How do I manage my organisation's email notification settings via the HR platform?

Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin    

The Email Notification Settings feature provides you with three areas to configure. These are alerts, tasks, and reminders. The first two areas, alerts and tasks, are all notifications to the employee, i.e., the employee gets notified when their timesheets receive approval, when they receive a pay slip, and so on. With reminders, you can choose the user group that will receive these notifications and also at what time this notification will go out from the HR platform.

Warning

The settings enabled by a user within the Notifications Settings feature overrides the settings enabled by an admin within the Email Notification Settings feature.

Getting started

Configure reminder email notifications
  1. Click the  Settings menu.
  2. Under General Settings, click the Email Settings submenu.
  3. Under Reminders, click the feature that needs reminders configured.
  4. Turn the Notifications toggle switch to the On position.
  5. Select the desired role that will receive a notification from the following options:
    • Owners.
    • Admins.
    • Payroll admins.
    • Primary manager.
    • Secondary manager.
  6. Complete the When Would They Be Notified section.

    Helpful Hint

    If there is no period set for the reminder notification, the platform will not send an email. Use the  Add a Reminder button to add a field and the  button to remove a field.

  7. Click the Save button.
    screenshot of the notifications screen, highlighting a reminder and the save button
Enable alert email notifications
  1. Click the  Settings menu.
  2. Under General Settings, click the Email Settings submenu.
  3. Under Alerts, click the feature that needs notifications enabled.
  4. Turn the Notifications toggle switch to the On position.
  5. Click the Save button.
    screenshot of the notifications screen, highlighting an alert, the notification toggle button, and the save button
Enable task email notifications

Helpful Hint

The HR platform will send reminder emails once a week to all employees that have outstanding compliance requirements, such as acknowledgment of required policies and any outstanding certifications.

  1. Click the  Settings menu.
  2. Under General Settings, click the Email Settings submenu.
  3. Under Tasks, click the feature that needs notifications enabled.
  4. Turn the Notifications toggle switch to the On position.
  5. Click the Save button.
    screenshot of the notifications screen, highlighting a task, the notification toggle button, and the save button

Removing data

Disable alert email notifications
  1. Click the  Settings menu.
  2. Under General Settings, click the Email Settings submenu.
  3. Under Alerts, click the feature that needs notifications disabled.
  4. Turn the Notifications toggle switch to the Off position.
  5. Click the Save button.
    screenshot of the notifications screen, highlighting an alert, the notification toggle button, and the save button
Disable task email notifications
  1. Click the  Settings menu.
  2. Under General Settings, click the Email Settings submenu.
  3. Under Tasks, click the feature that needs notifications disabled.
  4. Turn the Notifications toggle switch to the Off position.
  5. Click the Save button.
    screenshot of the notifications screen, highlighting a task, the notification toggle button, and the save button

Further information

Default email settings configuration
Reminder Employee Superior
Certification expiry    
Work anniversary    
Birthday    
End of probation    
Employee offboarding    
Visa expiry    
Passport expiry    
Reminders settings: Organisational level

The Email Notification Settings feature allows you to customise the reminders that your organisation sends out and includes the ability to choose which user will receive the reminder.

Reminder Settings: Individual Level

The Notification Settings section allows you to turn on or off personal notifications. Please note, the selection made by a user within the Notifications Settings feature overrides the selections made by an admin within the Email Notification Settings feature.

Can I set up probation emails?

Yes, you can set probation emails with this feature. Under the Reminders section, select the End of Probation option and then complete the Who Will be Notified and When Will they Be Notified sections. Lastly, click the Save button and you will then start to receive end-of probation reminders for your employees via email.

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