Manage employee leave notifications

Notifications for leave applications from employees can be sent to relevant users and managers as required. To set up notifications

1. Update settings to select who will be sent notifications:

  • Operation manager
  • Operation users
  • Employee manager

To turn on leave notifications settings:

1. In the quick menu, select the hamburger icon to open the full menu and select Payroll Settings > Leave Rules > Leave Settings.

2. Find the settings relating to leave as per below. 

3. Turn on those you wish to receive notifications.

  • Send Leave Application Notifications to Operation Manager
  • Notify Operation Users Regarding Leave Applications
  • Send Leave application Notifications to Employee's Manager

4. Scroll to the bottom and select Save settings.mceclip0.png

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2. Assign a manager for Operations/Users:

  • Operation manager: operation profile
  • Operations users: operation profile
  • Employee manager: employee profile

To select who gets the notifications based on active settings:

  • Assign operations manager:

1. In the quick menu navigate to Operations > Approve Operations.

2. Find the relevant operation and click on the name to go into the profile.

3. In the Overview, click the Edit icon to change the manager and Save.

Ops_edit_manager.png

  • Check or add operation users:

1. In the quick menu navigate to Operations > Approve Operations.

2. Find the relevant operation and click on the name to go into the profile.

3. Click Details > Users.

4. This will show all of your current users.

Ops_Details_Users.png

5. To add a new user you'll need to login to the operation. Click on Overview and Login to New Window.

Ops_log_into_new_window.png

6. Click Settings. 

7. Click Manage Users to add more users.

Ops_manage_users.png

  • Assign manager to employee:

1. In the quick menu navigate to People > Approve People.

2. Find the employee and click their name to go to their profile.

3. On the overview you can Edit the Manager and choose a name from the drop down to assign to the employee.

Approved_people_edit_manager.png

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3. Manage content of messages and how they will be sent out (email/SMS).

1. In the quick menu, select the hamburger icon to open the full menu and select  Communications > Communication Content this opens up the System Message Templates

2. In the search box type 'Leave'. This will bring up all communications that can be sent out relating to employee leave.

3. Click on the title of any message to adjust the settings and preferences for Email or SMS.

Note: To send SMS text messages, ensure that you have available SMS credits to send texts

Sys_msg_template.png

 

4. You can see the 'Default' message for each. To add in your own content, enter it into the relevant Email Content or SMS Content sections.

5. Once updated, click Save.Leave_Communication_Content_Update.png

 

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