-
Type:
Support Activity
-
Status: Closed
-
Priority:
Medium
-
Resolution: Done
-
Affects Version/s: None
-
Fix Version/s: None
-
Component/s: Onboard
-
Labels:None
-
Support Task Type:BOSS Setup
-
Reported by:Support
-
Module:OnBoard
-
Severity:Simple
Hello,
I noticed that we now have several email templates for Onboard notifications. Can you please tell me if these are currently working? If not, is there a golive date for these?
Tour Completion Notification
Additional form change notification
Tour Assignment Notification
Tour Reminder Notification
Tour Cancellation Notification
Will each of these be sent to all Client Admins? Or will only the Client Admins only with Onboard permissions receive these?
Thank you in advance for the clarification.
Veronica Blanco
Hi Swapnil Pandhare & Rajendra Joshi,
We have checked below email templates on Stage and received email notifications for each of them
Tour Assignment Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Assign Tours" link.
e] Select a respective tour and click on "Assign Tour" button.
d] Email will be received by employee stating "XYZ" tour is assigned to him.
Tour Reminder Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Reminder" link.
e] Click on the "OK" button of confirmation message.
d] Reminder email will be received by employee stating end date for "XYZ" tour is fast approaching and need to complete it before end date.
Tour Cancellation Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Cancel Tour" link.
e] Click on the "OK" button of confirmation message.
d] Email will be received by employee stating the tour is cancelled by admin and you are no longer able to access it.
Kunal Kedari (Inactive)
added a comment - - edited Hi Swapnil Pandhare & Rajendra Joshi ,
We have checked below email templates on Stage and received email notifications for each of them
Tour Assignment Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Assign Tours" link.
e] Select a respective tour and click on "Assign Tour" button.
d] Email will be received by employee stating "XYZ" tour is assigned to him.
Tour Reminder Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Reminder" link.
e] Click on the "OK" button of confirmation message.
d] Reminder email will be received by employee stating end date for "XYZ" tour is fast approaching and need to complete it before end date.
Tour Cancellation Notification
Steps for When and How this email get triggered -
a] Login to the application as a admin.
b] Navigate to Onboard module.
c] From left navigation menu navigate to Employee Administration>Manage Onboard Status.
d] Mouse hover any employee record and click on "Cancel Tour" link.
e] Click on the "OK" button of confirmation message.
d] Email will be received by employee stating the tour is cancelled by admin and you are no longer able to access it.
Cc: Mahendra Mungase , Prasad Pise *Tour Completion Notification *
Steps for When and How this email get triggered -
1. In Partner login, On E-mail Message Format Screen, Select Message Category as 'Tour Completion Notification' and E-mail Message Format Status as 'Enabled'.
2. Set all the fields like CC, BCC, Subject, Message. Add Admin email in CC. Save these settings.
3. Create onBoard Tours.
4. Make sure that in Company Information >> System Settings >> Receive Email Notification is set to 'Yes'
5. Create a new hire employee. and in this employee login, complete the tours.
6. Admin will recived E-mail Message as per settings done above.
Additional Form Change Notification
Steps for When and How this email get triggered -
1. In Partner login, On E-mail Message Format Screen, Select Message Category, as 'Additional Form Change Notification' and E-mail Message Format Status as 'Enabled'.
2. Set all the fields like CC, BCC, Subject, Message. Add Admin email in CC. Save these settings.
3. Create Additional forms and include in onBoard Tours.
4. Make sure that in Company Information >> System Settings >> Receive Email Notification is set to 'Yes'
5. Create a new hire employee. and in this employee login, complete the tours.
6. In Employee login, in menu, select additional form and modify some of these and save.
7. Admin will recived E-mail Message as per settings done above.
CC : Swapnil Pandhare
Rajendra Joshi (Inactive)
added a comment - *Tour Completion Notification *
Steps for When and How this email get triggered -
1. In Partner login, On E-mail Message Format Screen, Select Message Category as 'Tour Completion Notification' and E-mail Message Format Status as 'Enabled'.
