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The Notifications feature is used to notify users when certain events take place. Supervisors can be notified when an employee submits a request, and employees can be notified when the status of a request has been changed, or when license or education requirements are expiring.
When using the Notifications feature, there are several screens that need to be configured. Some of this configuration may already be completed, if it is used with other features in the system.
Click on the link in the grid below to open a page with more information on the required setup.
Users must be given a role with authorization to set up and receive notifications. |
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The role with authorization to set up and receive notifications can be assigned at the Organization Unit level and inherited by all Primary Home employees. |
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Roles can be assigned at the employee level with authorization to set up and receive notifications. This allows Supervisors to receive notifications when an employee submits a request, or has expiring license or education requirements. |
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Email addresses need to be configured in this screen if users choose to receive notification by email. |
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Users select the events that should generate a notification for them. For example, they can choose to receive a notification when the status of a request is updated, when a license or education requirement is expiring, etc. |
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If users choose to be notified by portal, the Announcements card must be selected for display on the Home Page. |