3 Setting the foundation01 Introduction To MasteryC8_1

,IntroductiontoMasteryTraining,EmailNotificationwithintheSuccessFactorsSystem,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,EmailNotificationsOverview,EmailNotificationsOverview,SuccessFactorsofferstwodifferentmessagingtypes:Systememailmessages:InitiatedandsentbytheadministratorasneededEmailnotifications:Createdbythesystemandareautomaticallysentbasedoneventstheemployee/managerperformsApplicationisdesignedtoautomatethenotificationofcertainworkfloweventsAllowsadministratorstomodifymostemailnotificationtemplatestomeetcustomerneedsTemplatesmaybeworkedonofflineanduploadedatalatertime,EmailNotificationTemplatesSettings,EmailNotificationTemplates,EmailnotificationsaremessagesautomaticallysenttoemployeeswhenaspecifiedeventorchangeoccursAdminscanspecifywhichnotificationsuserswillreceiveSuccessFactorsprovidesthetextforallemailnotificationsintemplatesthatyoumayuseAdminscanmodifythetextofmany,butnotall,ofthetemplates:Adminscanmodifycontentoflatenotices,butnotthecontentofsystemprogressnotifications,EmailNotificationTemplatesSettings,Whileemailnotificationsareveryusefultoendusers,itisimportanttocreateabalancesousersarenotoverwhelmedbytoomanyemailnotificationsToturnonandmodifye-mailnotifications:LogintoSuccessFactorswithanadminuserandaccesstheAdministrationTools.UnderCompanyProcesses&Cycles,clickCompanySettingsandselectE-MailNotificationTemplatesSettings.Selectcheckboxestoturneachtemplateon/offdependingonwhichmodulesareenabled.Clickthetemplatenamelinktoedit.,2,3,4,EmailNotificationTemplatesSettings(cont.),UsingDocumentCreationNotificationasanexample.Youmaycustomize:SetEmailPriority:IftheemailshouldshowashighprioritythisoptioncanbecheckedEmailSubject:SubjectcanbechangedtocatchtheusersattentionSwitchLanguage:IfadditionallanguagesareactiveSpecifyDifferentTemplateforEachForm:DifferentreviewformscanhavedifferentemailnotificationtextsNote:Thisoptionisnotusedforgoaltemplates.EmailBody:TheactualtextoftheemailcanbeenteredVariablecodesmaybechangedtocustomizethee-mailnotification.Examplesofdifferentvariablecodesarelistedonthenextslide.SelectSaveChanges.,1,3,2,4,5,Note:IfusingIE,theemailtemplatedisplaysontherightsideofthescreen.IfusingFirefox,thetemplatedisplaysatthebottomofthescreen.,6,7,EmailNotificationsVariableCodes,Someofthevariablesthatcanbeusedinthebodyofemailnotificationtemplatesinclude:,WorkingwithEmailNotificationsOffline,Tomodifyemailnotificationsoffline:UnderCompanyProcesses&Cycles,clickCompanySettingsandselectE-MailNotificationTemplatesSettings.Selectthenotificationtoworkonoffline.(UsingDocumentCreationNotificationasanexample.)ClicktheDownloadbuttontoaccessallavailableemailnotificationtemplates.Fileisdownloadedina.txtfile.Touploadtheemailnotificationfile,clickBrowseandlocatethefile.ClickUploadTemplateFile.,Note:Thisoptionisntuseoftenbecauseeache-mailnotificationwouldneedtobedownload,changedanduploadedagain.,1,3,5,6,SendSystemEmailNotification,SendSystemMessageEmailNotification,Canbeusedtocommunicatetoafew(orall)systemusersatonetimeOftenusedduringtheinitialsystemlaunchtocommunicateusernames/passwordstousersStandardmessagecanbemodifiedusingEmailNotificationTemplatesAnad-hocmessagecanbecreatedandsentwithoutchangingthestandardmessage,SendSystemMessageEmailNotification,LogintoSuccessFactorswithanadminuserandaccesstheAdministrationTools.UnderManageEmployees,clickSendUserWelcomeEmail.Choosetosendamessagetoanentiregrouporbyindividualuser.IntheEmailSubjecttextbox,modifyorre-typethesubjectofyourmessage.IntheEmailBodytextbox,modifyorre-typethemessagetobesenttotheendusers.UsingtheFind,Filterby,and/orWithoptions,narrowthegroupyouwanttosendthemessageto.ClickSendSystemMessage.,2,3,4,5,7,6,Note:ThesystemmessagescangetstuckinaclientsSPAMfolderwhichiswhyitisimportantthattheclientwhitelisttheIPaddresseswegivethem.,AdditionalResources,AdditionalResourcesforEmailNotificationTemplates,Howtoconfigureemailnotificat