Who this guide is for
System administrators configuring global email alerts.
Overview
This guide explains how to set up global email notifications for system events like absence approvals, ensuring specified recipients receive automated alerts.
How Additional Email Notifications Work
Global email notifications trigger alerts when selected system events occur (e.g., absence requests reaching specific statuses). Notifications are sent to predefined email addresses, keeping stakeholders informed without manual checks.
How to Set Up Additional Email Notifications
- Navigate to Admin tools > Admin panel > Global > Email notifications.
- Click Add new in the Additional email notifications section.
- Configure:
- Notification type: Select Authorisable Record (e.g., absence requests).
- Record type: Choose the applicable category (e.g., "Absence").
- Specific record type(s): Select subtypes if needed (e.g., "Annual Leave").
- Status(es): Pick trigger statuses (e.g., "Pending Approval").
- Enter recipient email address(es), separating multiples with a semicolon (
;). - Click Save to activate.
Additional Information
Key Terminology
- Authorisable Record: Any record requiring approval (e.g., leave requests).
- Global Settings: Configurations applied system-wide.
Permissions & Prerequisites
- Requires System Admin role.
Best Practices & Tips
- Use the search function to quickly locate Email Notifications in the Admin Panel.
- Test notifications with a small group before full deployment.
- Combine related alerts under a shared inbox (e.g., "hr-notifications@company.com").
Important Reminders
- Changes here affect all users.
- For granular control, use Templates or User-level settings.