As an administrator, you will need to setup Avanti Go for your employees to receive the Avanti Go App on their phone.
This is only applicable to clients with Workflows. If you do not have Workflows, notifications will not be available on Avanti Go.
You can set up any notification from an Avanti Workflow to populate Avanti Go. To set up workflows on Avanti Go, complete the following:
- Add Mobile Notification Maintenance to the Menu
- Set Up the Avanti Notification Type Maintenance
- Update the Notifications on the Workflows
- Create the Workflow to Send Notifications to Avanti Go
- Enable Notifications on Avanti Go
Add Mobile Notification Maintenance to the Menu
The following steps will guide you through adding Mobile Notification Maintenance to the System Menu. If Mobile Notification Maintenance is already on the menu, skip to the Set Up the Avanti Notification Types section.
Step 1: Select Display Update Menu in System Administration >> System Menu >> System Menu.
Once Display Update Menu is selected, an additional column, Update Menu will display. The Update Menu displays all the available menu items.
Step 2: Under Web Services >> Installation & Maintenance, Mobile Notification Maintenance should be displayed in red. If it is, right-click on the item and select Add New in Avanti Menu.
If Mobile Notification Maintenance is not red, it is already on your menu, and you should proceed to the Set Up the Avanti Notification Types section.
Step 4: Now that you have finished updating the System Menu, select OK to save your changes.
Set Up the Avanti Notification Type Maintenance
Avanti Notification Types provides the ability to set up the types of notifications employees can receive, which notifications employees will receive by default, and which notifications employees can disable.
There are three types of notifications:
- Pay Statements
For Example: The Schedules Type could be used for the Schedule Assigned and Schedule Reminder Workflows.
By default, employees will receive all notification types and be able to turn off the notifications. You cannot add additional notification types, but Step 2 will guide you through updating the name and the description of each notification type.
On Avanti Go, the name and description will appear similar to:
If you are satisfied with this setup, please skip to Update the Notification on the Workflow.
If you would like to change these defaults, complete the following:
Step 1: Log into the Avanti Desktop Application and select Mobile Notification Maintenance in Web Services >> Installation and Maintenance. Right-click on the Notification Type you would like to update and select Modify.
Step 2: To change the name of the notification type that will display on Avanti Go, update the Type Name. You can also update the name that will appear when the user logs into Avanti Go on a French device by updating Type Name (French), if applicable.
Step 3: To change the description of the notification type that will display on Avanti Go, update the Description. You can also update the description that will appear when the user logs into Avanti Go on a French device by updating Description (French), if applicable.
Step 4: By default, this notification is active so that employees will receive this type of notification. To prevent notifications with this type from being displayed in Avanti Go, deselect Active.
Step 5: By default, employees will receive the notification when they first log into Avanti Go. To prevent employees from receiving this notification type, deselect Enabled by Default.
Step 6: By default, employees can choose not to receive notifications within Avanti Go based on Notification Type. To ensure employees receive this notification type and cannot turn them off, select Read Only.
When Read Only is selected, Enable by Default should also be selected.
Update the Notification on the Workflow
Any notification generated by a workflow can also appear on Avanti Go. To include a notification on Avanti Go:
Step 1: Once you have determined which workflow notification(s) should be on Avanti Go, select the Workflow in Workflows >> Maintain Workflows. Select Modify.
Step 2: Select the task/action for the notification you would like displayed on Avanti Go.
The following tasks and actions send notifications:
- Job Request Approval Settings
- Create Job Settings
- Request New Hire Settings
- Review New Hire Information Settings
- Request Termination Settings
- Generate Report Settings
- Terminate Employee Settings
- Generate Employee Document Settings
- Send Notification Settings
- Initialize Onboarding Settings
Step 3: Select the Notification tab if it is not the first tab displayed.
Step 4: Select Send Avanti Notification to include the notification on Avanti Go.
Step 5: Once Send Avanti Notification is selected, you can choose the Avanti Notification Type from the active notification types defined in Web Services >> Installation & Maintenance >> Mobile Notification Maintenance.
Avanti Notification Types categorize the Workflow Notifications. Based on these categories, you can determine which notifications are required. If they are not required, employees can choose whether to receive these notifications.
Step 6: Select OK to save the changes to the Notifications.
Step 7: Now all that is needed to save your change to the Workflow is to select OK.
Congratulations! In addition to how they were previously notified, users will now receive this notification on Avanti Go.
Complete Steps 1 - 7 for each workflow notification you would like included on Avanti Go.
Determine how often Notifications are sent to Avanti Go
Next, create the workflow that will determine how often the notifications will send to Avanti Go.
Step 1: To import the workflow, select File >> Import in Workflows >> Maintain Workflows.
Step 2: Browse to the location the import file was saved.
Step 3: The Workflow Id and Workflow Name can be adjusted. Once OK is selected, the Workflow Id cannot be modified.
By default, notifications will populate on Avanti Go Mobile every minute. If you are satisfied with this setup, skip to Step 7.
Step 4: Select Schedule on the Workflow tab in Maintain Workflows.
Step 5: Update how often the notifications will send to the Avanti Go by changing the time in ‘Occurs every’.
Step 6: Update how often the notifications will send to the Avanti Go by changing the time in ‘Occurs every’. Select OK.
Step 7: Activate the workflow by selecting Active on the Workflow tab of Maintain Workflows.
Step 8: Select OK to save the changes to the Workflow.
Congratulations! Notifications will update on Avanti Go on the specified schedule.
Once you have finished setting up notifications, complete following for employees to receive notifications on Avanti Go.
Step 1: Log into the Avanti Self-Service Portal and select the Company Settings tab in Administration >> Administration Settings on the Avanti Self-Service Portal.
Step 2: Enter Notifications Enabled into search. Ensure there are no trailing spaces.
Step 3: Select Edit.
Step 4: Select the checkbox beside Value. Select Save.
Step 5: Select Reload Settings.
Congratulations, Avanti Go is now set up for notifications.