Notify Owners and Assignees about Talent Review Meeting Tasks

As an administrator, you can configure alerts to send individual or aggregated notifications to managers and HR specialists when they're assigned a new task for a Talent Review meeting or made the task owner.

Note that for existing tasks, when an HR specialist or a reviewer adds a person as an owner or an assignee, notifications are sent only if the task isn't complete. Also remember that if an employee is both an owner and an assignee for a task, the employee gets 2 notifications.

Send Individual Task Notifications to New Task Owners and Assignees

Your organization might want to notify employees every time the employee is assigned a task or made an owner. Here's how you configure this:

1. Search for and open the Talent Review Tasks Alert template in Alerts Composer.

2. Ensure that it's enabled.

3. Enable these alert templates:

   • Notification for New Task Owner

   • Notification for New Task Assignee

4. Click Save and Close.

Send Aggregated Notification of Tasks to Owners and Assignees

Your organization might not want to send a notification to employees every time they're added as an owner or assignee to a task associated with a Talent Review meeting. In this case, do these steps:

1. Configure alerts to send an aggregated notification of tasks for a meeting.

2. Run the Send Notification for Talent Review Tasks process.

   Note: To run the Send Notification for Talent Review Tasks process, you need to have the Run Global HR Processes (PER_RUN_HR_PROCESSES_PRIV) function security privilege.

To configure alerts to send an aggregated notification of tasks for a meeting, do these steps:

1. Go to Tools > Alerts Composer.

2. Search for and select the Talent Review Tasks Alert template.

3. Ensure that it's enabled.

4. To send an aggregated notification to task owners:

   1. Disable the Notification for New Task Owner template.

   2. Enable the Notification of Aggregated Tasks for Owner template.

5. To send an aggregated notification to task assignees:

   1. Disable the Notification for New Task Assignee template.

   2. Enable the Notification of Aggregated Tasks for Assignee template.

6. Click Save and Close.

After you configure the alerts template, you need to run the Send Notification for Talent Review Tasks process regularly to let employees know about all tasks that they're assigned or own for a Talent Review meeting.

1. Go to Tools > Scheduled Processes.

2. Search for and run the Send Notification for Talent Review Tasks process.

3. Specify the number of days in the past that the process needs to check for new task assignees or owners.

4. Schedule the process according to your organization's needs.

5. Submit the process.

When the process completes, you can check these details in the log file:

• Person identifier of the employees who were notified and their role for the task

• Meeting with which the task is associated

• Number of notifications sent

Note that if employees are made an owner or an assignee for tasks of more than one meeting in the specified days, they receive separate notifications for each meeting.