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Creating Leave Notification Methods

E-mail notifications are automatically sent to affected managers when a leave request is initially entered into the system, and also to managers and the employee when it is approved, denied, edited, or cancelled. When a leave request requires approval from more than one manager, notifications will not be sent when the first manager submits their approval. Only after the final manager has signed off are notifications sent to managers who have previously signed off, and the employee. The final manager to submit their approval will not receive a notification.

Scenario 1: Bob has 2 approving managers. He submits a leave request and both of his managers receive a notification. The first manager reviews the leave request and approves it. No notifications are sent. The second manager approves the leave request. The first manager to approve the leave request and Bob receive a notification that the request has been approved. The final manager to approve the request does not receive a notification.

Scenario 2: Bob still has 2 approving managers; however, the first manager rejects the leave notification. The second approving manager and Bob receive a notification, but the rejecting manager doesn't. The leave request doesn't proceed further.

Scenario 3: Bob submits a leave request to 2 managers. Each of the managers receives a notification. The first manager approves the leave request. No notifications are sent. The second manager rejects the leave request. The first manager and Bob receive a notification. The manager who rejected the leave request doesn't.

Scenario 4: There are 2 approving managers. The first manager edits a leave request. The employee and the remaining manager receive a notification.

A leave notification is a type of prepared method that must be configured before it can be used. The method determines which users will receive the notifications and will generate the appropriate e-mails.

The Leave Notification prepared method allows you to exclude occasional positions from triggering a notification. All other managers are notified. If an employee holds 2 positions with the same manager, only one notification is generated.

In This Section

To configure a leave notification method

See Also

Configuring Quadrant Workforce for Leave Management

Create a New Hire User Group

Designating a Manager as a User

Creating a Reports To Org Level

Selecting the Reports to Org Level

Creating a Notification Group

Designating Notification Addressees

Configure an Audit Web Employee Changes Notification Method

Attaching Managers to Positions

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To configure a leave notification method
  1. From the Configuration menu, open the Prepared Methods window.
  2. Select Leave Notification from the Type list box.
  3. Click Add.
  4. Give the Prepared Method a readily identifiable name.
  5. Select Default from the Modifier list box.
  6. Select Leave Notify by Org Detail from the Method list box.
    Three method details appear in the Method Details pane.
  7. Click in the value field to the right of Org Detail Type to activate the drop-down arrow.
  8. Click the arrow and then select an Org Detail from the drop-down list.
    Best practice is to select Reports To as the Org Detail type.
  9. Select a value for the Only FTE>0 detail.
    The choices are Yes or No. If Yes is selected, the method will only look at positions with an FTE greater than 0 that are assigned to the employee to determine who will receive a notification.
  10. Select a value for the Exclude Occasional Positions detail.
    The choices are Yes or No. If yes is selected, occasional positions are ignored when the method determines who will receive a notification.
  11. Click Save.

While you are configuring leave notifications, you might also want to create an Audit Web Employee Changes notification method so that employees and their managers will receive a notification whenever their demographic information has changed. For information on configuring the Audit Web Employee Changes notification, see Configure an Audit Web Employee Changes Notification Method.

Note! For notifications to work, SQL SP4 (Service Pack 4) must be installed on the SQL Server.

See Also

Creating Leave Notification Methods