Updates Preferences
Roles that use the SuiteApp can receive updates about their plans by using the Onboarding portlet, the Reminders portlet, or email notifications.
To set up the Onboarding portlet, see Setting Up the Onboarding Portlet.
To set up reminders, see Setting Up Reminders.
Click or drag to add the following reminders on your dashboard:
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Onboarding Tasks
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Offboarding Tasks
To ensure that email notifications work smoothly, see the following:
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Verify that any Coordinator you will assign to a plan have an email address on their employee record. The SuiteApp uses this address to send notifications to employees.
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If you want an employee to receive notifications, ensure that they have an existing employee record. Otherwise, they cannot receive updates about their assigned tasks or any plans created for them. If you must create their plan before their record, remember to update the plan to link it to the record.
Email Summary
The SuiteApp includes a script that sends an email summary of current tasks, assignees and coordinators. You can modify the script’s schedule to adhere to your organization’s email policies.
To modify the email summary script:
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Go to Customization > Scripting > Script Deployments.
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Under the Script column, locate OC Send Daily Summary SS. Click Edit.
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On the Status field, select Scheduled.
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Make the appropriate changes under the Schedule subtab. For more information, see Scheduled Script Deployment Record.
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Click Save.
To learn how to use the SuiteApp for your specific business need, see Getting Started With Onboarding and Offboarding Plans.