Defining automatic notification rules for evaluations

Use this type of notification rule to send an automatic notification when an employee has not completed an evaluation before the specified due date.

  1. Select Learning and Development > Set Up > Notifications > Default Notification Rules.

    or

    Open or highlight the notification template for which to define notification rules, and click the Rules Using This Template tab.

  2. On the Notification Rules list, select New > Create Automatic Notifications for Evaluations.
  3. Specify this information:
    Effective Date

    Required. Specify the effective date.

    Notification Rule

    Required. Specify the name of the registration rule.

    Description

    Specify the description of the notification rule. If you do not specify a description, then the notification rule name is shown.

    Active

    The notification rule is inactive by default. To make it active in the system, select the check box. Inactive notification rules cannot trigger notifications.

    Send Notification When

    Select the activity change that triggers the notification.

    Template

    Select the notification template to which this notification is attached.

    Note: If you have accessed this form from a notification template, then this field is already populated.
    Save Correspondence

    By default, each notification creates a copy of the email in Learning and Development > Notifications And Correspondence > Correspondence. To disable saved correspondence records that are associated with this notification rule, select No.

    Eligibility Group
    Select the eligibility group to which these notifications are applied.
  4. Click OK.