Creating default automation rules

  1. Select HR Administration > Contracts > Components > Automation Rules.

    or

    Select Employment Contract Administrator > Set Up > Email Notifications > Default Automation Rule.

    Note: Automation rules that are set up in this location are at the HR Organization level. They can be overridden by the automation rules that are set up on an employment contract.
  2. Specify this information:
    Employee Contract Email Rule
    Select whether to send automatic emails or no emails for each contract status listed. Emails are sent when an employee contract within the HR organization is moved to a status that has automatic emails enabled.
    Email Template
    If you chose to send automatic emails for a status, select an email template to use when sending automatic emails for that status. Only active email templates can be selected.
    Email Attachment
    Optionally, upload a file to attach to the automatic emails for a specific status.
  3. Click Save.