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Configure Notification Profiles for Workforce Planning

Objective

To configure which notifications are sent in Workforce Planning.

Background

Automatic notifications can be sent to users in Workforce Planning when information changes about project, people, assignments or requests. To configure what notifications are sent, you first configure notification profiles and then assign those profiles to users in the People tool. See Assign or Edit a User's Notification Profile in Workforce Planning.

Things to Consider

  • Required User Permissions:
  • Additional Information
    • People can only be assigned one (1) notification profile at a time.
    • You can create an unlimited number of notification profiles.
    • Only people who are 'Users' or 'Both' can receive notifications.
    • Users cannot respond to notifications. See What messages and alerts can people respond to in Workforce Planning?
    • Notifications about people and projects are sent at the time those changes occur.
    • Notifications about workforce assignments and requests are sent based on 'Notification Thresholds' that can be configured below.
    • Notifications can be viewed on the Workforce Planning homepage, by email or in the LaborChart mobile app. See What is the LaborChart app?

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Select Notification Profiles.
  4. Click New.
  5. Enter the Name of the notification profile.
  6. Select the notifications users will receive when they are assigned this notification profile:
    • People in User's Groups. To send notifications to members of the user's groups (see Configure Groups for Workforce Planning) for the following actions, move the toggle to the ON position: 
      • Person Created / Deleted. Send notifications when a new person is created or deleted.
      • Person's Groups Changed. Send notifications when a person's group changes.
      • Person's Status Changed. Send notifications when a person's status changes.
      • Applied Tag Warning. Send notifications when a person's tag is within the warning range of expiring. See Configure Tags for Workforce Planning.
      • Applied Tag Expiring. Send notifications the day that a person's tag expires. See Add or Edit Tags for People in Workforce Planning.
    • Projects in User's Groups. To send notifications when the following actions are taken on a project in the user's groups (see Configure Groups for Workforce Planning) , move the toggle to the ON position: 
      • Project Created / Deleted. Send notifications when a project is created or deleted.
      • Project's Groups Changed. Send notifications when a project's group changes.
      • Project's Status Changed. Send notifications when a project's status changes.
      • Selected as Project Role. Send notifications to the User when they are added as a project role on a project. See Assign Project Roles for Workforce Planning.
    • Assignments. For the following actions, mark the scope of the action that would trigger the notification.
      • Assignment Created.
        • None. Mark this tickbox to not send a notification when an assignment is created.
        • User's Projects. Mark this tickbox to send notifications when assignments are created in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when assignments are created in groups the user belongs to.
      • Assignment Edited.
        • None. Mark this tickbox to not send a notification when an assignment is edited.
        • User Created/Edited. Mark this tickbox to send notifications to users when assignments they created or edited are edited.
        • User's Projects. Mark this tickbox to send notifications when assignments are edited in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when assignments are edited in groups the user belong to.
      • Assignment Deleted.
        • None. Mark this tickbox to not send a notification when an assignment is deleted.
        • User Created/Edited. Mark this tickbox to send notifications to users when assignments they created or edited are deleted.
        • User's Projects. Mark this tickbox to send notifications when assignments are deleted in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when assignments are deleted in groups the user belong to.
      • Assignment Starting.
        • None. Mark this tickbox to not send a notification when an assignment is starting.
        • User Created/Edited. Mark this tickbox to send notifications to users when assignments they created or edited are starting.
        • User's Projects. Mark this tickbox to send notifications when assignments are starting in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when assignments are starting in groups the user belong to.
      • Assignment Ending.
        • None. Mark this tickbox to not send a notification when an assignment is ending.
        • User Created/Edited. Mark this tickbox to send notifications to users when assignments they created or edited are ending.
        • User's Projects. Mark this tickbox to send notifications when assignments are ending in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when assignments are ending in groups the user belong to.
    • Requests. For the following actions, mark the scope of the action that would trigger the notification.
      • Request Created.
        • None. Mark this tickbox to not send a notification when a request is created.
        • User's Projects. Mark this tickbox to send notifications when requests are created in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are created in groups the user belongs to.
      • Request Edited.
        • None. Mark this tickbox to not send a notification when a request is edited.
        • User Created/Edited. Mark this tickbox to send notifications to users when requests they created or edited are edited.
        • User's Projects. Mark this tickbox to send notifications when requests are edited in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are edited in groups the user belong to.
      • Request Filled.
        • None. Mark this tickbox to not send a notification when a request is filled.
        • User Created/Edited. Mark this tickbox to send notifications to users when requests they created or edited are filled.
        • User's Projects. Mark this tickbox to send notifications when requests are filled in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are filled in groups the user belong to.
      • Request Deleted.
        • None. Mark this tickbox to not send a notification when a request is deleted.
        • User Created/Edited. Mark this tickbox to send notifications to users when requests they created or edited are deleted.
        • User's Projects. Mark this tickbox to send notifications when requests are deleted in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are deleted in groups the user belong to.
      • Request Starting.
        • None. Mark this tickbox to not send a notification when a request is starting.
        • User Created/Edited. Mark this tickbox to send notifications to users when requests they created or edited are starting.
        • User's Projects. Mark this tickbox to send notifications when requests are starting in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are starting in groups the user belong to.
      • Request Ending.
        • None. Mark this tickbox to not send a notification when a request is ending.
        • User Created/Edited. Mark this tickbox to send notifications to users when requests they created or edited are ending.
        • User's Projects. Mark this tickbox to send notifications when requests are ending in Projects where the user is assigned or has a Project Role.
        • User's Groups. Mark this tickbox to send notifications when requests are ending in groups the user belong to.
  7. Click Save.
  8. Optional: Set Notification Thresholds. Notification thresholds dictate when notifications are sent based on assignment and request dates.
    • Assignments.  Enter a number in one of these fields to:
      • Enter the number of Days Before the Start date for the notification to be sent.
      • Enter the number of Days Before the End date for the notification to be sent.
    • Requests.
      • Enter the number of Days Before the Start date for the notification to be sent.
      • Enter the number of Days Before the End date for the notification to be sent.
  9. Click Save.