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Notifications when Post is About to Expire

When a schedule post is about to expire, both managers and employees need to be notified. Managers need a reminder to approve a pickup or exchange request, while employees need a reminder to work unless they’re told otherwise.

To use these notifications to occur, Administrators must set up the following workflow. When activated, this workflow triggers 24 hours before the start of a schedule.

Additional Information
The language of the notifications will follow the toggle in an Employee’s profile, either in English or French.

Step 1: Open Maintain Workflows in the Avanti Desktop.
By default, this can be found in Workflows.

Step 2: Select Insert.

Step 3: Select the arrow beside From Template.

Step 4: Select Push Pooled Expiry Post Notification.

Step 5: Select OK.

Step 6: Select OK.

Step 7: To change the message select Send Notification Settings under Send Notification to Employee. If you wish to leave all default settings as is, skip to Step 9.

Additional Information
The default message for employees is:

Quick reminder! Your schedule hasn’t been picked up or swapped. Unless you get notified otherwise, you’re still working:

Additionally, the default message contains the Schedule Date, From and To Time, Position, and Location.

Step 8: Update the Subject or Message. Then select OK.

Step 9: To change the message select Send Notification Settings under Send Notification to Manger. If you wish to leave all default settings as is, skip to Step 11.

Additional Information
The default message for managers is:

Quick reminder! Your employee's schedule post expires tomorrow. Take a look in Schedule Pooling to see if there’s a pickup or swap request you can approve.

Additionally, the default message contains the Schedule Date, From and To Time, Position, and Location.

Step 10: Update the Subject or Message. Then select OK.

Step 11: Select Active.

Step 12: Select OK to save your changes to the Workflow.

Congratulations! You have successfully set up the Schedule Pool Expiry Workflow!

Want to learn more about Schedule Pooling Notifications? Go to the Schedule Pooling Notifications for Managers more information.

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