Notifications

• 

• Supervisor

Create and manage notifications that alert users of schedule and time-off changes.

Related documentation:

• How Workforce Management works

In the Configuration module, select Notifications to create, edit, delete, and copy emails by site for the four types of notifications listed below. The notification types that you create are listed in the Notifications pane, along with its corresponding subject. You can create the same notification types for many different sites and business units, depending on your requirements.

• Schedule Modifications
• Schedule Trade Status Changes
• Time-Off Bidding
• Time-Off Requests Status Changes

Security permissions

You must have certain security permissions assigned in WFM Web to configure notifications. See User Security in the Workforce Management Administrator's Guide for a description of WFM security roles and associated privileges, and Creating Roles in this Help.

Notifications default setting

It's WFM Daemon's (a WFM server component) role to send out notifications to agents and supervisors, but it does not generate notifications by default.

To generate notifications you must first create them, then select at least one site in the Associated Sites tab, to which the notifications will be sent and then save. Once you have done so, notifications of the selected types are sent.

For more information on this server component, see Workforce Management Administrator's Guide.

Managing notifications

After creating notifications, you might need to edit, delete, or copy them from time to time, or you might want to add or remove certain associated sites. The following procedures describe how to perform these tasks.

Creating notifications

To create notifications of schedule modifications:

1. In the Configuration module, select Notifications.
2. In the Objects tree, select a business unit.
3. In the Notifications pane, click New.

   The Properties tab opens by default.

4. From the Type drop-down list, select one of four notification types:
   • Schedule Modifications
   • Schedule Trade Status Changes
   • Time-Off Bidding
   • Time-Off Request Status Changes
5. At this step, choose one of two options:
   • Use the prepopulated text in the Subject and Message fields, adding any additional token variables, as required.
   • Enter new text in the Subject and Messages fields, adding token variables, as required.
6. Click Save.

You can now associate sites with this notification.

Editing notifications

Tip

You cannot change the notification type when modifying notifications.

To modify the message subject or body text:

1. Delete/type over text.
2. Place the cursor where you wish to insert a token.
3. Click the appropriate token button. The token gets inserted.
4. Click Save on the toolbar.

   If you switch to another notification type without saving, a message asks if you wish to save or cancel.

Deleting notifications

To delete a notification:

1. In the Notifications pane, choose the notification you want to delete.
2. Click Delete.
3. In the Confirmation dialog, click Yes to delete the notification or No to cancel the action.

Copying notifications

To copy an existing notification to a different business unit:

1. In the Notifications pane, choose the notification you want to copy.
2. Click Copy.
3. When the Copy Notification pane opens, select a business unit and then, click Apply.

   The notification is now copied and associated with the business unit you selected.