WFM UK: HR: Setting Alerts

Overview

The Alerts functionality can be set up for varying job roles to receive an Alert upon a trigger event, e.g. Absence Created, Employee Shift/Rota Payrate Change.

This article describes the process of setting Alerts and assigning alerts to specific Job Titles.


Setting Up Alerts
 

• Select HR from the Module drop-down menu

Fig.1 - Module Drop-Down 

• Select Alert Set Up from the Audit & Alerts drop-down menu 

Fig.2 - Audit and Alerts Drop-Down

• Select Create A New Template

Fig.3 - Create a New Template Link

• Enter a Description
• Select to which address the email should be sent:
  • Personal will send to an email address entered in the Work email field of an employee’s record
  • Location will send to an email set up in the Location settings

Please Note: It is advised not to enter email addresses that are accessed by multiple people - e.g. HR@Locationemail.com - as alerts may contain sensitive information. 
 

• Set the Frequency

Fig.4 - Add a Template Box

• If the Frequency is set as ‘Weekly’, select the Day of the Week the alert is to be sent on

Fig.5 - Day of Week

• Save 

Fig..6 - Save

• Select Assign Events

Fig.7 - Assign Events

 
A pop-up window will display titled ‘Template: Assign Events’
 

• Select the events to be notified about, and if required, enter an order for the alerts to come through in on the email  

Fig.8 - Assign Events Window

• Save

Fig.9 - Save

• Select Assign Users

Fig.10 - Assign Users

• Search for the employee to receive the Email Alert, check the Assigned tick box
• Save 

Fig.11 - Assign User To Alert

• Alternatively, if this alert should be received by all employees within a certain Job Title, select Assign Job Titles

Fig.12 - Assign Job Titles

• Select the Job Titles and use the single arrows to move them across to the Assigned area
• Save

Fig.13 - Assign Job Title

 

Dispatches

The Alert Dispatches area contains records of the alerts and reminders that have been sent out.
 

• Select Alert Dispatches in the Audit & Alerts drop-down menu

Fig.14 - Audits & Alerts Drop-Down
 

• Select the Date of Dispatch 

Fig.15 - Dispatch Date

This will show a record of all the details that have been sent out in the email to the assigned Users / Job Titles.
 

Fig.16 -  Dispatch Reminder Summary

Also See:
 

• WFM - Setting Reminders