Setting up email automation

Administrators must enable the Succession Consolidated Webapp feature toggle.

See Enabling feature toggles.

Succession administrators can set up the email automation so that the managers can receive notifications when there is a change on the employee performance or potential.
  1. Select Administration > Setup.
  2. Click Email Automation.
  3. Specify this information:
    Use Organization Header And Footer
    Optionally, select the Use Organization Header And Footer check box to include your organization's standard header and footer in the email notifications.
    Succession Employee Promotion
    Specify Automatic Email to send an email notification to the manager when an employee is promoted.
    Succession Employee Transfer
    Specify Automatic Email to send an email notification to the manager when an employee is transferred.
    Succession Employee Termination
    Specify Automatic Email to send an email notification to the manager when an employee is terminated.
    Performance and Potential From High To Low
    Specify Automatic Email to send an email notification to the manager that the employee’s potential rating has decreased.
    Performance and Potential From Low To High
    Specify Automatic Email to send an email notification to the manager that the employee’s potential rating has improved.
  4. Specify an email template for each email rule.
  5. Click Save. When prompted, specify an effective date on which the email automation is effective.