Notification Schedule Settings is a feature that enables Company Administrators to define specific timeframes for sending scheduled notifications. Once configured, the system will dispatch scheduled notifications exclusively within the designated hours.
What are Scheduled Notifications?
Any notification can be edited to become a scheduled notification. This is done by setting the Send Notification option to ‘Before or After trigger occurs’.
ELMO's notification system offers a dual approach to communication delivery:
Instant Triggers: Notifications can be instantly generated based on specific user actions within the application.
Scheduled Delivery: Despite being triggered immediately, the actual dispatch of some notifications can adhere to the predefined Notification Schedule settings. Please see our related articles for a full breakdown of which notifications are affected.
How to enable Notification Schedule?
Any user with Company Admin access will be able to configure these settings.
1. Navigate to Administration → General → Notifications.
2. Under the Settings tab, you will see the Notification Schedule toggle.
3. Once enabled, you can then Set Notification Time.
⚠️ Our system requires at least 4 hours to process all scheduled notifications due to the large volume.
Notification Behavior by Product Area
Use this guide to understand which notifications are sent immediately (disregarding the schedule) and which will be sent only within the configured timeframe.
Documents & Forms +
Notifications that DO Respect the Schedule +
Name: Form Due
Trigger: Triggered when a Form is due to be completed by a user.
Why: An email sent to a user or form assignee notifying them that a form is due.
Where to find: Admin → Documents → Notifications
Name: Form Expired
Trigger: Triggered when a Form owned by a user expires.
Why: An email sent to the user to advise them that the form has now expired.
Where to find: Admin → Documents → Notifications
Notifications that DO NOT Respect the Schedule +
Name: Form Approved
Trigger: Triggered when a Form is changed to Approved by an approval user.
Why: An email sent to the user to advise them that their document has been approved.
Where to find: Admin → Documents → Notifications
Name: Form Assigned
Trigger: Triggered when a Form is assigned to a user.
Why: An email sent to a user or form assignee, notifying them that a form has been assigned.
Where to find: Admin → Documents → Notifications
Name: Form Awaiting Approval
Trigger: Triggered when a user submits a form for approval.
Why: An email sent to a user or form assignee's approver notifying them that they have an action to approve.
Where to find: Admin → Documents → Notifications
Name: Form Rejected
Trigger: Triggered when a Form is changed to Rejected by an approval user.
Why: An email sent to a user notifying them that their submitted form has been rejected by the approver.
Where to find: Admin → Documents → Notifications
Name: Form Shared
Trigger: Triggered when a shared form is completed.
Why: When a form is completed and shared with a user.
Where to find: Admin → Documents → Notifications
General Administration +
Notifications that DO NOT Respect the Schedule +
Name: Employee Manager Selection
Trigger: When a user selects a manager this notification will be triggered.
Why: An email sent to a manager notifying them that they have been selected by a user. This notification is used for organisations that do not have complete HRIS information and require the employee to select their manager upon first login.
Where to find: Administration → Notifications
Name: Forgot Username or Password
Trigger: When a user requests their current username or a new password this notification will trigger.
Why: An email sent to a user who requested their current username and password through the login page.
Where to find: Administration → Notifications
Name: New Onboarding User is Added to the System
Trigger: This notification will trigger when a new onboarding user account is added to the system.
Why: An email sent to new onboarding users who have been added to the system. This contains the URL, username and a link to set their password.
Where to find: Administration → Notifications
Name: New User is Added to the System
Trigger: This notification will trigger when a new user account is added to the system.
Why: An email sent to new users who have been added to the system. This contains the URL, username and a link to set their password.
Where to find: Administration → Notifications
Name: New Vendor User is Added to the System
Trigger: This notification will trigger when a new vendor user account is added to the system.
Why: An email sent to new vendor users who have been added to the system. This contains the URL, username and a link to set their password.
Where to find: Administration → Notifications
Name: User Import Completion
Trigger: When a user import process has completed
Why: Notify the admin user the results of the import
Where to find: N/A, managed at the backend.
Name: Password Change
Trigger: When a password is changed by an administrator this notification will be sent to the user letting them know of the change.
Why: An email sent to a user notifying them when an administrator changes their password.
Where to find: Administration → Notifications
Name: Recommend User
Trigger: This email will be triggered when a user is recommended.
Why: An email is sent to the user notifiying them that they have been recommended using the 'thumbs up' functionality on the Profile Page.
Where to find: Administration → Notifications
Name: Schedule Report Complete
Trigger: When a scheduled report is complete this notification will send to the user who requested the report.
Why: An email sent to a user who requested a scheduled report, notifying them that the report is complete.
Where to find: Administration → Notifications
Name: Self Registration
Trigger: When a new user registers this notification will be sent requesting they click on a link to confirm their account.
Why: An email sent to a user requesting their confirmation of self-registration. This is triggered when they register via the login page.
Where to find: Administration → Notifications
Name: User expiry
Trigger: When a user expiry date is close notification will be send to the users letting them know of the expiration date.
