Creating Notifications for Managers and Employees

Overview

Notifications are messages that appear prior to an employee submitting a timesheet or a manager approving timesheets. Many people refer to these notifications as disclaimers and they are required to accept them in order to submit or approve. These Notifications also appear on the PDF Timesheet image once the User or Manager accept the Notifications.

Steps

1. Navigate to the Messaging tab.
   
   
   
   
2. Select the Notifications sub-tab.
   
   
   
3. Choose the button.
4. In the Add Notification screen, complete the following sections and fields:
   • What is the name of the notification?
     • Subject: Give the notification a name that briefly describes its purpose.

     

   • Who is this notification meant for?
     • Recipient: Choose whether the notification will display for All recipients of a particular entity or for Selected recipients.
     • In the dropdown field, choose which entity will receive the notifications - either Employee or Manager.

     

   • What group will receive the notification?
     

     Note: This option is only available if you choose Selected in the Recipient field.

     • Notifications Will Be Set for Selected: If you chose Selected for the Recipient field, you can further specify which individuals will receive the notifications.
     • For Employees, you have the following options:
       • Everyone - All employees will see the notification.
       • Company - All employees with a selected company will see the notification.
         • Once selected, you will be prompted to enter in the company name(s).
       • Branch - All employees belonging to a specified branch will see the notification.
         • Once selected, you will be asked to enter in the desired branch.
       • Manager - All employees reporting to the specified managers will see the notification.
         • Once selected, you will be asked to enter in the name(s) of the manager.
       • Employee - Only the specified employees will see the notification.
         • Once selected, you will be prompted to enter in the employee name(s).
     • For Managers, you have the following options:
       • Everyone - All managers will see the notification.
       • Company - All managers with a selected company will see the notification.
         • Once selected, you will be prompted to enter in the company name(s).
       • Branch - All managers belonging to a specified branch will see the notification.
         • Once selected, you will be asked to enter in the desired branch.
       • Manager - Only the specified managers will see the notification.
         • Once selected, you will be asked to enter in the name(s) of the manager.

       

   • What is the notification frequency?
     • Frequency: Choose either Recurring or Date Based.
       • Recurring - the message will display each time an employee submits time or managers approve time or until the end date is reached.
         • You can choose the duration of the notification in the Duration field.
       • Date Based - the message will only display on the date specified in the Date field.

       

   • Show on PDF?
     • Show on PDF: Choose whether or not you want the notification information to display on the time sheet PDF.

     

   • What is the notification message?
     • Enter in what you want the notification to say in the field provided.

     

5. Once you are satisfied with the notification, select to confirm you changes.