In AcubizEMS there are several options to create e-mail notifications to users. The following issues might be considered:
- ADMINISTRATOR:
- What e-mail users should receive?
- When reminders should be sent
- When should the status e-mail sent out - EMPLOYEE:
- Who should receive my mails
- Which mails does the employee want to receive
The default setup is AcubizEMS:
- The sending of status e-mail every Friday (if there are outstanding)
- The employee will receive its own e-mails
As a concept AcubizEMS are with the following e-mails:
- Action based emails
- Automated e-mails
Automated e-mails:
The following automated emails are sent:
- Status e-mail
- Reminder e-mails
Action based e-mails:
Basically, employees receive just a status e-mail, but there is the option of a more detailed approach. AcubizEMS works with action-based e-mails, which means that the sending of an email is sent based on a specified action performed by an employee/approver/FINANCE.
The following action based e-mails is disabled by default, but can be activated and deactivated as needed.
- Employee submits expenses for authorisation. An e-mail is sent to the authoriser.
- Employee submits requisitions for authorisation. An e-mail is sent to the authoriser.
- Authoriser accepts the expenses. An e-mail is sent to the employee/secretary.
- Authoriser accepts the requisitions. An e-mail is sent to the employee/secretary.
- Authoriser declines the expenses. An e-mail is sent to the employee.
- Authoriser declines the requisitions. An e-mail is sent to the employee.
- Authoriser is out of office. An e-mail is sent to verify the new authoriser.
- Authoriser accepts the requisitions. An e-mail is sent to the travel booker.
- Authoriser accepts the requisitions. An e-mail is sent to the employee regarding missing travel booker.
- Finance declines expenses. An e-mail is sent to the employee or the authoriser.
- Finance has changed the employee on expenses. An e-mail is sent to the employee.
- Authoriser has been changed. An e-mail is sent to the new authoriser
To manage action based emails go to ADMIN --> Additional settings --> Email settings
On the right side each action based e-mail shows if it is active or not active (Yes or No). Tap Save when the changes are made.
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