Configure Notifications for Schedule Requests

Configure notifications that inform administrators, managers, or employees of tasks to perform or of status changes to employee schedule requests.

Tip: For all configuration options, refer to Create workflow notifications.

Map the task event to a generic notification

  1. Click Tap Main Menu > Administration > Application Setup System Configuration > Workflow Notifications.

  2. Do one of the following:
    • Create a notification type. Click Tap Create . From Select the Notification Type, select Generic Notification. Click Tap OK. Enter a Name.
    • Select a notification type to edit. Click Tap Edit or Duplicate.
    • Select a notification type to remove. Click Tap Delete . Click Tap Yes to confirm.
  3. In Select Notifications Type, select Generic Notification.
  4. Click Tap OK.
  5. Enter a Name.
  6. (Optional) Enter a Description.
  7. Select a Priority.
  8. Enter a Subject. Example: Request Approval
  9. Create messages

    1. In Long Message, enter a message that is detailed but flexible.

      Tip: Long Message, Short Message, and Control Center fields can include custom tags that provide variable information that is defined by the process model. To insert a custom tag:
      • Put the cursor in the message field.
      • Click Tap Insert Custom Tag.
      • Select the Group. Example: Select Time Off.
      • Select tags.

        Examples: Request Subtype, Approval Status, Employee Name, Date Span, Comments and Notes, Process Name, Initiator, Approver, Assignee, Task Details from Group

      • Click Tap OK.

      Example with custom tags:

      The <Request Subtype> for <Employee Name> has been <Approval Status> for <Date Span>: <Comments and Notes>.

      Example of the resulting message:

      The Time-off Request for John Public has been Approved for Aug 7—11: Vacation.

    2. In Short Message, enter a brief message.

      Example with custom tags:

      <Request Subtype> for <Employee Name> <Approval Status>

      Example of the resulting message:

      Time-off Request for John Public Approved

    3. In Control Center Fields, enter a Label and Value for up to five fields that will be visible in the Control Center notification.
      Tip: The same as the Long and Short Messages, Control Center Fields can include custom tags.
  10. In Recipients, select from the following:
    • Recipient List will be Supplied at Runtime: The email addresses are defined in the business process; you do not have to enter them manually. Do not select any of the other options.

    • If you select any of the following, in Email Recipients enter the email addresses, each separated by a semi-colon ( ;):

      Send to Employee's Attendance Manager

      Send to Employee's Leave Manager

      Send to Employee's Manager

      Send to Employee

  11. In Suppress Duplicate Alerts, select Do Not Suppress Duplicates.
  12. Click Tap Save.

Link notifications to events

  1. Click Tap Main Menu > Administration > Application Setup Event/Notification > Control Center Notification Mapping.
  2. Do one of the following:
    • Create an event configuration. Click Tap Configure. Enter an Event Name.
    • Select an event configuration to edit. Click Tap Edit .
    • Select an event configuration to remove. Click Tap Delete . Click Tap Yes to confirm.
  3. In Domain, select Scheduler.
  4. In Event Type, select one of the following:
    • Visibility Period
    • Post Schedule
    • Unpost Schedule
    • Schedule Change Notification
      Note: The custom tags Change and Edit Type are populated in the Control Center with this event type, but not with other event types.
    • Time Off
      Note: This event type is used to route time off requests.
    • Self Schedule
    • Notify My Colleagues
    • Open Shift Requests
    • Employee Availability Request
    • Inactive Request
      Note:

      This event type is used to route inactive time-off request notifications — Inactive Approver Notification and Inactive Approver's Manager Notification — to the System Messages in the Control Center.

      You must also perform the following:

      • When configuring a time-off Request Subtype, the Automatic Action Template option must also be configured to use the Automatic Action v3 template. See Configure time-off request subtypes for more information.
      • When configuring Approval Step Settings for a time-off Request Subtype, for the Inactive Approver Notification option and the Inactive Approver’s Manager Notification option, select the same Notification that is configured for the Inactive Requests event type. See Approval Step Settings for more information.
  5. In Notification, select the notification that you configured.
  6. (Optional) Select a Navigation Page.
  7. Select an appropriate Icon.
    • — Timekeeping
    • — Leave
    • — Calendar
    • — Schedule engine
    • — Holiday
    • — Paycode
    • — View schedule outline
    • — Time-off request
    • — Add paycode
    • — Request schedule changes
    • — Request
    • — Open shift not filled
    • — Open shift period opens
    • — Open shift visibility period opens
    • — Employee presence override
    • — Time categories
    • — Tax withholding
    • — Time-off request period open
    • — Leave
    • — Case notifications, People Operations notifications
    • — Accrual amount pattern
    • — Punch
    • — Add punch
    • — Override timestamp
    • — Attendance
    • — Availability
    • — Notices
  8. Click Tap Save.

Configure notification profiles

  1. Click Tap Main Menu > Administration > Application Setup System Configuration > Notification Profiles.
  2. Do one of the following:
    • Create a notification profile. Click Tap New. Enter a Display Name.
    • Select a profile to edit. Click Tap Edit.
    • Select a profile to remove. Click Tap Delete. Click Tap Yes to confirm.
  3. (Optional) Enter a Description.
  4. Select the notification destinations for each priority level:
    • From Available, select the items and the right arrow . Alternatively, select the double right arrow to select all items.
    • (Optional) Remove items. From Selected, select the items and select the left arrow . Alternatively, select the double left arrow to remove all items.
  5. Click Tap Save & Return.
  6. Make sure that the notification profiles are associated with the relevant managers or administrators. If you do not have access to People Information, contact the administrator who does have access.