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Workflow Email Notification Settings

Workflow notifications are great for alerting Avanti Users of changes or events that have taken place in the software, as they occur.

Notifications can be sent out using two different methods:
  1. An Avanti Alert that will appear within Avanti when the user logs in,

  2. An Email message sent directly to the email address of the Avanti Users.

This guide will go over the process of setting up an Avanti User correctly to receive email notifications.

Important:
Each Avanti User must have an email specified in order to receive email notifications sent from Workflows.

Setup an Avanti User to Receive Email Notifications

  1. Open System Administration > System Access Controls > Avanti Users.

  2. Select the Avanti User which will receive email notifications.

  3. Press Modify, which will open the Avanti User data.

  4. From the bottom tabs select Company Settings, which will display fields for Employee Number and Alerts Email.

Enter Alerts Email for Avanti User (without Employee)

  1. Enter the email address where notifications will be sent for this Avanti User in the Alerts Email field.

    Note:
    If an email address is not specified in the Alerts Email field then the system will use the email from the Employee Profile of the employee entered in the Employee Number field of the Company Settings (the Alert email of the Employee Profile will be used if available, otherwise the Primary email is used).
    Caution

    The User Class of an Avanti User determines which notifications will be received by that user.

    • Employee Self Service users can only receive notifications sent to themselves.

    • Manager Self Service and Regular users can receive notifications from all users.

  2. Press Apply to save the Alerts Email.

Add Alert Email to Avanti User (with Employee)

If the Avanti User is linked to an employee, then the alerts email in the Employee Profile for that employee will be used for receiving alerts.

Note:
The Alerts Email will override the email in the Employee Profile if one is entered in the Avanti User.
  1. Open the Canadian Payroll > Employee Profile > Employee Profile.

  2. Select the Employee linked in the Avanti User.

  3. Select the Personal tab from the Employee Profile.

  4. Enter the email address to use into the Alert email field.

  5. Press Apply, to save the Alert email.

Troubleshooting

When an email notification is not received by an Avanti User there are a few common things you should check.

Is the Avanti User linked to an Employee Profile?

Avanti User is linked to an Employee Profile. Is there an Alert Email specified on the Personal tab of the Employee Profile?

Is there an Alerts Email specified on the Company Settings tab in Avanti Users?

The Alerts Email is the first place that will be checked when determining what email to use when sending a notification email.

8 3 2018 8 55 15 AM
1From the Company Settings tab of the Avanti User an alerts email can be specified where the notifications will be email to.
2This is the email address that will be used for notification emails.
Important
When the Alerts Email is blank, the alerts email of the Employee Profile will be used if an employee is linked with the Avanti User.
Is there an employee linked to the Avanti User?

You can check if an employee is linked to the Avanti User from the Avanti Users > Company Settings tab.

Important
When an Alerts Email is entered from Avanti User > Company Settings that email will be used preferentially.
8 3 2018 8 55 17 AM
1From the Company Settings tab of the Avanti User an employee can be linked by specifying the Employee Number.
2Here the employee James Smith was specified.
  1. Open the Employee Profile of the linked employee and check that at least a default email or alerts email has been entered.

8 3 2018 9 30 47 AM
1Open the Employee Profile that was linked in the Avanti User > Company Setting tab.
2Open the Personal tab.
3The Primary (default) email will be used if a more specific email is not entered below.
4The Alert email will be used to receive notification emails for this employee.
What is the User Type for the Avanti User?

The User Class of an Avanti User determines which notifications will be received by that user.

  • Employee Self Service users can only receive notifications from themselves.

  • Manager Self Service and Regular users can receive notifications from all users.

J
Jack is the author of this solution article.

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