Why: An email is sent to the user informing them that their account is due to expire
Where to find: Administration → Notifications
Name: Username Change
Trigger: When a username is changed by an administrator this notification will be send to the user letting them know of the change.
Why: An email sent to a user notifying them that their username has been changed. This is triggered when an administrator changes a user’s details.
Where to find: Administration → Notifications
HR Core +
Notifications that DO Respect the Schedule +
Name: Emergency Contact / Next Of Kin Export
Trigger: Manual export of Emergency Contact / NOK
Why: When HR Manager export emergency Contact / NOK Details in User list page
Where to find: Email is constructed in the Backend and sent to user.
Name: Bank Account Details(AU/NZ) Export
Trigger: Manual export of bank account details
Why: When HR Manager export bank account details for AU & NZ Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: Employment Details(AU/NZ) Export
Trigger: Manual export of Employment details from the application
Why: When HR Manager export Employment details for AU & NZ Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: Superannuations Export
Trigger: Manual export of Superannuation details from the application frontend
Why: When HR Manager export Superannuation record for AU Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: TFN Details Export
Trigger: Manual export of TFN details
Why: When HR Manager export TFN records for AU Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: NZ Taxation Details Export
Trigger: Manual export of NZ Taxation Details
Why: When HR Manager export NZ Tax records for NZ Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: KiwiSaver Details Export
Trigger: Manual export of KiwiSaver Details
Why: When HR Manager export KiwiSaver records for NZ Employees so that download link is available for HR manager to download the CSV file.
Where to find: Email is constructed in the Backend and sent to user.
Name: HR Profile Data import
Trigger: Manual export of HR Profile data
Why: When user import Bank Details, Emergency Contact /NOK, Employment Details, Superannuation , Taxation Details
Where to find: Email is constructed in the Backend and sent to user.
Name: Diversity Questions Import
Trigger: Manual export of diversity questions answers
Why: To notify the import process owner the status of the import.
Where to find: Email is constructed in the Backend and sent to user.
Name: Ordinary hours of work Import
Trigger: Manual export of ordinary hours of work for all employees
Why: To notify the import process owner the status of the import.
Where to find: Email is constructed in the Backend and sent to user.
Name: Personal Details / Next Of Kin / Emergency Contact Details Import (AU/NZ/UK)
Trigger: Manual import or SFTP Integration imports of personal details/NOK/Emergencies contact details
Why: To notify the import process owner the status of the import.
Where to find: Email is constructed in the Backend and sent to user.
Name: Bank Account Details Import (AU/NZ/UK)
Trigger: Manual import or SFTP Integration imports of bank account details
Why: To notify the import process owner the status of the import.
Where to find: Email is constructed in the Backend and sent to user.
Name: Superannuations Import
Trigger: Manual import or SFTP Integration imports of superannuation details
Why: To notify the import process owner the status of the import.
Where to find: Email is constructed in the Backend and sent to user.
Name: TFN Details Import
Trigger: Manual import or SFTP Integration imports of TFN data
Why: To notify the import process owner the status of the import.
Where to find: Backend email
Name: NZ Taxation Details Import
Trigger: Manual import or SFTP Integration imports of NZ taxation details
Why: To notify the import process owner the status of the import.
Where to find: Backend email
Name: KiwiSaver Details Import
Trigger: Manual import or SFTP Integration imports of KiwiSaver details
Why: To notify the import process owner the status of the import.
Where to find: Backend email
Name: UK Taxation Details Import
Trigger: Manual import or SFTP Integration imports of UK Taxation details
Why: To notify the import process owner the status of the import.
Where to find: Backend email
Name: UK Pension Details Import
Trigger: Manual import or SFTP Integration imports of UK Pension details
Why: To notify the import process owner the status of the import.
Where to find: Backend email
Notifications that DO NOT Respect the Schedule +
Name: Bank Account Update Notification
Trigger: When user or HR Manager update the bank account details via Bank Account section in employee profile
Why: To notify employee and HR manager about the details of the update done to the employee bank account.
Where to find: Administration → Notifications
Name: KiwiSaver Details Update Notification
Trigger: When user or HR Manager update KiwiSaver details for NZ employee via KiwiSaver section in employee profile
Why: To notify employee and HR manager about the details of the update done to the employee KiwiSaver details.
Where to find: Administration → Notifications
Name: New Zealand Taxation Details Update Notification
Trigger: When user or HR Manager update Taxation Details for NZ Employee via Taxation Section in Employee profile. Note, this section is only available for HR Core client with Payroll(KeyPay) integration.
Why: To notfiy employee and HR manager about the details of the update done to the employee taxation details.
Where to find: Administration → Notifications
Name: Pension Update Notification
Trigger: When user or HR Manager update Pension Details for GB Employee via Pension Section in Employee profile. Note, this section is only available for employee from United Kingdom.
Why: To notify employee and HR manager about the details of the update done to the employee pension details.
