Notification Settings

Use notification settings to configure notification settings for workflows in Lanteria HR. You can toggle each notification on and off, configure notification recipients, as well as set up header and footer.

To configure notification settings

1. Go to Settings > Settings and Configuration > General > Notifications and Reminders.
2. On the Basic tab, click Edit next to Notification Settings.
3. The Notification Workflow Settings list will open in the spreadsheet mode.
   
4. Fill in or edit the necessary information in columns:
   • WF Name - name of the SharePoint workflow that is used to send notifications.
   • Is Active - select Yes to activate the notification or No if you do not need it.
     One workflow can include several notifications. The following workflows are available for selection in the WF Name field.  

     Workflow	Notifications	Explanation
     WF_CancelBusinessTrip	Request to cancel business trip record	When an employee clicks Request Cancellation for a past business trip record, the notification will be sent to HR with a copy to employee and manager.
     WF_CancelHoliday	Request to cancel holiday record	When an employee clicks Request Cancellation for a past vacation record, the notification will be sent to HR with a copy to employee and manager.
     	Holiday request cancelled	Sent to manager and employee, when the vacation record has been cancelled as per employee request.
     WF_CancelSickness	Request to cancel sickness record	When an employee clicks Request Cancellation for a past sickness record, the notification will be sent to HR with a copy to employee and manager or other user(s), according to the workflow configuration.
     	Sickness request cancelled	Sent to manager and employee or other user(s), according to the workflow configuration, when the sickness record has been cancelled as per employee request.
     WF_CancelTOILs	Request to cancel TOIL record	When an employee clicks Request Cancellation for a past TOIL record, the notification will be sent to HR with a copy to employee and manager or other user(s), according to the workflow configuration.
     	TOIL request cancelled	Sent to manager and employee or other user(s), according to the workflow configuration, when the TOIL record has been cancelled as per employee request.
     WF_Notification360Assessment	New 360 Assessment	Notification with a link to the 360 feedback form is sent to an employee request feedback for a colleague.
     	New 360 review: please suggest the assessors	Ssent to an employee whose performance is to be assessed during the 360 review to request such employee to suggest assessors for the review.
     	Please approve the 360 assessors for	Sent to a manager to approve the assessors suggested by an employee for the 360 review.
     	360 review: list of assessors for [%Current Item:Employee%] approved	Sent to HR after a list of 360 review assessors is approved.
     	Your request has been rejected	Sent to employee to request changes in the list of 360 review assessors.
     WF_NotificationActingPerson	You are requested to be an acting person	Sent to employee selected as an acting person by another employee when registering an absence request. Notification requests approval of the supposed acting person.
     	Your acting person request is approved	Sent to employee who requested another employee to be an acting person to inform about accepted request.
     	Your acting person request was rejected	Sent to employee who requested another employee to be an acting person to inform about rejected request.
     WF_NotificationApplicants	New applicant added	Sent to the manager of employee who requested a job opening to inform that a new applicant has applied for the job opening.
     	Applicant data changed	Sent to the manager of employee who requested a job opening to inform about changes to status or other data for one of the applicants.
     WF_NotificationApprovalRequest	New Approval Request Requires your action	Sent to a responsible person  to request approval once the approval request is generated. Sent to an approval initiator advising the request is approved / rejected or requires changes. Calendar appointment is sent to employee once absence request is approved and if appropriate option is enabled in Settings.
     WF_NotificationCareerGoal	New Career Goal Added	Sent to employee and manager with a copy to HR once a new career goal is created for an employee.
     	Career goal completed	Sent to employee and manager with a copy to HR once a career goal is completed.
     	Career Goal was changed	Sent to employee and manager with a copy to HR once a career goal is modified.
     WF_NotificationCarriedOverHoliday	New Holiday Carried Over record created	Sent to employee and manager with a copy to HR once a new paid leave carried over record is generated for an employee.
     	Holiday Carried Over record approved	Sent to employee and manager with a copy to HR once a new paid leave carried over record is approved.
     	Holiday Carried Over record rejected	Sent to employee and manager with a copy to HR once a paid leave carried over record is rejected.
     	Holiday Carried Over record changed	Sent to employee and manager with a copy to HR once a new paid leave carried over record is modified.
     WF_NotificationCertificate	Employee certificate added	Sent to employee after a new learning certificate is uploaded or generated.
