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Email to Replacement When Entered as Confirmed

Completed

Email to replacement when entered as confirmed.

What we’re doing:

Added functionality to send a replacement employee a text and/or email when an absence is entered with that replacement employee as pre-arranged.

Why we think you’ll like it:

It’s been reported that when an employee logs an absence and enters a replacement as pre-arranged, that that pre-arranged replacement is still not always aware they have been committed to that dispatch. It’s also been reported that absent employees are indicating they have pre-arranged their replacement without fully understanding the question. By sending the pre-arranged replacement a text or email confirming that commitment will ensure the replacement is aware they have been scheduled to work.

Learn more:

This feature requires configuration in three places:

  1. Replacement employees must have their text / email profile completed: My Info > Phone & Email > Text & Email Profile

  2. Atrieve HR > Dispatches > Automated Dispatch Profiles > ADS Profiles > ADS System (an Group) Profile

    1. Page 5, Field “Notify When Dispatch Accepted, Cancelled Or Closed.

      1. new option to include code for CR=confirmed replacement employee. Example: enter CR=D.

  3. Web Portal > Tools > Security & Setup > User Profile Maintenance or User Profile Maint - Tabbed > ADS Tab:

    • *PREARRANGED DISPATCH Notification Email Message

    • *PREARRANGED DISPATCH Notification Email Subject

    • *PREARRANGED DISPATCH Notification From Email Address

    • *PREARRANGED DISPATCH Notification From Email Address

    • *PREARRANGED DISPATCH Notification Text Message

    • *PREARRANGED DISPATCH Notification Text Subject

    • *PREARRANGED DISPATCH Notification To Email Address (for testing)

    • *PREARRANGED DISPATCH Notification To Phone Number (for testing) (SERVICE_PROVIDER=PHONE_NUMBER)

Can use keywords for messages such as:

  • <REPLACEMENT_EMPLOYEE_NAME>

  • <ABSENT_EMPLOYEE_NAME>

  • <DISPATCH_DATE_RANGE>

  • <ABSENCE_ID>

  • <SCHEDULE_DETAILS>

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