Working With Updates
HR professionals or employees with access to the SuiteApp can receive notifications about the progress of an employee in the following ways:
Tracking Dashboard Reminders
You can set up reminders for incoming onboarding tasks in the reminders portlet. For the reminders to appear on the portlet, you need to be assigned to a task.
To set up reminders, see Updates Preferences. You can track the following reminders from the dashboard:
-
Onboarding Tasks
-
Offboarding Tasks
To update task statuses, see Updating the Status of Tasks.
Receiving Email Notifications
The SuiteApp sends email notifications to the following users defined on the plan:
-
Employee
-
Coordinator
-
Assignee
Email notifications sent to employees and assignees are sent by using the coordinator's email address. Coordinators should make sure their record has an email address so that the SuiteApp can use it to send email notifications.
The SuiteApp sends an email after an employee updates and saves a plan.
The following table shows the events that trigger email notifications for each type of user.
|
Email Notification Trigger |
Employee on the Plan |
Assignee |
Coordinator |
|---|---|---|---|
|
New tasks were assigned to you |
X |
X |
– |
|
Tasks are no longer assigned to you because of any of the following:
|
X |
X |
- |
|
Due dates for your tasks were changed |
X |
X |
- |
|
Daily update of your tasks |
X |
X |
- |
|
Daily update of all tasks related to an employee change |
– |
- |
X |