To create a notification:
Go to Setup and select Settings.
Click Notifications and then Add Notification.
Enter the name of the notification in the Description field.
Select either Date or Process from the Type dropdown field:
Date: The notification will be triggered by the date entered in a specific field on the system, for example the 'Expected return date' of an absence.
Process: The notification will be triggered instantly when a process takes place, for example when an absence is created.
Select the relevant options from the Table, Field or Process dropdown lists.
Click Add Task if the notification needs to trigger a task.
Click Add Email if the notification needs to send out an email.
Select the email template from the Email Template dropdown list.
Set up when the email will be sent by selecting the relevant options in the Send Email area.
Select the Recipient that will receive this email:
Employee: The employee themselves will receive the email.
Reports to: The employee's line manager will receive the email.
Other: Select this option and then add an email address to send this email to a specific recipient.
Click Save.
📌 Note: Once a notification has been set up it will be enabled for all users in the system. It is not currently possible to set up a notification that applies only to a specific user or group of users.