Staff Notifications
Staff notifications are for configuring the body of the emails that are automatically sent out through the system (for example, a notification that a signature is pending or that a form has been shared).
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Click Configuration from the main menu.
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In the Notifications section, click Staff Notifications.
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To update a notification, click Edit.In the Enabled drop-down, select Yes or No.Enter an Email Subject.Enter an Email Body.
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Click Save.
HR Notifications
HR notifications allow you to select specific users to receive notifications when specific events occur (for example, if a task is completed in the system or a question is submitted).
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Click Configuration from the main menu.
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In the Notifications section, click HR Notifications.
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To update a notification, click Edit.Choose a Notification Type.Select an Email Recipient.Enter an Email Subject.Enter an Email Body.
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Click Save.
Mail Merge Tags
When entering an email body, use these mail merge tags:
|
Tag |
Description |
|---|---|
|
[[RecipientFirstName]] |
Recipient's first name |
|
[[shared notes link]] |
View shared notes |
|
[InBox_Question] |
|
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[InBox_Answer] |
|
|
[[ApprovalLink]] |
Approve this form |
|
[[SignatureLink]] |
Sign this form |
|
[[ProcessTaskName]] |
|
|
[[ProcessName]] |
|
|
[[ProcessDirectReportName]] |
|
|
[[SupervisorFirstLastName]] |
|
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[[TaskAssignedLink]] |
|
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[[TaskGroupName]] |
|
|
[[AssignedTaskList]] |
|