Where to find: Administration → Notifications
Name: Super/Benefits Update Notification
Trigger: When user or HR Manager update for superannuation funds for AU Employee via Superannuation Section in Employee profile. Note, this section is only available for employee from Australia or if client is still using Legacy KiwiSaver (V1) which is already deprecated.
Why: To notify employee and HR manager about the details of the update done to the employee superannuation details.
Where to find: Administration → Notifications
Name: Taxation Update Notification (GB/AU/ NZ)
Trigger: When user or HR Manager update for superannuation funds for employee via Superannuation Section in Employee profile. Note, for NZ employee this section is only available for HR Core clients who do not have Payroll(KeyPay) integration.
Why: To notify employee and HR manager about the details of the update done to the employee Taxation details.
Where to find: Administration → Notifications
Name: Profile Task Assigned to User
Trigger: Triggered when a Profile Task is assigned to a User.
Why: So that user is aware that task has been assigned and required to action.
Where to find: Administration → Notifications
Name: Profile Task Completed by User
Trigger: Triggered when profile task is submitted by a user.
Why: To confirm that user has successfully completed task and no further action is required.
Where to find: Administration → Notifications
Name: Leave Request Approval Action Reminder
Trigger: When a leave request is created, approved, or reassigned.
Why: (No description)
Where to find: Administration → Notifications
Name: Leave Approval Notification
Trigger: When a leave request is approved.
Why: Notify employee the approval of submitted leave requests
Where to find: Administration → Notifications
Name: Leave Request Cancelled by Approver
Trigger: When a leave request is cancelled.
Why: Notify the employee that Leave approver has cancelled the leave requests
Where to find: Administration → Notifications
Name: Leave Request Re-Submission
Trigger: When a leave request is re-submitted (after modification).
Why: Confirm with the employee that the original leave request was modified and re-submitted for another approval
Where to find: Administration → Notifications
Name: Leave Rejection Notification
Trigger: When a leave request is rejected.
Why: Notify the employee that the leave request is rejected
Where to find: Administration → Notifications
Name: Leave Request Cancelled by Requester
Trigger: When a leave request is cancelled.
Why: Notify the approver that employee cancelled the leave request
Where to find: Administration → Notifications
Name: New Leave Request Submission
Trigger: When a leave request is submitted (after creation).
Why: Inform the approver that a new leave request is submitted for approval
Where to find: Administration → Notifications
Name: Leave Request Bulk Reminder
Trigger: When approvers are reminded (bulk)
Why: Inform multiple approver that new leave request is submitted for approval
Where to find: Administration → Notifications
Name: Leave Approval Required Notification
Trigger: When a leave request is approved or created.
Why: Notify employee that submitted leave requests needs approval
Where to find: Administration → Notifications
Name: Approved Upcoming Leave Reminder
Trigger: When a leave request is approved or created.
Why: Inform the approver that approved leave request is approaching
Where to find: Administration → Notifications
Name: Place a Leave Request on hold
Trigger: When a leave request is placed on hold.
Why: Inform the approver and employee that a submitted leave request is placed on hold
Where to find: Administration → Notifications
Name: Remove a Leave Request from on hold
Trigger: When a leave request is removed from on hold. Can be from UI or CRON.
Why: Inform the approver and employee that a submitted leave request is no longer on hold
Where to find: Administration → Notifications
Name: Split Leave Request
Trigger: When a leave request is split during creation.
Why: Inform the approver that an submitted leave has been split
Where to find: Administration → Notifications
Learning +
Notifications that DO Respect the Schedule +
Name: Post: Course Post Comment
Trigger: When a comment is posted to the course post
Why: This email is sent to a notify course post subscribers when a comment is added.
Where to find: Administration → Notifications
Name: Course Self Unenrolment
Trigger: When a user unenrolls from a course this notification will inform them of their unenrolment.
Why: An email sent to the user informing them that their self unenrolment has been confirmed by the system.
Where to find: Administration → Notifications
Name: External Training: External Training Expired
Trigger: When an External Training course expires
Why: Notify the employee that External Training courses they've enrolled in has expired
Where to find: Administration → Notifications
Name: External Training: External Training Request
Trigger: When an External Training request has been submitted (sent to the first level approver) or approved by the first level approver (sent to the second level approver).
Why: Inform the employee that their External Training request has been submitted for approval
Where to find: Administration → Notifications
Name: External Training: External Training Request Approved
Trigger: When an External Training request has been approved.
Why: Inform employee that their External Training requests has been approved
Where to find: Administration → Notifications
Name: External Training: External Training Request Rejected
Trigger: When an External Training request has been rejected.
Why: Inform employee that their External Training requests has been rejected
Where to find: Administration → Notifications
Name: New Enrolment (global)
Trigger: When a user gets enrolled to a course (by their manager)
Why: When a user is enrolled into a course this notification will inform them of their enrolment.
Where to find: Administration → Notifications
Name: Quiz: Quiz Completed
Trigger: When a user completes a quiz this notification will be sent.
