Configure Notifications for Schedule Requests

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

• 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.

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 Classifications of schedule requests from employees., 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 Request subtypes that employees use to request time off for vacation, illness or recovery, appointments, personal time, or other absences. Time-off requests can be configured to support many different employment scenarios. 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.

• Recipient List will be Supplied at Runtime: The email addresses are defined in the business process An organized flow of activities or tasks that achieves a business goal. An automated business process minimises the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages.; 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

• 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.

• Visibility Period The time period during which specified open shifts are visible to specified employees.
• 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 A shift that is scheduled for a job, but no employee is assigned to work it. 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.

•  — Timekeeping
•  — Leave
•  — Calendar
•  — Schedule engine
•  — Holiday
•  — Paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick.
•  — View schedule outline
•  — Time-off request
•  — Add paycode
•  — Request schedule changes
•  — Request
•  — Open shift not filled
•  — Open shift period Defines the dates of the open shifts that employees can request to work. opens
•  — Open shift visibility period Defines the schedule time period when employees can see open shifts. opens
•  — Employee presence override
•  — Time categories
•  — Tax withholding
•  — Time-off request period Defines a time span during which shifts can be changed by an approved request. open
•  — Leave
•  — Case notifications
•  — Accrual amount pattern
•  — Punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer.
•  — Add punch
•  — Override timestamp
•  — Attendance
•  — Availability
•  — Notices

• 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.

• 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.