WFM UK: UI Refresh: Setting Up Alerts in the Pension Module – Fourth & HotSchedules Customer Success Portal

Overview

This article outlines the process to set up alerts in the Pension module.

For all Pensions-related articles, please see WFM UK - Pensions: Article Contents Page.

Please note: Alerts are sent via email – recipients must have a valid email address in the Work Email field in their Personal Details page in the HR module.

Process

To set up alerts, go to the Reminders & Alerts page in the pension module.

Pensions > Reminders & Alerts > Alert Set up

Any existing alert templates will be shown on the left-hand side of the page.

To create a new template, select Create a New Template link from the top-right corner

Fig. 1 - The Alert Templates Homepage

Enter a Description name in the field
Use the Notes field to explain the purpose of the template
Select how the alerts are to be sent out - Notify By Email? options
- None - will not send the alerts
- Personal - will send alerts to the individual's email address as per their HR record
- Location - will send alerts to the Location email address listed against the Location in HR > Company Admin
For the Frequency:
- Daily - will send alerts every day
- Selecting Weekly or Fortnightly allows the selection of which day of the week to send alerts
- Monthly allows the selection of the day of the month to send the alert
Then select Save

Fig.2 - Creating a new template

After saving, more options will be presented - see Fig.3.

Fig.3 - 'Assign' options

Assign Users - use this to select which individual employees will receive the alerts
Tick the required Assigned boxes, scroll down, and Save

Assign Job Titles - use this to select which Job Titles will receive the alert emails - for example, if the selection 'General Manager' is made, then all General Managers will receive the email
Assign Events - use this to choose which events will trigger an alert

Select as many Events as required and use numbers in the Sequence fields to determine the order of events listed in the alert email (1= first, 2=second, etc)

Fig. 5 - Shows Selecting Which Events will Trigger Alerts

Be sure to Save all changes