Overview
The Daily Updates Email is a daily email sent to users' work email address with updates on employees who are on leave or training each day.
Permissions
To set up the People Daily Status Email, you will need the Manage Client Settings permission. To be able to receive the daily email, you will require the View Other Employee Leave permission to receive leave related items. You will also need to have a work email address set up to receive these emails.
Setting up the Daily Updates Emails
There are 3 different emails that can be received:
- Daily updates email (Next Day) - This email gives information on who is on leave for the different leave types tomorrow.
- Daily updates email (Same Day) - This email gives information on who is on leave for the different leave types today.
- Daily reminder email - This email gives information of pending leave requests/probation dates/work permit renewals/performance reviews. It is only sent daily to users that have employees that report to them and are able to approve leave (in the case of leave reminders).
To set these emails up:
- Go to Settings
- In the Client Settings tab, locate the Email pod (under the Root Company Business Unit).
- Click on the edit icon next to each of the emails you wish to set up.
- Add a time of the day you wish to receive the email and click Save Changes
Once these have been set up, you will receive an email with the leave details. Examples are shown below:
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In a case where no employee is on leave, you will receive an email stating the leave schedule is empty.
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When you add a Daily Leave Email, you will also have the option to exclude any Third Party Contractors from receiving this email also.
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If enabled, the daily updates email will be grouped by 'Leave Type' instead of by 'Department'.
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If you set a reply-to email address, then if any of your employees reply to an email received from the system (such as the Daily Leave Email or payslips), such reply will be sent to the email address(es) stored here. You can save multiple email addresses. After inputting an email address, simply hit the Enter (or Return if you are using Mac) key and press Save Changes.
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If you set a time here, you will enable the below option which will enable a daily reminder emails for pending leave approvals. Users who have employees reporting to them for whom they have permission to approve leave will receive an email at the specified time for any pending leave requests.
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If the 'daily reminder email time' is switched on, you will see an option to enable leave requests in reminder email. If you switch this on, users who have employees reporting to them for whom they have permission to approve leave will receive an email at the specified time for any pending leave requests.
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If you enable this toggle, the assigned reviewer will receive notification for performance reviews which are due.
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If you enable this toggle, employees who have other employees Reporting to them will receive updates on their employees' probation. A notification in the reminders email will be added every two months starting from the position start date.
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If you enable this toggle, employees who have other employees Reporting to them will receive updates on their employees' upcoming work permit renewal dates. A notification in the reminders email will be added 30 days in advance so users are able to action any corresponding tasks.