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Set up a meeting notification

Follow these steps to set up an email notification triggered by meetings added for employees.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 2 months ago

You can set up an email notification triggered by the date in the Meeting Date field on an employee's profile by following the steps below:

  1. Go to Setup and click Settings.

  2. Click Notifications, then Add Notification.

  3. Enter the name of the notification in the Description field.

  4. Select Date from the Type dropdown.

  5. Select Review (Employment) from the Table dropdown.

  6. Select ReviewDate from the Field dropdown.

  7. Click Add Email.

  8. Select the email template you need to use for the notification.

  9. In the Send Email area, determine when the email will be sent out, for example one day before, one week after etc.

  10. Select the recipient as needed:

    • Employee: The employee who has a meeting added for them will receive the email.

    • Reports To: The employee's line manager will receive the email.

    • Other: You are able to enter any email address that needs to receive the email.

  11. Click Save.

The notification will need to look similar to the below:

πŸ“Œ Note: You will not be able to set up the notification to be sent as soon as a meeting has been added to an employee's profile. This is because the meeting notification is date based, not process based (it will trigger depending on a certain date, not a process, and can only be sent before or after).

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