails once a week to all employees that have outstanding compliance requirements, such as acknowledgment of required policies and any outstanding certifications.

  1. Click the General Settings menu.
  2. Click the Email Settings sub-menu.
  3. In the tasks section, click the feature that needs notifications enabled.
  4. Turn the Notification toggle switch to the On position.
  5. Click the Save button.
    Email_2.jpg
Configuring email notifications: Reminders
  1. Click the General Settings menu.
  2. Click the Email Settings sub-menu.
  3. In the reminder section, click the feature that needs reminders configured.
  4. Turn the Notification toggle switch to the On position.
  5. Select the desired role that will receive a notification from the following options:
    • Owners.
    • Admins.
    • Payroll admins.
    • Primary manager.
    • Secondary manager.
  6. Complete the When Would They Be Notified section.

    Important

    If there is no period set for the reminder notification, then the system will not trigger an email.

    Helpful Hint

    Use the Add button to add a field and the Remove button to remove a field.

  7. Click the Save button.
    Email_3.jpg

Maintain

Disabling email notifcations: Alerts
  1. Click the General Settings menu.
  2. Click the Email Settings sub-menu.
  3. In the alerts section, click the feature that needs notifications disabled.
  4. Turn the Notification toggle switch to the Off position.
  5. Click the Save button.
    Email_4.jpg
Disabling email notifcations: Tasks
  1. Click the General Settings menu.
  2. Click the Email Settings sub-menu.
  3. In the tasks section, click the feature that needs notifications disabled.
  4. Turn the Notification toggle switch to the Off position.
  5. Click the Save button.
    Email_5.jpg

Further information

Default email settings configuration
Reminder Employee Superior
Certification expiry    
Work anniversary    
Birthday    
End of probation    
Employee offboarding    
Visa expiry    
Passport expiry    
Reminders settings: Organisational level

The Email Notification Settings feature allows you to customise the reminders that your organisation sends out. This includes the ability to choose which user will receive the reminder.

Reminder Settings: Individual Level

The Notification Settings section allows you to turn on or off personal notifications. Please note, the selection made by a user within the Notifications Settings feature overrides the selections made by an admin within the Email Notification Settings feature.

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