Configure alert recipients
The Destination of an alert determines which users receive the alert.
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Description
Before you can send an alert to users, carefully determine who is allowed to receive a specific alert. We call this the Destination for an alert. The recipient is often someone in the organisation who is authorised to take action on the alert.
Example:
An alert for the expiry of a temporary contract goes to the authorised person in the human resources department, an alert that someone is sick goes to the people in the department or to the department manager only, an anniversary alert may go to the entire company.
You can precisely define which users the alert is displayed to in Profit. You have the following options for determining the destination:
- Management executive
- Groups from the authorisation
- Responsibility
- Split responsibility
- Substitutes
- Workflow
Procedure
- Configure alerts for a group of recipients
You can send an alert to the members of a user group from the Authorisation tool. The alert is sent to the users who are members of the user group when the alert is generated.
- Configure alerts to a management executive
Profit can generate an alert for the management executive of the department (organisational unit) that an employee belongs to. An organisational unit can have multiple managers but only one management executive.
- Configure data collection alert destination field
Profit can generate an alert for the employee or user who is added to the data collection as a field. This allows you to send an alert via InSite or as an e-mail message (an e-mail address for the employee/user must be known in order to do this).
- Configure alerts based on responsibility
If certain tasks and responsibilities are in the middle management of your organisation, then alerts relating to an employee must be sent to the employee's manager. Use a responsibility as the destination for these alerts.
- Configure alerts based on split responsibility
In the case of split responsibility, differentiate between alerts relating to employees and relating to managers.
- Configure substitutes as alert recipients
Per employee, you can specify a substitute who takes over the tasks in case of leave or absence. This substitute can also be a destination in the absence of an alert recipient.
- Configure an alert for starting a workflow
A generated alert can start a workflow, so that the actions resulting from the alert are planned immediately.