Why: Inform the user that the quiz attached to the course has been completed
Where to find: Administration → Notifications
Name: Course Enrol Request
Trigger: When a learner request for enrolment
Why: This email is sent to the selected approver when a learner request enrolment into a course.
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrol Request Approved
Trigger: When all approvers have approved their enrolment into a course.
Why: Notify the user that he/she has received approvals from all approvers to enrol into the selected course
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrol Request Rejected
Trigger: When an approver rejects their request for enrolment
Why: Notify the user that one approver has rejected the request to enrol into the selected course
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrol Request Cancelled
Trigger: When a user cancels their enrolment request into a course
Why: Notify the user that the administrator has cancelled his/her enrolment request into the selected course
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Unenrolled by Admin
Trigger: When a user is unenrolled from a course by an admin user
Why: Inform the users that their enrolment into the specific course has been removed
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Unenrolled by Assignment Rule
Trigger: When a user no longer fits an assignment rule and they have not completed the course
Why: This notification will inform them their enrolment has been removed
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrolment Retrain (based of retrain date)
Trigger: When a completed course is due to be re-completed
Why: Remind the user that they need to go through a course again that was previously completed
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrolment Reminder (based on due in date)
Trigger: When the course is due to be completed
Why: Remind the user that one of the course is due to be completed before the due date
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Face-to-Face: Course Face-to-Face Confirmation
Trigger: When an enrolment into a Face-to-Face session is completed
Why: Confirm the Face to Face session a user have signed up for.
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Reminder (based on session start date)
Trigger: When a Face-to-Face session is due to start
Why: Remind users of their session they have signed up for. This email is triggered one day before.
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Wait-listed
Trigger: When an user is added to the wait list to enrol into a Face-to-Face session
Why: Inform an user that the request to enrol into a course has been place into a waiting list
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Changed
Trigger: When an Administrator changes the details of a Face-to-Face session with users already enrolled into
Why: Inform an user that session details have been changed by an administrator
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Session Cancellation
Trigger: When a Face-to-Face session is cancelled by an Administrator
Why: Inform an user that an Face-to-Face session they have previously enrolled into has been cancelled by an Administrator
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Remove Signup
Trigger: When an user is unenrolled from a Face-to-Face session by an Administrator
Why: Notify an user he/she has been removed from a Face-to-face session they have previousled signed up for
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Name: Face-to-Face: Course Face-to-Face Session Withdrawn
Trigger: When an user unenrol himself/herself from a Face-to-Face session
Why: Inform the trainer and the employee's reporting manager that the user has withdrawn from a Face-to-face session.
Where to find: Admin → Learning → Course → Edit → F2F Activity → Session Notifications
Notifications that DO NOT Respect the Schedule +
Name: Quiz: Quiz Marked - Failed/Rejected
Trigger: When a marker completes their marking of a quiz with a fail mark
Why: Notify the user that they have failed the quiz of the specific course
Where to find: Administration → Notifications
Name: Quiz: Quiz Marked - Passed/Approved
Trigger: When a marker completes their marking of a quiz with a passing mark
Why: Notify the user that they have passed the quiz of the specific course
Where to find: Administration → Notifications
Name: Course Enrolment Completed
Trigger: When the user has completed all the activities within a course
Why: Inform the users they have completed a course
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrolment Refresh
Trigger: When a user's course enrolment is refreshed
Why: This email is sent to user to inform them that their enrolment has been refreshed.
Where to find: Admin → Learning → Course → Edit → Notifications tab
Name: Course Enrol Request Confirmation
Trigger: When a course enrollment request is sent to Learning Admin
Why: Inform users their request to enrol into a specific course has been sent to Learning Admin for further approval
Where to find: Admin → Learning → Course → Edit → Notifications tab
Performance +
Notifications that DO Respect the Schedule +
Name: 360 Review Due Date
Trigger: Due date of the 360 review (If the 360 review has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the user notifying them their 360 review phase is due
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Review Task Due
Trigger: Triggered on the due date of a 360 review and sent to all users who have been assigned a 360 review task and have not completed it (If the 360 review has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the user notifying them that a 360 review task is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Action Phase Due Date
Trigger: This notification will trigger when the action phase is due (If the phase has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the employee notifying them that the action phase of the appraisal is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Approval Task Due Date
Trigger: This notification is sent as a reminder a selected number of days/weeks after the approval request has been sent.
Why: An email is sent to the approver notifying them that an appraisal approval is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Started
Trigger: This notification is used to alert the employee, manager and/or any other users of the start of an appraisal.
Why: An email is sent to the employee and their manager notifying them that the performance appraisal has begun.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Due Date
Trigger: This notification will send when a checkpoint is due and has not been completed (If the checkpoint has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the employee and manager notifying them that the checkpoint is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Started
Trigger: This notification will send on the checkpoint start date.
