Configuring Email Notifications for Business Objectives

This topic provides an overview of email notification configuration and discusses how to configure email notifications for business objectives.

Page Name

Definition Name

Usage

ePerformance Installation - Objective Pages Page

EP_INSTALL_OBJ

Configure system settings and email notification setup for Business Objectives.

Before you create the objective pages from the templates, you need to define the email notifications that will be sent when various steps in the business process are triggered. To enable this functionality, you need to configure email notification options on the Objective Pages page. On this page the system lists the email notification options that a user can select to enable certain functionality. The system selects all notification options as the default.

Note: Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of all notifications in one central location.

Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

Notifications delivered with HCM Image 47 or later must use Notification Composer.

For more information about Notification Composer Framework, see Understanding Notification Composer.

Use the ePerformance Installation - Objective Pages page (EP_INSTALL_OBJ) to configure system settings and email notification setup for Business Objectives.

Navigation:

Set Up HCM > Install > Product Specific > ePerformance Installation > Objective Pages

This example illustrates the fields and controls on the ePerformance Installation - Objective Pages page.

ePerformance Installation - Objective Pages page

Field or Control

Description

Last Page ID

Enter the number from which the system should begin generating page IDs. The system automatically generates the page ID by adding 1 to the Last Page ID.

Warning! Entering a value that is lower than the value that appears can cause unpredictable results.

Last Objective Item ID

Enter the number from which the system should begin generating objective item IDs. The system automatically generates the objective item ID by adding 1 to the Last Objective Item ID.

Warning! Entering a value that is lower than the value that appears can cause unpredictable results.

Configure e-Mail Notifications

Field or Control

Description

Notify owner when page is created

Select to send notifications to business objective owners when business objective pages (or documents) are created with assigned owners.

Notify new owner when page has been transferred

Select to send notifications to new owners to whom business objective pages (or documents) have been transferred.

Notify old owner when page has been transferred

Select to send notifications to old owners from whom business objective pages (or documents) have been transferred.

Notify administrator when page is submitted for publication

Select to send notifications to administrators when business objective pages (or documents) are ready and waiting for them to publish.

Notify page owners when page has been published

Select to send notifications to owners when their business objective pages (or documents) have been published. Typically these individuals will need to update their pages and link their objectives to the pages above them that have already been published.

One notification per publication process

Select to bundle the requests and send only one notification to each recipient, even if there are multiple pages (or documents) in the process for which they could be notified.

Notify direct/indirect reports when page has been published

Select to send notifications to employees when business objective pages (or documents) have been published. These employees are direct and indirect reports who have access to the published pages. Typically these individuals will need to update their ePerformance documents and link their objectives to the objective pages above them that have already been published.

One notification per publication process

Select to bundle the requests and send only one notification to each recipient, even if there are multiple pages in the process for which they could be notified.

Notify only on first publication

Select to send notifications to recipients only on the first publication of the business objective pages (or documents).

Notify Employee when Objective Item is cascaded to their document

Select to send notifications to employees when objective items have been cascaded down to their performance documents.

Notify Manager when Objective Item is cascaded to their document

Select to send notifications to managers when objective items have been cascaded down to the performance documents of their employees.

Fluid Settings

These settings are applicable to Fluid Business Objectives only.

Field or Control

Description

Allow Managers or Alternate Editors to create documents

Select to provide managers or alternate editors the ability to add new business objective documents for employees. If selected, the Create Document link becomes available on the Business Objectives Page.

Allow Alternate Editor to select page owner

Select to allow alternate editors to specify the owners when creating business objectives documents on the New Business Objective Document Page.

Allow Managers or Alternate Editors to publish documents

Select to allow managers or alternate editors to publish business objective documents.

See Business Objectives Document Page.

Notify Administrator when a document is published

Select to send notifications to administrators when business objective documents are published by managers.

This option becomes editable when the Allow Managers or Alternate Editors to publish documents option is selected.

Allow Managers or Alternate Editors to cascade items

Select to allow managers or alternate editors to cascade objective items from business objective documents to performance documents.

Managers can cascade items at the document section level on the Cascade Items Page.

Notify Administrator when items are cascaded

Select to send notifications to administrators when objective items are cascaded to performance documents by managers.

This option becomes editable when the Allow Managers or Alternate Editors to cascade items option is selected.