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.