Difference between revisions of "Notification Center"

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In this section you can set notification alerts according to calendar date.
 
In this section you can set notification alerts according to calendar date.
  
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There are different categories of notification types in this screen. Some are mentioned below:
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There are two panels in this screen
  
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==Notification Types==
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* Search Alerts
 +
* Calendar
  
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*'''Custom Date:'''
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==Search Alerts==
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  *'''Custom Date Notification''': You can create custom notification other than defined types.
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[[File:Search Alerts ESS S001.jpg |200px|thumb|right|Notification]]
 +
In this panel, you can search notification alerts by selecting notification type, to date and from date. You can see list of notification alerts between provided date ranges below when click on Search button. You can also edit notification by clicking it.
  
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*'''Employee:'''
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== Notification Types ==
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  *'''Forget Password Verification Notification'''
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[[File:NotificationTypes ESS S001.jpg |200px|thumb|right|Notification]]
 +
There are several types of notifications. Some are as follows:
  
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*'''Employee Leave:'''
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*'''Custom Date Notification''': You can create custom notification other than the below defined types.
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  *'''Apply Leave Notification'''  
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*'''Forget Password Verification Notification'''
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  *'''Approve Leave Notification'''
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*'''Apply Leave Notification'''  
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*'''Approve Leave Notification'''
 +
*'''Cancel Leave Notification'''
 +
*'''Assign Authority Leave Notification'''
 +
*'''Cancel Leave Notification'''
 +
*'''Forward Leave Notification'''
 +
*'''Reject Leave Notification'''
 +
*'''Revoke Leave Notification'''
 +
*'''Separation Notification'''
 +
*'''Create Ticket Notification'''
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*'''Additional Job Expiry Date Notification'''
 +
*'''Company Document Expiry Notification'''
 +
*'''Driving License Expiry Date Notification'''
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*'''Employee Document Expiry Date Notification'''
 +
*'''Iqama Expiry Date Notification'''
 +
*'''Passport Expiry Date Notification'''
 +
*'''Retirement/Contract-End Date Notification'''
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*'''Work Permit Expiry Date Notification'''
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*'''Work Visa Expiry Date Notification'''
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*'''Late Attendance Notification'''
  
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*'''Employee Separation:'''
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==Calendar==
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  *'''Separation Notification'''
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[[File:Calendar ESS S001.jpg |200px|thumb|right|Notification]]
 +
In this panel, you can create notification alert by clicking on calendar date or Create/Edit button. When clicked, a popup window will appear having three sections:
  
 +
* Define Alert
 +
* Define Recipients and notifications
 +
* Specific Criteria
  
 +
==Define Alert==
 +
[[File:DefineAlerts ESS S001.jpg |200px|thumb|right|Notification]]
 +
In this section, you can create an alert by selecting notification type (as discussed above), Date on which notification will appear and specify notification name.
  
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*'''Assign Authority Leave Notification''': .
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==Define Recipients and notifications==
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*'''Separation Notification''': .
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[[File:DefineRecipientsAndNotifications ESS S001.jpg  |200px|thumb|right|Notification]]
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*'''Iqama Expiry Date Notification''': It is used to alert about Iqama Expiry Date on your selected Calendar Date.
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In this section, you can add a notification by clicking on "Add a notification" link and specify its recipient as employee or specific criteria, supervisory workflow, its levels, notification (Email, SMS, HCM, ESS), reminder days, visibility days, message text and subject text.
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*'''Passport Expiry Date Notification''': It is used to alert about Passport Expiry Date on your selected Calendar Date.
 
  
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='''Employee Information'''=
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==Specific Criteria==
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Employee Information window is the place where you can easily create and/or manage your employees.
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[[File:SpecificCriteria ESS S001.jpg |200px|thumb|right|Notification]]
 +
In this section, you can add members who can see that notification
  
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==Employee Information Panel==
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You can also select the following parameters:
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[[File:Empinfo_query_panel.PNG|200px|thumb|right|Employee information]]
 
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In this panel you can quickly look up existing employees of your organization.
 
  
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*'''Select Employee:''' A dropdown where you can select existing employees.
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*'''Geo. Location''': Geographical location of company.
 +
*'''Org. Location''': Departments with selected company.
 +
*'''Grade''': Grade of employee. You can select multiple grades
 +
*'''Employee Type''': It is multi-selected as contractual and cooperative.
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*'''Category''': Employee category as normal employee, Graduate, Chief Executive Officer, etc. You can select multiple.
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*'''Status''': It is selected as resigned, continue, Probation, etc employee. You can select multiple.
  
