Working With Updates
HR professionals or employees with access to the SuiteApp can receive notifications about the progress of an employee through any of the following:
Tracking Dashboard Reminders
You can set up reminders for incoming onboarding tasks by using the reminders portlet. You need to be assigned to a task for the reminders to appear on the portlet.
To set up reminders, see Updates Preferences. You can track the following reminders from the dashboard:
-
Onboarding Tasks
-
Offboarding Tasks
To update task statuses, see Updating the Status of Tasks.
Receiving Email Notifications
The SuiteApp sends email notifications to the following users defined on the plan:
-
Employee
-
Coordinator
-
Assignee
Email notifications sent to the employees and assignees are sent by using the email address of the coordinator. Coordinators must verify that they have an email address on their record, so that the SuiteApp can use it to send email notifications.
The SuiteApp sends an email notification after an employee updates and clicks Save on a plan.
The following table shows the events that trigger email notifications for each type of user.
|
Email Notification Trigger |
Employee on the Plan |
Assignee |
Coordinator |
|---|---|---|---|
|
New tasks were assigned to you |
X |
X |
– |
|
Tasks are no longer assigned to you because of any of the following:
|
X |
X |
- |
|
Due dates for your tasks were changed |
X |
X |
- |
|
Daily update of your tasks |
X |
X |
- |
|
Daily update of all tasks related to an employee change |
– |
- |
X |