Created for: System Administrators
Overview
This guide explains how to set up Additional Email Notifications for a specific user, ensuring the intended recipient(s) receive copies of the specific notifications configured.
How It Works
Additional email notifications allow you to:
- Send duplicate alerts to extra email addresses (e.g., personal emails, team admins).
- Trigger notifications for authorisable records, password changes, or user detail updates.
Use case: A manager wants their PA to receive copies of a specific reportees' absence request notifications.
How to Set Up
- Go to Admin > Users > Users.
- Search for the user and click Edit.
- Navigate to the "Email notifications" tab on the user's page
- Select a Notification Type:
- Authorisable Record (e.g., absence requests).
- Select a record type - Planned, Unplanned, Overtime, or Transfer
- Select a specific record type - f.e if you selected Unplanned record type, you can select f.e Sickness, Unauthorised Absence, etc)
- Select a status - you can select multiple here, between pending, authorised, declined, cancellation pending, and cancelled
- Enter the recipient's email address
- Password Change.
- Enter the recipient's email address that should receive a notification when this specific user changes their password
- Details Change (user record updates).
- Enter the recipient’s email address.
- Authorisable Record (e.g., absence requests).
- Click "Save" at the top of the page.
Additional Information
- Key Terms
- Authorisable Record: Absences/overtime requests needing approval.
- Permissions Required
- Users permission (admin-level access).
- Best Practices
- Use for delegates (e.g., PAs, HR teams) who need visibility.
- Test with a small group first before rolling out widely.
- Use the search function to quickly find user records.
⚠ Reminder: Changes save only via the "Save" button at the top.