Why: An email is sent to the employee and their manager notifying them that the checkpoint has started.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Development Action (text) Due Date
Trigger: This notification will be sent when a development action is due and not at 100% complete (If the development action has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the user notifying them that their development action is due and is yet to be completed.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Manager Scoring Phase Due Date
Trigger: This notification will trigger when the manager scoring phase is due and has not been completed.
Why: An email is sent to the manager notifying them that the manager scoring phase of the appraisal is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Manager Scoring Phase Start
Trigger: This notification is used to alert the employee, manager and/or any other users that the Manager Scoring Phase is starting.
Why: An email is sent to the employee notifying them that the manager scoring phase has started.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Measurement Due Date
Trigger: This notification will be sent when a goal measure is due and not at 100% complete (If the measure has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the user notifying them that their goal measure is due and is yet to be completed.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Planning Phase Due Date
Trigger: Triggered when planning phase due date is reached
Why: An email is sent to the employee notifying them that the planning phase of the appraisal is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Self Scoring Phase Due Date
Trigger: This notification will trigger when the self scoring phase is due but has not been completed (If the phase has been completed before the notification is due, then it will not send a notification to the user.)
Why: An email is sent to the employee notifying them that the self scoring phase of the appraisal is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Notifications that DO NOT Respect the Schedule +
Name: 360 Review Complete
Trigger: 360 review phase is completed in the performance appraisal
Why: Notify the employee that the 360 review phase in the performance appraisal is complete
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Review Started
Trigger: Start date of the 360 review.
Why: An email is sent to the user notifying them that the 360 review phase has begun.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Review Task Assigned
Trigger: Triggered on the start date of a 360 review and sent to all users who have been assigned a 360 review task.
Why: An email is sent to the user notifying them that a 360 review rating task has been assigned to them.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Review Task Reminder
Trigger: Triggered when the employee or manager clicks on the "Send Reminder" button within their review.
Why: An email is sent to the user notifying them that a 360 review task is due.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Reviewer Added
Trigger: Triggered when an employee submits 360 raters for approval.
Why: An email is sent to the manager notifying them that their employee has submitted their 360 reviewers.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Reviewer Approved
Trigger: Triggered when a manager approves the 360 raters an employee has submitted.
Why: An email is sent to the employee notifying them that their nominated 360 reviewer have been approved by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: 360 Reviewer Rejected
Trigger: Triggered when a manager rejects the 360 raters an employee has submitted.
Why: An email is sent to the employee notifying them that their nominated 360 reviewer have been rejected by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Action Phase Finalised
Trigger: This notification will trigger when the action phase is finalised.
Why: An email is sent to the employee notifying them that their action phase has been approved finalised by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Action Phase Rejected
Trigger: This notification will trigger when the action phase is rejected.
Why: Inform an employee that the action phase in their assigned performance appraisal has been rejected
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Action Phase Submitted
Trigger: This notification will trigger when the action phase is submitted.
Why: Inform an employee and the performance manager that the action phase in their assigned performance appraisal has been submitted for further review
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Approval Task Approved
Trigger: This notification will trigger when a approval phase have been approved.
Why: An email sent to the employee notifying them that the appraisal has been approved.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Approval Task Assigned
Trigger: This notification will trigger when a user has been assigned an appraisal to review.
Why: An email is sent to the approver notifying them that an appraisal requires approval.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Approval Task Rejected
Trigger: This notification will trigger when a approval phase have been rejected.
Why: An email sent to the employee notifying them that their appraisal has been rejected.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Complete
Trigger: This notification will trigger when the appraisal's status changes to Complete.
Why: Notify users that their performance appraisal is completed
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Appraisal Manager Changed
Trigger: This notification will trigger when the manager of an appraisal is changed.
Why: An email is sent to employee to notify them that their appraisal manager for their performance appraisal has changed.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Approved - Employee
Trigger: This notification will send when a checkpoint has been approved by a employee
Why: An email is sent to the manager notifying them that their employee has approved the checkpoint.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Approved - Manager
Trigger: This notification will send when a checkpoint has been approved by a manager.
Why: An email is sent to the employee notifying them that their manager has approved the checkpoint.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Rejected
Trigger: This notification will be sent when a checkpoint has been rejected by a manager.
Why: An email is sent to the user notifying them that their manager has rejected the checkpoint.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Checkpoint Skipped
Trigger: This notification will send when a checkpoint has been skipped by a manager.
Why: An email is sent to the user notifying them that their manager has skipped the checkpoint
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Manager Scoring Phase Finalised
Trigger: This notification will trigger when the manager scoring phase is finalised.
Why: An email is sent to the employee notifying them that their manager scoring phase has been finalised by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Appraisal Assigned
Trigger: This notification is used to alert the employee, manager and/or any other users that a new appraisal has been assigned to an employee.
Why: An email is sent to the employee and their manager notifying them that the performance appraisal has been assigned.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Competency Assigned
Trigger: This notification will be sent when a new competency is assigned.
Why: An email is sent to the employee notifying them that their manager has assigned them a new competency.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Development Action (text) Assigned
Trigger: When a user is assigned a development action (type text) this notification will be sent.
