Updates Preferences
Roles that use the SuiteApp can receive updates about their plans through the Onboarding portlet, Reminders portlet, or email notifications.
To set up the Onboarding portlet, see Setting Up the Onboarding Portlet.
To set up reminders, see Setting Up Reminders.
Click or drag to add the following reminders on your dashboard:
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Onboarding Tasks
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Offboarding Tasks
For email notifications to work, refer to the following:
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Verify that any Coordinator you assign to a plan has an email address on their employee record. The SuiteApp uses this address to send notifications to employees.
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If you want an employee to get notifications, they must have an existing employee record. Otherwise, they can't receive updates about their assigned tasks or plans. If you create a plan before their record, update the plan to link it after the record has been created.
Email Summary
The SuiteApp has a script that sends an email summary of current tasks, assignees and coordinators. You can change the script’s schedule to fit your company’s email policies.
To change the email summary script:
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Go to Customization > Scripting > Script Deployments.
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Under the Script column, find OC Send Daily Summary SS and click Edit.
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In the Status field, select Scheduled.
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Make the appropriate changes under the Schedule subtab. For more information, see Scheduled Script Deployment Record.
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Click Save.
To learn how to use the SuiteApp for your business, see Getting Started With Onboarding and Offboarding Plans.