Setting Up and Using HR Notifications

HR Notification Installation Page

HCSC_NOTIF_INSTALL

Enable the HR Notification feature and specify user roles for sending announcements or publishing alert notifications.

Specify Recipient Type Information Page

HCSC_RCPNT_SETUP

Enter general information about the recipient type.

Setup Security Page

HCSC_RCPNT_SECURIT

(Optional) Specify roles of users who can compose and send notifications to this recipient type.

Select Recipient Population Method Page

HCSC_RCPNT_SOURCE

Define the recipient list population method.

Select Prompt Record Page

HCSC_RCPNT_RECPRMT

Specify the record and field to be queried in the recipient lookup to fetch relevant recipients for this recipient type.

Select Prompt Search Fields Page

HCSC_RCPNT_FLDPRMT

Specify search fields to be used in the recipient lookup.

Select Recipient Population Method - Confirmation Page

HCSC_RCPNT_CONFIRM

Review recipient type settings prior to submission.

Selection Criteria Page

HCSC_RCPNT_SEC

View all the recipient groups or recipients for the created or existing recipient type.

Recipient Details Page

HCSC_RCPNT_LST_SEC

View the recipients for the selected rows from the search results.

Configure HR Embedded Link Page

HCSC_LINK_SETUP

Set up links that can be included in notifications.

Assign HR Embedded Links Page

HCSC_LINK_ASSIGN

Associate embedded links to application components.

Define Notification Category Page

HCSC_CAT_SETUP

Identify categories of notifications.

Map HR Notification Category Page (for Fluid)

HCSC_CAT_COMP_TBL

(Fluid) Associate notification categories to fluid components that use fluid HR Notification.

Configure Email Template Page

HCSC_NOTIF_TMPL

Configure PeopleTools Generic Template for use in HR Notifications.

Template Variables Page (or Notification Variables Page)

HCSC_GEN_TMPL_VAR

Identify the variable values for the message text.

HR Notification Page

HCSC_NOTIF_ADHOC

Compose and send notifications.

Advanced Options Page

HCSC_NOTIF_ADV_OPT

Specify options for future or recurring notifications or announcements.

Notification Category Details Page

HCSC_CAT_NOTNC_SEC

View the selected notification category details, preference settings, and defined notification types.

HR Announcement Page

HCSC_NOTIF_ADHOC

Compose and send announcements.

(Fluid) HR Notification Page or Notify Employee (from the My Team pages)

HCSC_NOTIF_ADH_FLU

Compose and send notifications using the fluid pages.

Notification Log Summary Page

HCSC_NOTIF_LOG_SUM

View the content of notification logs.

Notification Log Details Page

HCSC_NOTIF_LOG_DTL

View the status of each email logged, along with comments indicating why it failed.

Process Notifications Page

HCSC_NOTIF_RC

Run the HCSC_NOTIFY AE program to process pending and recurring notifications.

Data Type

Specify if the recipient type is customer data, sample data, or system data.

Role Name

Enter the user role to limit the rights to send notifications to this recipient type only to users with that user role.

If no roles are selected, all users are able send notifications to this recipient type.

User List Source

Select the method used to resolve the list of intended recipients for the recipient type. Options are:

• All Users

  Notifications are sent to all users in the HCM system.

• Role Based

  Use this option to create recipient types that are groups of people with the same role, for example, Payroll Administrator.

• SQL Definition

  This option is useful for advanced implementers who want to populate their recipient lists through Application Designer SQL.

  The SQL output should be single column output, which returns valid EMPLIDs.

• Query Based

  This option is an alternative of SQL Definition, if Application Designer access is not available.

  The QUERY output should be single column output, which returns valid EMPLIDs.

  Note: If the User List Source is Query Based or SQL Definition type and the query do not require any user inputs to resolve the steps, then the steps of Select Prompt Record and Select Prompt Search Fields are skipped and directly navigated to the Confirmation step in the Notification Recipient Setup.

  When adding a new recipient type that does not require a prompt, then the setup activity guide will skip those steps related to prompt records.

• App Class

  This option is the most flexible way to define and implement recipient population.

  The App Class method should return an array of string with valid EMPLIDs.

Before sending notification/announcement, the AE program resolves (using the selected method) recipient types to get a list of intended recipients with their email IDs and User IDs.

View Recipient List list

Select to view the recipient list for a particular Recipient type. The selection criteria and recipient details can be viewed in the Selection Criteria window.

Link Type

Select the type of the embedded link you are creating. Options are:

• Menu Item

• URL

URL

Enter the URL.

This field appears if the selected link type is URL.

Select Menu Item link

Click this link to select a content reference from the tree structure on the Select a content reference page (HCSC_CRFURL_SELECT) for the menu item.

Once selected, the system populates the Portal Name, Portal Object Name, and Portal Name fields with values pertaining to the selected content reference.

Link Name

Select the embedded link to be associated with the specified component.

Notification Category

Enter a notification category name.

Object Owner ID

Select the PeopleSoft application to which this category belongs.

Notification Event ID

This field is available only when the Notification Composer is enabled in HCM options. To enable, see the Notification Composer section in the HCM Options Page.

This ID is defined while creating a new notification. For more information, see the Add New Notification Page topic.

When you assign a notification event ID to a category, the user cannot select the delivery method, since these values are predefined in the notification event ID.

Role Name

Specify roles that will have access to this category.

If no roles are added, all users are able to access this category.

Component Name

Enter the fluid component.

Object Owner ID

Select the PeopleSoft application to which this category belongs.

Notification Category

Enter a notification category name.

Subject

Displays the subject of the PeopleTools Generic Template.

Message Text

Displays the message text of the PeopleTools Generic Template.

View Template Variables link

Select to view the description of the bind values used in the Subject/Message Text. This link will be available only if Subject/Message Text has bind values.

