Configuring automation for balance notification

Administrators can use the Notification Configuration panel to configure the emails and user notifications that are sent when plan balances are reaching certain thresholds.

Review all the possible actions that can trigger automated notifications and decide which ones to use for your organization. Define your email templates before you define the Notification Rules. Selecting Setup > Organization Configuration > Balance Notification Email Templates.

See Creating balance notifications

Select Absence Management > Set Up > Plans and Components > Plans.
Select a plan.
Select the Notification Configuration tab.
For each of the criteria for which you want to configure a notification, select a Notification rule. Select an email template if the Notification Rule includes email.
- Email Template: If you select Email Notification or Email and User Notification for the Notification Rule, you must select the Template to use to format the email.
- Notification Rule: Select the type of notification you want to trigger. Notifications are sent automatically to the resource and their manager. Email recipients are determined by the email template setup.
Complete this information for the balance thresholds:

Carryover Expired

Sends a notification when a resource’s time off carry over balance is going to expire.

Days Prior To Expiration

Specify the number of days before balance expiration that the notification is sent.

Approaching Low Available Balance

Notification Rule: Select the type of notification you want to Sends a notification when a resource’s time off balance is below the minimum percent specified. The notification tells them that they are low on time.

Minimum Percent

Specify the minimum percent for the low available balance.

Approaching High Available Balance

Sends a notification when a resource's time off balance is approaching the specified maximum where they may stop accruing time.

Maximum Percent

Specify the maximum percent for the high available balance.

Zero or Negative Balance

Sends a notification when a resource has a zero or negative balance.

Lost Accrual

Sends a notification when a resource has lost accrual amounts.

Transaction Expiration

Specify the number of days before expiration that notifications are sent to alert the employee or manager regarding a balance expiring. This value is also used to identify when balance notifications are sent.
Click Save.