     WF_NotificationDevelopmentNeed	Development need added	Sent to employee and manager when a development need is created for an employee.
     	Development need completed	Sent to employee and manager when a development need is completed for an employee.
     	Development need was changed	Sent to employee and manager when a development need is modified for an employee.
     WF_NotificationEducation	New education record was added	Sent to employee and manager with a copy to HR after a new employee education record (employee card, the Enhanced Details tab, Education) is added.
     	Education record was recently changed	Sent to employee and manager with a copy to HR after an employee education record is modified.
     WF_NotificationEmployee	New Employee joined your team	Sent to employee and manager with a copy to HR and Local HR once a new employee record is created or generated.
     	Employee data was changed	Sent to employee and manager with a copy to HR and Local HR once the employee record is modified.
     WF_NotificationEmployeeCompetency	Employee competency added	Sent to employee and manager as soon as a new competency is assigned to an employee.
     	Employee competency was changed	Sent to employee and manager as soon as the employee competency is modified.
     WF_NotificationEmployeeQualitativeObjectives	New performance objective	Sent to employee when a new qualitative objective is created for the employee.
     	Performance Objective completed	Sent to employee when the status of the qualitative objective is changed to Completed.
     	Performance Objective failed	Sent to employee when the status of the qualitative objective is changed to Failed.
     	Performance objective was changed	Sent to employee when the qualitative objective is modified.
     WF_NotificationEmployeeQuantitativeObjectives	Quantitative Objective created	Sent to employee when a new quantitative objective is created for the employee.
     	Quantitative Objective completed	Sent to employee when the status of the quantitative objective is changed to Completed.
     	Quantitative Objective failed	Sent to employee when the status of the quantitative objective is changed to Failed.
     	Quantitative Objective modified	Sent to employee when the quantitative objective is modified.
     WF_NotificationHRHelpDeskRequest	HR HelpDesk Request	Sent to HR group when a new HR HelpDesk request is created by an employee if a responsible person is not set up for the current request category.
     	HR HelpDesk Request assigned	Sent to a responsible HR person once a new HelpDesk request is assigned to him or her.
     	HR HelpDesk Request closed	Sent to the HR HelpDesk request initiator and responsible as soon as the request is closed. If there is no responsible, sent to initiator only.
     	HR HelpDesk Request in process	Sent to the request initiator once the request status is changed to Pending.
     	HR HelpDesk Request: new response	Sent to the request responsible once a new response (comment) is available for the request. If there is no responsible, sent to HR.
     	HR HelpDesk Request: new response	Sent to the request initiator once a new response (comment) is available for the request.
     WF_NotificationHRProcessActionsChecklistItem	Process action assigned	Sent to employee once a new HR process action is assigned to him or her.
     WF_NotificationHRprocessesChecklist	HR Process completed	Sent to manager once the HR process is completed for one of the manager's subordinates.
     WF_NotificationJobAssignment	New Job Assignment	Sent to employee and manager with a copy to HR once an employee is assigned to a job position.
     WF_NotificationJobOffers	New Job Offer created	Sent to manager who requested the job opening and HR after a new job offer is created.
     	Job Offer have been modified	Sent to manager who requested the job opening and HR after a job offer is modified.
     WF_NotificationKPI	New KPI Value	Sent to employee and manager with a copy to HR as soon as a new KPI is assigned to employee.
     WF_NotificationStarter	New Starter created	Sent to the org unit manager to inform that a starter has been created for his or her org unit.
     	Starter modified	Sent to the org unit manager to inform that the starter data has been modified.
     WF_NotificationTrainingRequest	New training request	Sent to employee to inform that his or her training request has been sent for manager's approval.
     	New training request	Sent to manager to inform  that a new training request requires approval.
     	New training request	Sent to HR to inform that a new training request has been created.
     	Training request changed	Sent to employee to inform that his or her training request has been modified.
     	Training request changed	Sent to HR to inform that a training request has been modified.
     	Training request changed	Sent to manager to inform  that one of subordinates' training requests has been modified.
     WF_NotificationCheckIn	Check-In completed	Sent to employee to inform about a completed check-in.

5. Another way of editing the notification properties is to either click on the notification name or select Edit Item from the list item menu.
   This will open the notification details form in the edit view where you can make all the modifications you need.
   By default, all the notifications are inactive and set up not to be sent to anyone.