Configure Employee Notification for Anytime Pay for the US

You can configure Anytime Pay to notify employees when their pay advance request has been processed.

There are two options for notifying users.

• Issue an alert attached to the Generate Payslip task

  You can use the predefined alert template provided with the Generate Payslip task, or you can configure one of your own.

• Add a manual task to a custom Anytime Pay flow that sends notifications

  This option uses an alert template you configure.

How Do I Use the Predefined Alert Template

If you have enabled notifications, the Pay Advance flow triggers the alert once it issues the EFT request to the bank. The employee receives the message as an email and alert.

The predefined message says:

A payment for <Net Pay><Currency code> has been processed successfully and the money will be deposited to your bank account within the next 24 hours. Your payslip is now available to view. Contact your Payroll Specialist with any questions.

To send notifications using the predefined alert template:

1. From the Navigator, click Tools and then Alerts Composer.

2. Search for and select Pay Advance Flow Completion.

3. Enable the Flow Notification Template for Pay Advance processed request template.

4. Click Save and Close.

How Do I Configure My Own Alert Template

If the default message doesn't meet your business needs, you can define your own.

1. From the Navigator, click Tools and then Alerts Composer.

2. Search for and select Pay Advance Flow Completion.

3. Disable the default message.

4. Click Add Template.

5. Give your template a meaningful name, select the default language, and enable it.

6. Click Edit, and select Manage Recipients and Message.

   This opens the template editor.

7. Click Add Recipient, and add a mail expression for the intended recipients of this alert.

   Refer to the expression on the default template if you need help.

8. In Message, enter a subject and the message text.

   You can use these tokens in your alert messages.

   • Employee's first name: ${FirstName}

   • Employee's last name: ${LastName}

   • Requested amount: ${RequestedAmount}

   • Net pay: ${NetPay}

   • Currency code: ${CurrencyCode}

9. Click Apply.

10. Click Save and Close.

How Do I Add a Manual Task to My Flow

If you have defined your own Anytime Pay flow, you can include a manual notification task within it.

Note: During payroll processing, once this manual task is marked as Complete, this task and all previous tasks in the flow are locked. They can't be rollbacked. The defined email notifications are sent and can't be recalled.

To define a manual notification:

1. Create a copy of the predefined pay advance flow.

   For further info, see Configure the Anytime Pay Flow for the US in the Help Center.

2. Open your flow for editing.

3. Locate the Generate Payslip task in your flow.

4. After Generate Payslip, add the Evaluate Employee Notifications for Payroll task.

   This task uses the predefined Default Alert Code for Manual Task alert code.

5. Create an alert template for the Default Alert Code.

   1. From the Navigator, click Tools and then Alerts Composer.

   2. Search for and select Default Alert Code for Manual Task.

   3. Click Add Template.

   4. Give your template a meaningful name, select the default language, and enable it.

   5. Click Edit, and select Manage Recipients and Message.

      This opens the template editor.

   6. Click Add Recipient, and add a mail expression for the intended recipients of this alert.

      Refer to the expression on the predefined Pay Advance Completion Flow template if you need help.

   7. In Message, enter a subject and the message text.

      You can use these tokens in your message.

      • Employee's first name: ${FirstName}

      • Employee's last name: ${LastName}

      • Requested amount: ${RequestedAmount}

      • Net pay: ${NetPay}

      • Currency code: ${CurrencyCode}

   8. Click Apply.

   9. Click Save and Close.