WFM UK: UI Refresh 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 Change.

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

Setting Up Alerts 

• Select HR from the main menu

Fig.1 - Selecting HR module

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

Fig.2 - Audit & Alerts drop-down

• Select Create a New Template

Fig.3 - 'Create a New Template' button

• 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 address 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

• Select 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 the email  

Fig.8 - Assign Events Window

• Save
• Select Assign Users

Fig.9 - Assign Users

• Search for the employee to receive the email alert and tick the Assigned tick box
• Save 

Fig.10 - Assign User To Alert

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

Fig.11 - Assign Job Titles

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

Fig.12 - 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.13 - Audits & Alerts Drop-Down 

• Select the Alert from the list.

Fig.14 - Alerts

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

Also See

• WFM - Setting Reminders