Notifications#

Settings → Notifications

In this module, you can configure automatic monitoring of employee requests, or set up automatic sending of employee attendance. This module is closely linked to the “Approving” module.

Creating a New Notification — Approval#

This filter applies only to approvals and rejections.

  1. Click New Notification — Approval:

    ../../_images/notifications-approving.png
  2. Fill in the parameters:

    ../../_images/notifications-approving-parameters.png
    Name *:

    The name under which notifications will be displayed.

    Event type:

    Select the type of event for which you want to be notified.

    Account filter:

    [empty = all accounts]

    Choose for which requests the notification will be shown.

    User filter for Approval and Rejection:

    [empty = all accounts]

    The person, people, or group for whom the notification will appear. This person must have a registered account in the iTA attendance system. If the field is left empty, all users are monitored.

    User filter for Request Creation:

    [empty = all accounts]

    The person, people, or group that will be monitored for approval. If the field is left empty, all users are monitored.

    Frequency:

    Available options:

    • On every event

    • Every day

    • Every week

    • Every month

    Hour *:

    Only with frequency Every day, Every week, or Every month.

    Select the hour at which the notification arrives.

    Days of week only:

    Only with frequency Every day.

    Select the day(s) on which the notification arrives.

    Day of the week *:

    Only with frequency Every week.

    Select the day of the week on which the notification arrives.

    Day of the month *:

    Only with frequency Every month.

    Select the day of the month on which the notification arrives.

    Notification validity [days]:

    This setting applies only when reports are sent to the dashboard. It defines how many days the notification remains visible on the dashboard.

    Recipients:

    Two options are available:

    • Those concerned — Approver and requestor.

    • Recipient list — Select any users to whom the notification is shown.

    Delivery channels *:

    Choose where the notifications will be sent.

    • Dashboard — The notification appears on the dashboard.

    • Email — The system sends an automatic email to the address of a user with an iTA account.

  3. Click Save.

Creating a New Notification — Employee Attendance#

  1. Click New Notification — Employee Attendance:

    ../../_images/notifications-presence.png
  2. Fill in the parameters:

    ../../_images/notifications-presence-parameters.png
    Name *:

    The name under which notifications will be displayed.

    Employee list:

    [empty = all employees]

    The list of employees whose attendance is reported.

    Present only:

    Employees on this list are reported only if they are present at the workplace at the attendance time.

    Absent only:

    Employees on this list are reported only if they are absent from the workplace at the attendance time.

    Frequency:

    Available options:

    • Manual

    • Every day

    • Every week

    • Every month

    Hour *:

    Only with frequency Every day, Every week, or Every month.

    Select the hour at which the notification arrives.

    Days of week only:

    Only with frequency Every day.

    Select the day(s) on which the notification arrives.

    Day of the week *:

    Only with frequency Every week.

    Select the day of the week on which the notification arrives.

    Day of the month *:

    Only with frequency Every month.

    Select the day of the month on which the notification arrives.

    Attendance time:

    Set the current or specified time at which attendance is sent:

    • Current time — example: You set the “Hour” field to send attendance at 13:00. Thanks to the “Current time” option, the system honors the configured 13:00 time and sends the notification at that time.

    • Specified time — example: You set the “Hour” field to 13:00 and the “Attendance time” field to 12:00. In this case, the notification arrives at 13:00 and contains attendance records as of 12:00.

    Notification validity [days]:

    This setting applies only when reports are sent to the dashboard. It defines how many days the notification remains visible on the dashboard.

    Recipients:

    Two options are available:

    • Recipient list — Select any users to whom this notification is shown.

    • Recipient list (optional emails)

    Delivery channels *:

    Choose where the notifications will be sent.

    • Dashboard — The notification appears on the dashboard.

    • Email — The system sends an automatic email to the address of a user with an iTA account.

  3. Click Save.