on 02-15-2023 11:58 AM
Dear All,
I have country specific business requirement - we need to send an email to new joiner at first working day which will have all country tax related information. This email should not go when candidate is in onboarding stage, email will go to candidate at his/her first working day. And it should be automatic. Can anyone please share your insight or knowledge on this? Your input is really appreciated 🙂
Thanks,
Akanksha
Hi Udi,
Please follow below base object and parameter and save your rule at SaveAlert trigger event and it will work
Base object - Job Information
Parameter - Alert
Thanks,
Akanksha
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Hello - we dont have EC- is there a workaround to set up rules for automated email for new hires where i can include their EMPL ID and other related information with attachments? I know it can pull EMPL ID and Manager from People Profile.
Our typical welcome email is sent manually to new hire and I copy HRBP and Manager with some information like when their goal setting is due and I include attachments. We would like to automate this process.
Thank you!
Dear Sinan,
Yes - I was able to complete this successfully. Let me try to help you here with steps -
Step 1 - Config workflow for recipients under CC role type - Role and CC role as Self (follow this if recipients are employee)
Step 2 - Config alert message as required
Step 3 - Config business rule with base object Job information with parameter Alert and add your filter as required under If and add your alert workflow, alert message and alert effective date as today under Then
Step 4 - Save your business rule under job info with trigger event SaveAlert
Hope it help you 🙂
Thanks,
Akanksha
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Apart from that the onboarding module is more accomodated for this, let's assume EC for now.
What if you just put an alert on either Employment Info or Job info for the 1st working day as the date that it should trigger? Wouldn't that do the trick for you?
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There are various ways to execute it, but I doubt that a comment here can cover that.
So initially I was just thinking of a savealert rule on job info that uses effective date = hire date and event = hire as criteria on job info in manage business configuration
Then for the details a message of your preference, trigger the usual one, putting on the flag so it doesn't go off multiple times and in terms of when it would be the hire date (which in essence is the effective date as well, so you can play around with that).
Integration center is also an option with either intelligent services to some object that will have a business rule to trigger an alert or you could have a regular integration center job that filters for certain hire dates, but I wouldn't see why the option without integration center wouldn't work just fine.
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