How do I set up text and email notifications? (Employees)

Send real-time notifications to an employee's email or mobile phone.

Set up an employee's preferences to send email notifications, text notifications, or both email and text notifications for the Human Resources app.

Contents

Set up the employee's email and mobile number in Setup/Modify User Rights. See the help topic titled How do I update a user's notification email or mobile number?
If you're copying from an applicant record, save the new employee setup and then use Modify Existing Employees to add the email and mobile number.

1. Open Connect Human Resources > Employees > Setup New Employees.

2. Find the section titled Connect Online Settings on the Employee tab.

Connect Online Settings on the Employee tab

3. Click the link titled Edit This User In System Management.

Connect launches Setup/Modify User Rights in System Management.

4. Set up the employee's email and mobile number in Setup/Modify User Rights and click Save (CTRL+S).

5. Click on the Setup New Employees tab.

Setup New Employees tab

6. Enter the user ID or user name in the User field.

You can search this field. However, the search results will only show the user IDs for employees who are set up as users in Setup/Modify User Rights.

User

What if the employee isn't listed in the search results? You'll need to set up the employee's email and mobile number in Setup/Modify User Rights. See the help topic titled How do I update a user's notification email or mobile number?

The employee's email and mobile number display on the screen.

User email and mobile number

7. Set up notifications.

Receive email notifications, Receive text notifications

To turn on email notifications, select the checkbox titled Receive Email Notifications.
To turn on text notifications, select the checkbox titled Receive Text Notifications.

8. Click Save (CTRL+S).

The employee's email and mobile number are added to the employee record. Connect can send text and email notifications to the employer.

2019.05, 2019May02

1. Open Connect Human Resources > Employees > Modify Existing Employees.