Why: An email is sent to the employee notifying them that a development action has been assigned to them.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Development Objective Assigned
Trigger: This notification will be sent when a new development objective is assigned.
Why: An email is sent to the employee notifying them that a development objective has been assigned to them.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Goal Assigned
Trigger: When a new goal is assigned by a manager the email will be sent.
Why: An email is sent to the employee notifying them that a new goal has been assigned to them.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: New Measurement Assigned
Trigger: This notification will be sent when a new goal measure is assigned.
Why: An email is sent to the employee notifying them a new goal measurement has been assigned to them.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Planning Phase Finalised
Trigger: This notification will trigger when the planning phase is finalised.
Why: An email is sent to the employee notifying them that their planning phase has been approved finalised by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Planning Phase Rejected
Trigger: This notification will be sent when the manager rejects the planning phase.
Why: An email is sent to the user notifying them that their manager has rejected their planning phase.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Planning Phase Submitted
Trigger: This notification will be sent when the employee submits the planning phase.
Why: An email is sent to the manager notifying them that their employee has submitted their planning phase.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Roll Back Performance Phase
Trigger: This notification is used to inform the employee, manager and/or any other users for a roll back in performance phase
Why: An email sent to the employee, manager and/or anyone else to inform them that a performance phase has been rolled back a previous phase.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Self Scoring Phase Finalised
Trigger: This notification will trigger when the self scoring phase is finalised
Why: An email is sent to the user notifying them that their self scoring phase has been finalised by their manager.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Self Scoring Phase Rejected
Trigger: This notification will send when the manager rejects the employee's ratings submitted for the self scoring phase
Why: An email is sent to the user notifying them that their manager has rejected their self scoring phase.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Self Scoring Phase Started
Trigger: This notification will be sent when the self scoring phase starts.
Why: An email is sent to the employee notifying them that the self scoring phase has started
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Self Scoring Phase Submitted
Trigger: This notification will send when the employee submits their ratings for the self scoring phase.
Why: An email is sent to the manager notifying them that their employee has submitted their self scoring phase.
Where to find: Admin→ Performance → Appraisal Setup → Appraisal Notification dropdown → Appraisal Notifications
Name: Trophy Received
Trigger: Point, Birthday, Course, StartDate trigger
Why: When condition meet like points, birthday reach, Course completion, StartDate of employee, then trophy will be sent
Where to find: Administration → Notifications
Recruitment +
Notifications that DO Respect the Schedule +
Name: Panel Review Reminder
Trigger: This notification is triggered everytime a panel review is added and it sets the due date as the due date of the recruitment action.
Why: Reminder sent on or before the panel review date.
Where to find: Admin → General → Notifications
Name: Requisition Due
Trigger: This notification is triggered at the time the requisition is updated and its due date is the due date of the requisition
Why: Notification of the due date of a requisition.
Where to find: Admin → General → Notifications
Notifications that DO NOT Respect the Schedule +
Name: Application Confirmation
Trigger: This notification will trigger when the job application added to the requisition
Why: Confirmation email sent to a candidate after applying for a job.
Where to find: Admin → General → Notifications
Name: Forgot Password - Candidate
Trigger: This notification will trigger when the candidate request for resetting the password from the candidate portal
Why: Notification sent to a candidate when they click the Forgot Password link.
Where to find: Admin → General → Notifications
Name: Interview Reminder
Trigger: This notification will trigger when scheduling, rescheduling the interviews .
Why: Reminder sent on or before the interview date.
Where to find: Admin → General → Notifications
Name: Job Ad Expiring
Trigger: This notification will trigger every time a job ad is updated. It's triggered right away and its due date is the job ad expire date.
Why: Notification of a job ad expiring
Where to find: Admin → General → Notifications
Name: Job Saved
Trigger: This notification will trigger when a job application is successfully created. The recipient is the candidate that just applied
Why: Confirmation email sent to a candidate once they save a job.
Where to find: Admin → General → Notifications
Name: New Candidate Added to a requisition
Trigger: This notification is triggered when job application is created by non vendor.
Why: This notification will be triggered each time a new candidate is added to a requisition.
Where to find: Admin → General → Notifications
Name: New Candidate Added via Vendor
Trigger: This candidate is created when job application is created by vendor.
Why: Confirmation email sent to a vendor user after applying for a job on behalf of candidate.
Where to find: Admin → General → Notifications
Name: New Candidate Applies to a Position
Trigger: This notification is triggered when an application is created. ( it will be sent with one of the two above )
Why: This notification will be triggered each time a new candidate applies to a position.
Where to find: Admin → General → Notifications
Name: New Candidate Confirmation
Trigger: This notification will trigger after the candidate is created.
Why: Confirmation email sent to confirm a candidate's account after registering.
Where to find: Admin → General → Notifications
Name: New Candidate added via Requisition
Trigger: This notification is triggered everytime a candidate is added to requisition.