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==Employee Information Tab==
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==Example==
  
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===Employee Detail===
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For example if you want to create the Alert Notification for Passport Expiry. You will perform the following steps:
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You can insert basic employee information in this tab.
 
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[[File:EMPLOYEE_INFO_DETAIL.PNG|200px|thumb|right|Employee Detail Panel]]
 
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*'''Employee Id''': You have the choice to generate employee Id automatically and/or you can also type it yourself based on '''EMPLOYEE_ID_AUTO_NUMBER''' flag in [[System Default]] screen. If that flag is set to '''Y''', system will generate employee ID automatically.
 
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*'''Title''': [[Title]] of the employee such as Mr., Ms., Dr., and etc.
 
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*'''First Name''': Required
 
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*'''Middle Name'''
 
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*'''Last Name'''
 
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*'''Family Name'''
 
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*'''Full Name''': A read-only field which shows employee full name as you type in First, Middle, and Last name.
 
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*'''Gender''': Gender of the employee such as Male or Female (required).
 
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*'''Nationality''': Nationality of Employee defined in [[Country, Provinces and Cities]].
 
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*'''Marital Status''': Select marital status from this dropdown defined in [[Marital Status]] screen.
 
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*'''Religion''': Select one of the religions defined in [[Religion]].
 
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*'''Place Of Birth''': Select city of birth of your employee defined in [[Country, Provinces and Cities]].
 
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*'''Date of Birth'''
 
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*'''Mobile #1''': Employee's primary mobile number.
 
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*'''File/Hafeezah No.'''
 
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*'''NIC.''': Employee National ID card number.
 
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*'''NIC Place Of Issue''': City where employee's NIC card was issued.
 
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*'''NIC Issue Date''': Issue date of NIC card written on the card.
 
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*'''NIC Expiry Date'''
 
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*'''Bank''': [[Bank and Branches]]
 
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*'''Branch''': Shows all the branches defined against a particular bank in [[Bank and Branches]] screen.
 
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*'''Bank Account No.''': Account number of employee in the above selected bank and branch.
 
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*'''Hiring Date'''
 
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*'''Date of Joining''': Date of joining could or could not be same as Hiring date. Select this appropriately.
 
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*'''Blood Group''': Select employee blood, maybe useful in case of emergency.
 
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*'''Active Directory User''': Based on the flag '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' value set in [[System Default]], system will enable/disable this field. If it is set to '''Y''', system will disable this field and generate AD user on its own.
 
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*'''Email''': If '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' flag in [[System Default]] is set to Y, system will generate Email id on its own with domain name '''EMAIL_DOMAIN''' specified in [[System Default]] screen.
 
  
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===Organizational Details===
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* Select the Notification Type as "Passport Expiry Date Notification".
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[[File:EMPLOYEE_JOB.PNG|200px|thumb|right|Employee Organizational Details]]
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* Define the Notification by click on "Create / Edit" button from Notification Calendar screen that is beside the Notification Type drop down menu
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*'''Job No.''': Select one of the jobs you created earlier in [[Job Information]] screen.
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* After click on Create / Edit button the "Alert" popup window will be opened.
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*'''Position''': Shows the position you associated with the job in [[Job Information]] screen.
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* Select the Recipient "Employee", Notification (Email/ESS/HCM/SMS) what you want to set, Reminder days, Visibility days and Message Text.
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*'''Category''': Category of the employee you linked with the job in [[Job Information]] screen.
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* If you want to show the Passport Expiry alerts to HR users then set the "Specific Criteria" from Recipient drop down menu and select the Specific Job that you want to show the same alert to HR Employee.
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*'''Employment Type''': Shows the Employment Type you chose for the job in [[Job Information]] screen.
 
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*'''Basic Salary''': Basic salary defined against any particular job in [[Job Information]] screen.
 
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*'''Org. Location''': Job needs to be in a department such as Networking, Development, Sales, HR and etc. You define job department in [[Job Information]] screen.
 
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*'''Geo Location''': It is the geographical location of the job, it could be anywhere from country to state to city to street.
 
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===Employee Type===
 
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[[File:Employee_type.PNG|200px|thumb|right|Employee Type]]
 
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*'''Employee Type:''' Select one of the type of Employees you created in [[Employee Type]] screen.
 
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*'''Grade:''' [[Grade]]s have paramount importance in SmartHCM, because most of the payroll and HR settings depend on them.
 