2. Set all the fields like CC, BCC, Subject, Message. Add Admin email in CC. Save these settings.
3. Create onBoard Tours.
4. Make sure that in Company Information >> System Settings >> Receive Email Notification is set to 'Yes'
5. Create a new hire employee. and in this employee login, complete the tours.
6. Admin will recived E-mail Message as per settings done above.
Additional Form Change Notification
Steps for When and How this email get triggered -
1. In Partner login, On E-mail Message Format Screen, Select Message Category, as 'Additional Form Change Notification' and E-mail Message Format Status as 'Enabled'.
2. Set all the fields like CC, BCC, Subject, Message. Add Admin email in CC. Save these settings.
3. Create Additional forms and include in onBoard Tours.
4. Make sure that in Company Information >> System Settings >> Receive Email Notification is set to 'Yes'
5. Create a new hire employee. and in this employee login, complete the tours.
6. In Employee login, in menu, select additional form and modify some of these and save.
7. Admin will recived E-mail Message as per settings done above.
CC : Swapnil Pandhare Hi Veronica Blanco,
We have described the steps above, which will trigger email notification for all the events mentioned by you. Please let us know if any query.
With Best Regards
Rajendra Joshi
Rajendra Joshi (Inactive)
added a comment - Hi Veronica Blanco ,
We have described the steps above, which will trigger email notification for all the events mentioned by you. Please let us know if any query.
With Best Regards
Rajendra Joshi Hello Rajendra Joshi,
What is the purpose of tour assignment? Who can be assigned tours?
Veronica Blanco
Hi Rajendra Joshi,
When replying to the other inquiry, can you clarify if the functionality of the tour assignment been released in production? I do see the email templates in production currently.
Thank you,
Veronica Blanco
Hi Rajendra Joshi / Mahendra Mungase,
Could you please share updates on this one? If no action is required for now, please update the status accordingly. Thanks.
---------------------------------
CC: Vijay Siddha, Satya
Below template is working on production.
Tour Completion Notification
Additional form change notification
Tour Assignment Notification
Tour Reminder Notification
Tour Cancellation Notification
For more information , please go through comments added by us.
Please let me know for more information
Thanks
Mahendra
Tour Completion Notification - questions
1. Is there a way to have the Tour Completion Notification emails go out to the BCC/CC emails addresses ONLY if certain employees finish the tour? For example if employee who has a Class value of X completed a tour then the email addresses on the BCC/CC section get a copy of the email whereas if an employee who has a Class value of Y completes the tour the email addresses on the BCC/CC don't get the email?
2. Can different Tour Completion Notification be setup this way the text on the email that is sent out is different? For example Class value X has certain email text and Class value Y has different email text.
Hi Amannda Johnson,
In existing implementation, there is no provision to send Tour Completion Notification emails only to BCC or CC email address as employee from certain class finish tour. Also, there is no facility to set email message text for specific employee class.
Please note that provision to select employee classes is available only in E-mail Broadcast and not in Email message format.
With Best Regards
Rajendra Joshi
Rajendra Joshi (Inactive)
added a comment - Hi Amannda Johnson ,
In existing implementation, there is no provision to send Tour Completion Notification emails only to BCC or CC email address as employee from certain class finish tour. Also, there is no facility to set email message text for specific employee class.
Please note that provision to select employee classes is available only in E-mail Broadcast and not in Email message format.
With Best Regards
Rajendra Joshi
CC: Hrishikesh Deshpande , Swapnil Pandhare Hello All,
I am marking this ticket as closed, feel free to reopen in case there is any further action required. Thanks.
-------------------------------------------------------
CC: Vijay Siddha, Satya, Jaideep Vinchurkar
Rajendra Joshi Please update on Tour Completion Notification
Additional form change notification
Mahendra Mungase & Kunal Kedari Please update on Tour Assignment Notification
Tour Reminder Notification
Tour Cancellation Notification