Email Rules
Below is a list of the types of emails (who they are sent to and what action causes the email to be sent) and the corresponding setting name in Control Panel.
Onboarding Emails
Location: Control Panel > Integrations > Onboarding
Setting Name | Sent To/When |
---|---|
Employee Signup
|
Sent to an employee when a document is assigned to a placement in Bullhorn and that placement is integrated into Bullhorn Back Office / Onboarding. |
Approved PDF
|
Sends a PDF copy of a completed document to an employee. Used with Enhanced E-Signature. Employee must use a password to access the PDF. |
Employee Signup Filled
|
Sent to an employee when an administrator has approved all of their submitted documents and they can not start entering their time. |
Employee Signup Group
|
Sent to an employee when an administrator has approved all of their submitted documents and the time entry method on their placement is Group Timesheet Hours. |
Vendor Signup
|
Sent to an employee when an administrator has approved all of their submitted documents and their Timesheet Export type is connected to a Vendor. |
Document Rejected
|
Sent to an employee when an administrator has rejected a document. |
Reminder
|
Sent to an employee when their documents are still pending completion after a number of days. This is not an automatic email - the administrator must manually send the reminder. |
Email Individual Documents
|
Sent when an administrator sends an employee a single document to complete. |
Document Added
|
Sent when an administrator sends an employee multiple documents to complete. |
Documents Submitted
|
Sent to an administrator when an employee has submitted all required documents for review. |