Email automation setup

Email automation lets you configure emails that are sent automatically when a resource, resource's manager, or HR administrator performs actions that modify the resource's record. You can choose which actions should trigger email notifications.

For example:

• To notify an administrator, generalist, or manager when resources change their name or address information

• To notify affected resources of the processing status of a Request To Change Name, Request To Add Address, or Request To Change Address action

• To notify a manager that a direct report has requested a skill to be renewed

• To notify a resource that their manager or administrator has validated a skill the resource had entered

• To keep a resource, a resource's manager, and the HR administrator informed of the status of a leave of absence request

Automatic email notifications use email templates. Email templates are set up in the format of a standard email. Templates can use variable text that can be resolved in context of the action taken and the role taking the action.

If resources attach a supporting document to an action that is configured for email automation, that supporting document is attached to the emails sent as the result of the action. Attachments are forwarded with emails for change name, add address, and change address actions.