Why: This notification will be triggered each time a new candidate is added to a requisition.
Where to find: Admin → General → Notifications
Name: New Candidate added via candidate management
Trigger: This notification is triggered everytime a candidate is added to requisition vie Candidate Management
Why: Reset Password Notification sent to a candidate to activate their account when they are added through Candidate Management
Where to find: Admin → General → Notifications
Name: New Candidate exported from Seek
Trigger: This notification is triggered everytime we receive a candidate from SEEK
Why: Reset Password Notification sent to a candidate to activate their account when they are added via Seek Application Export
Where to find: Admin → General → Notifications
Name: New Candidate submitted by Indeed
Trigger: This notification is triggered everytime we receive a candidate from Indeed
Why: Reset Password Notification sent to a candidate to activate their account when they are submitted via Indeed
Where to find: Admin → General → Notifications
Name: Not Suitable - External Candidate
Trigger: This notification is triggered everytime a external candidate is marked as not suitable
Why: Notification sent to external candidates marked as not suitable when a requisition is finalised.
Where to find: Admin → General → Notifications
Name: Not Suitable - Internal Candidate
Trigger: This notification is triggered everytime an internal candidate is marked as not suitable
Why: Notification sent to internal candidates marked as not suitable when a requisition is finalised.
Where to find: Admin → General → Notifications
Name: Offer Accepted by Candidate
Trigger: This notification is triggered everytime a candaide accepts an offer
Why: Notification of an offer acceptance by a candidate.
Where to find: Admin → General → Notifications
Name: Offer Approval Request
Trigger: This notification is triggered everytime a offer is created to a candidate and need approvals
Why: Notification of approval request of an offer to a candidate.
Where to find: Admin → General → Notifications
Name: Offer Approval Request - Approved
Trigger: This notification is triggered everytime a approval request is approved
Why: Notification of approval of an offer to a candidate.
Where to find: Admin → General → Notifications
Name: Offer Approval Request - Rejected
Trigger: This notification is triggered everytime a approval request is rejected
Why: Notification of rejection of an offer to a candidate.
Where to find: Admin → General → Notifications
Name: Offer Rejected by Candidate
Trigger: This notification is triggered everytime a use rejects an offer
Why: Notification of an offer rejection by a candidate.
Where to find: Admin → General → Notifications
Name: Offer Withdrawn
Trigger: This notification is triggered everytime a offer is withdrawn by the company
Why: Notification an offer has been withdrawn.
Where to find: Admin → General → Notifications
Name: Password Change - Candidate
Trigger: This notification is sent everytime a password change is requested
Why: When a password is changed this notification will be sent to the candidate letting them know of the change.
Where to find: Admin → General → Notifications
Name: Recruitment - Candidate withdraws themselves from requisition
Trigger: This notification is triggered everytime a candidate withraws their application
Why: This notification will trigger where a candidate withdraws themselves from a requisition.
Where to find: Admin → General → Notifications
Name: Recruitment - Email Candidate
Trigger: This notification is triggered when the candidate is email directly from the system
Why: This notification will trigger whenever a user emails a candidate.
Where to find: Admin → General → Notifications
Name: Recruitment - Interview - Cancel Scheduled Interview
Trigger: This notification is triggered when the interview is cancelled
Why: Notification to candidate cancelling a previously scheduled interview
Where to find: Admin → General → Notifications
Name: Recruitment - Interview - Reschedule Interview
Trigger: This notification is triggered when the interview is rescheduled
Why: Notification to candidate notifying them that previously scheduled interview has been rescheduled
Where to find: Admin → General → Notifications
Name: Recruitment - Interview - Schedule Interview
Trigger: This notification is triggered when the interview is scheduled
Why: Invitation to candidate notifying them of First Round Interview
Where to find: Admin → General → Notifications
Name: Recruitment - Interview - Submitted Interview
Trigger: This notification is triggered everytime the interview notes are submitted
Why: Notification to users notifying them than an interview has been submitted
Where to find: Admin → General → Notifications
Name: Recruitment - Reject - Bulk Reject Candidates
Trigger: This notification is triggered for each candidate everytime the candidate is bulk rejected
Why: Notification sent to bulk candidates when they are rejected.
Where to find: Admin → General → Notifications
Name: Recruitment - Reject - External Candidate
Trigger: Notification is triggered everytime a external candidate is rejected for a position
Why: Notification sent to external candidates marked as rejected
Where to find: Admin → General → Notifications
Name: Recruitment - Reject - Internal Candidate
Trigger: Notification is triggered everytime a internal candidate is rejected for a position
Why: Notification sent to internal candidates marked as rejected
Where to find: Admin → General → Notifications
Name: Recruitment - User withdraws candidate from requisition
Trigger: This notification is triggered when user withdraw candidate from application and choses to notify them
Why: This notification will trigger where a user withdraws a candidates application and chooses to send this notification.