For more information, refer to PeopleSoft: Workflow Technology: "Using Notification Templates," Defining Generic Templates.

Process Monitor link

Select to access the Process List page to view the current status of the AE Program for Sending Notifications (HCSC_NOTIFY AE program).

Save (icon link)

Select to save the entered values.

Send (icon link)

Select to send the notification. This triggers the Notification process and send message to the recipients.

If the notification has a future posting date, it is saved and will be sent on the posting date.

Add Links (icon link)

Select to access the Look Up Link Name page (HCSC_NOTIF_LIN_SEC) and select an embedded link to add to the notification.

Add Attachments (icon link)

Select to access the Find Attachment page and upload a file attachment to the notification.

Delete (icon link)

Select to remove the notification from the HCM system. If you are drafting the notification, select this button to clear all of its content.

Advanced Options (icon link)

Select to access the Advanced Options Page to specify options for future or recurring notifications.

When the deliver method is Email, the Advanced Options page will contain logging options.

Description Field

Describe the notification message.

Notification Category

This field is available when the delivery method includes In-App.

Select a category type for this notification. Categories are defined on the Define Notification Category Page.

View Category Details link

This link is available when the notification category is associated with a notification event ID.

Select to access the Notification Category Details Page to view details about the notification category.

Delivery Method

This field is not available when the selected notification category is associated with a notification event ID, since this value is predefined in the Notification Event ID.

Select the type of notification to be delivered to intended recipients. Options are:

• Email: This option will email messages to recipients’ mailboxes.

• Email and In-App: This option will post an alert to the Alerts page of the Notification window accessible from the PeopleSoft Fluid User Interface header, and send an email message to the recipient.

• In-App: This option will post an alert to the Alerts page of the Notification window accessible from the PeopleSoft Fluid User Interface header.

Email Template ID

This field is available when the delivery method is Email.

Search and enter the email template ID.

Priority

This field is available when the notification category is not associated with a notification event ID, since this value is predefined in the Notification Event ID.

Specify the priority for sending an email.

This field is available when the delivery method includes a Notification or Email.

Sender

This field is available when the delivery method is Email and when the notification category is not associated with a notification event ID, since those values are predefined in the Notification Event ID.

Specify the sender and email address.

To, CC, and BCC

Select recipients for the notification using the Recipient lookup icon.

On the Recipient Lookup page, select a recipient type and enter search criteria in the respective search fields

The user can see and select the recipient types to which he or she is given access when drafting notifications.

See also Setup Security Page.

View Recipient List link

Select this link to access the Recipient Details Page to preview the resolved recipient list in the notification.

Subject

Enter the subject of the notification. The Alerts page will display the subject line on the Notification window of fluid.

Message

Enter the content of the notification in the rich text editor. For notifications accessible through the fluid Notification window, users will select the notification to access the Notifications page (HCSC_ANN_DTL_FLU) that will display this detailed message.

Process Monitor (link)

Select to access the Process List page to view the current status of the AE Program for Sending Notifications (HCSC_NOTIFY AE program).

Save (icon button)

Select to save the entered values.

Send (icon button)

Select to send the announcement. This triggers the announcement process and send message to the recipients.

If the announcement has a future posting date, it is saved and will be sent on the posting date.

Add Links (icon button)

Select to access the Look Up Link Name page (HCSC_NOTIF_LIN_SEC) and select an embedded link to add to the announcement.

Add Attachments (icon button)

Select to access the Find Attachment page and upload a file attachment to the announcement.

Delete (icon button)

Select to remove the announcement from the HCM system. If you are drafting the announcement, select this icon link to clear all of its content.

Advanced Options (icon button)

Select to access the Advanced Options Page to specify options for future or recurring announcements.

Description

Describe the announcement message.

To

Select recipients for the announcement using the Recipient lookup icon.

On the Recipient Lookup page, select a recipient type and enter search criteria in respective search fields

The user can see and select the recipient types to which he or she is given access when drafting announcements.

See also Setup Security Page.

View Recipient List

Select this link to access the Recipient Details Page to preview the resolved recipient list.

Subject

Enter the subject of the announcement. The Alerts page will display the subject line on the Announcement pagelet of fluid.

Message

Enter the content of the announcement in the rich text editor. For announcements accessible through the fluid Announcement pagelet, users will select the alert to access Announcements page (HCSC_ANN_DTL_FLU) that will display this detailed message.

In-App

This field is not available if the notification category is associated with an notification event ID.

Select this option to post an alert to the Alerts page of the Notification window accessible from the PeopleSoft Fluid User Interface header.

Email

This field is not available if the notification category is associated with an notification event ID.

Select this option to email messages to recipients’ mailboxes. When you select this option the CC/BCC field becomes available.

CC/BCC (carbon copy/blind carbon copy)

This check box is available when you select Email as a delivery method.

Select this option to show the CC and BCC fields to copy other individuals on the email notification.

To, CC, or BCC

Select recipients for the notification using the Recipient lookup icon.

On the Recipient Lookup page, select a recipient type and enter search criteria in respective search fields.

The user can see and select the recipient types to which he or she is given access when drafting notifications.

See also Setup Security Page.

Subject

Enter the subject of the notification. The Alerts page will display the subject line on the Notification window of fluid.

Message

Enter the content of the notification in the rich text editor. For notifications accessible through the fluid Notification window, users will select the alert to access Announcements page (HCSC_ANN_DTL_FLU) that will display this detailed message.

Add Attachment button

Select to access the File Attachment page and upload a file attachment to the notification.

Send button

Select to send the notification. This triggers the process to send notification message and send messages to the Notification window using the PT Notifications API.

View Details

Select this link to access the Notification Log Details Page to view the notification log details.