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*'''Employee Status:''' Choose one of the statuses you created in [[Employee Status]] screen.
 
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*'''Status Date:''' System automatically sets status date to your system clock when you take action such as create a new employee and/or change existing employee/s status.
 
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*'''Shift:''' Select a suitable shift for your employee you created in [[Shift]] screen.
 
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*'''Confirm. Date:''' The date on which you change employee status from '''Probation''' to '''Continue'''.
 
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*'''Retirement Date:''' Good moments always come to end. Select when he/she is going to retire.
 
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*'''Start Basic Salary:''' Starting salary of your employee on the date of joining.
 
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*'''Basic Salary'''
 
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*'''Gross Pay:''' Inclusive of incentives such as housing, transportation, medical and others.
 
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===Employee Name Translation===
 
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[[File:Employee_name_tran.PNG|200px|thumb|right|Employee Name Translation]]
 
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In this panel you can add employee name in secondary language.
 
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*'''Language:''' Select language in which you want to translate your name.
 
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*'''First Name'''
 
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*'''Middle Name'''
 
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*'''Last Name'''
 
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*'''Family Name'''
 
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*'''Full Name:''' Shows complete name as you type in First, middle, last and family name fields.
 
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===LOC LONG CODE Issue===
 
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In some cases, employee and / or organizations LOC LONG CODES are not updated / correct, following database script will fix this issue
 
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BEGIN set_loc_long_code_loc; END;
 
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BEGIN set_loc_long_code_emp; END;
 
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COMMIT;
 

Latest revision as of 10:39, 17 April 2017

Introduction

In this section you can set notification alerts according to calendar date.

There are two panels in this screen

  • Search Alerts
  • Calendar

Search Alerts

Notification

In this panel, you can search notification alerts by selecting notification type, to date and from date. You can see list of notification alerts between provided date ranges below when click on Search button. You can also edit notification by clicking it.

Notification Types

Notification

There are several types of notifications. Some are as follows:

  • Custom Date Notification: You can create custom notification other than the below defined types.
  • Forget Password Verification Notification
  • Apply Leave Notification
  • Approve Leave Notification
  • Cancel Leave Notification
  • Assign Authority Leave Notification
  • Cancel Leave Notification
  • Forward Leave Notification
  • Reject Leave Notification
  • Revoke Leave Notification
  • Separation Notification
  • Create Ticket Notification
  • Additional Job Expiry Date Notification
  • Company Document Expiry Notification
  • Driving License Expiry Date Notification
  • Employee Document Expiry Date Notification
  • Iqama Expiry Date Notification
  • Passport Expiry Date Notification
  • Retirement/Contract-End Date Notification
  • Work Permit Expiry Date Notification
  • Work Visa Expiry Date Notification
  • Late Attendance Notification

Calendar

Notification

In this panel, you can create notification alert by clicking on calendar date or Create/Edit button. When clicked, a popup window will appear having three sections:

  • Define Alert
  • Define Recipients and notifications
  • Specific Criteria

Define Alert

Notification

In this section, you can create an alert by selecting notification type (as discussed above), Date on which notification will appear and specify notification name.

Define Recipients and notifications

Notification

In this section, you can add a notification by clicking on "Add a notification" link and specify its recipient as employee or specific criteria, supervisory workflow, its levels, notification (Email, SMS, HCM, ESS), reminder days, visibility days, message text and subject text.

Specific Criteria

Notification

In this section, you can add members who can see that notification

You can also select the following parameters:

  • Geo. Location: Geographical location of company.
  • Org. Location: Departments with selected company.
  • Grade: Grade of employee. You can select multiple grades
  • Employee Type: It is multi-selected as contractual and cooperative.
  • Category: Employee category as normal employee, Graduate, Chief Executive Officer, etc. You can select multiple.
  • Status: It is selected as resigned, continue, Probation, etc employee. You can select multiple.

Example

For example if you want to create the Alert Notification for Passport Expiry. You will perform the following steps:

  • Select the Notification Type as "Passport Expiry Date Notification".
  • Define the Notification by click on "Create / Edit" button from Notification Calendar screen that is beside the Notification Type drop down menu
  • After click on Create / Edit button the "Alert" popup window will be opened.
  • Select the Recipient "Employee", Notification (Email/ESS/HCM/SMS) what you want to set, Reminder days, Visibility days and Message Text.
  • If you want to show the Passport Expiry alerts to HR users then set the "Specific Criteria" from Recipient drop down menu and select the Specific Job that you want to show the same alert to HR Employee.
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