Where to find: Admin → General → Notifications
Name: Recruitment Workflow Completed
Trigger: This notification is triggered when all the recruitment actions are completed
Why: No description
Where to find: Admin → General → Notifications
Name: Requisition Change of Owner
Trigger: This notification is triggered when the requisition owner is changed
Why: Notification of changing requisition owner.
Where to find: Admin → General → Notifications
Name: Requisition Finalised
Trigger: This notification is triggered when the requisition is finalised
Why: Notification triggered when a requisition is finalised.
Where to find: Admin → General → Notifications
Name: Requisition New Position
Trigger: This notification is triggered when the requisition approal steps are all fullfiled and a new position is finalised
Why: Notification of new position in requisition.
Where to find: Admin → General → Notifications
Name: Requisition Reopen
Trigger: This notification is triggered when a requisition is reopened
Why: Notification of reopening a requisition.
Where to find: Admin → General → Notifications
Name: Requisition Request
Trigger: This notification is triggered to be sent to the approver when the requisition is requested
Why: Notification of sending requisition to approver
Where to find: Admin → General → Notifications
Name: Requisition Request - Approved
Trigger: This notification is triggered when the requisition is approved
Why: Notification of approval of requisition request.
Where to find: Admin → General → Notifications
Name: Requisition Withdrawn
Trigger: This notification is triggered when the requisition is withdrawn
Why: Notification a requisition has been withdrawn. This is sent to all applicants.
Where to find: Admin → General → Notifications
Name: Saved Job Closing
Trigger: Notification is triggered when candidate save a job ad, to be sent at the due date of the given job ad.
Why: Notification sent to a candidate letting them know a saved job that they haven't applied for is closing based on the end date of the job ad.
Where to find: Admin → General → Notifications
Name: Seek Job Ad Expired
Trigger: Deprecated not currently being triggered ( we currently rely on SEEK to do that )
Why: Notification of a seek job ad expired.
Where to find: Admin → General → Notifications
Name: Seek Job Ad Uploaded
Trigger: Deprecated not currently being triggered ( we currently rely on SEEK to do that )
Why: Notification of a seek job ad uploaded.
Where to find: Admin → General → Notifications
Rewards & Recognition +
Notifications that DO Respect the Schedule +
Name: Award Nomination Open
Trigger: When an award nomination starts
Why: An email is sent to nominators that the award nomination phase is started
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Nomination Nominated
Trigger: When a nomination is created for the user
Why: Inform the user that he/she has been nominated by another user for this award
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Nomination Closed
Trigger: When an award nomination closes
Why: Inform the users the award nomination phase is closed and they can no longer submit further nominations
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Voting Open
Trigger: When an voting phase is started
Why: Notify the users they can vote for the award started
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Voting Voted
Trigger: AwardVotingVotedTrigger
Why: An email is sent to users that the user received votes at the end of the voting phase
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Voting Closed
Trigger: When the voting phase starts
Why: Inform users that the voting phase has started
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Awarding Open
Trigger: When the award phase starts
Why: Notify all users that the Award phase has started
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Notifications that DO NOT Respect the Schedule +
Name: Award Winner
Trigger: When a winner of an award is identified
Why: Notify the user who receives/won the award
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Name: Award Completed
Trigger: When all phases of an award completes
Why: Inform all users involved in the Award that is now completed
Where to find: Administration → Rewards & Recognition → Award Management → Edit Award → Notifications
Succession +
Notifications that DO Respect the Schedule +
Name: Succession Calibration Phase Started
Trigger: When the Succession Calibration phase starts for the user
Why: Notify the user that the calibration phase has begun.
Where to find: Administration → Notifications
Name: Succession Rating Phase Started
Trigger: When a Succession Rating phase starts
Why: Notify the users their Sucession Rating has started
Where to find: Administration → Notifications
Notifications that DO NOT Respect the Schedule +
Name: Succession Calibration Phase Assigned
Trigger: When an user has been assigned to a Succession Calibration review
Why: Notify the user that he/she has been assigned a succession review to calibrate.
Where to find: Administration → Notifications
Name: Succession Development Phase Assigned
Trigger: When the Sucession Development phase is assigned to the user
Why: Notify the user that he/she has been assigned a succession review where they can develop users.
Where to find: Administration → Notifications
Name: Succession Development Phase Started
Trigger: When the Sucession Development phase is started for the user
Why: Notify the user that the development phase has begun.
Where to find: Administration → Notifications
Name: Succession Position Management Phase Assigned
Trigger: User is assigned to a succession review
Why: Notify the user that he/she has been assigned a succession review to where the user can manage positions.
Where to find: Administration → Notifications
Name: Succession Position Management Phase Started
Trigger: When a Succession Position Management Phase starts
Why: An email is sent to the user notifying them that the position management phase has begun.
Where to find: Administration → Notifications
Name: Succession Rating Phase Assigned
Trigger: When a Sucession Rating Phase is assigned to the user
Why: Inform the users that they have been assigned a succession review to rate
Where to find: Administration → Notifications