PowerSchool ERP Overview

Notifications Administrator

The Notifications Administrator can configure predefined notification settings to meet your organization's needs and review or edit user selections.

Specific security resources grant access to the System Setup and User Subscriptions tabs on the Notification Subscriptions page. Without these resources, Notification Subscriptions opens the page for the logged-in user.

  • 550 - Super User for System

  • 551 - DBA User for System

  • 552 - Package Supervisor for System

  • 561 - May Administer Notifications

Assign resource 561 to a user who is not a super user or supervisor but will be responsible for maintaining notification settings.

From the e-Forms & Tools menu, select All. From the Tools menu, select Notification Subscriptions

System Setup Tab

Tasks available on this page include:

  • Turn all system notifications on or off.

  • Set user availability of notifications.

  • Set default criteria.

  • Apply resource security to a notification.

  • Schedule a frequency and time to run digest notifications.

After making any edits to the System Setup page, click the Save button.

Fields and Descriptions

Field

Description

Enable All Notifications

Enable or disable all system notifications controlled on this page. 

  • Select to run all listed notifications according to their settings.

  • Clear to turn off all notifications controlled on this page.

It is recommended to clear Enable All Notifications in any database that is not used for production (for example, test or train). This prevents emails generated by a non-production database.

Category

Notifications are grouped in categories. The categories are used to sort notifications in the Notification Viewer.

  • Accounts Payable

  • General

  • General Ledger

  • Human Resources

  • Purchasing

  • Workflow

The Workflow notification option applies only to Dynamic Leave Requests. If your organization does not have Dynamic Leave Requests selected in the Workflow Configuration Profile for the Employee Leave Request Type, set this setting to Disabled.

Notification

Description of the notification type.

Availability

Determine whether users can turn notifications on or off.

  • Mandatory: The notification applies to all employees, whether or not they are users of the software.

  • Optional: The notification is active and runs when triggered or is included in a digest at the time set in the Schedule, if applicable. Users can choose to turn off notifications, receive individual or digest emails, and set personal criteria, if applicable.

  • Disabled: The notification does not run when the trigger conditions are met. The notification does not appear on user pages. It is turned off for all conditions.

Mandatory notifications should be used with care. An example is Upcoming Certification Expiration by Type - Employee. Refer to Notifications by Certification Type to configure the email sent to employees when this notification is set to Mandatory.

Default Values

This field appears for notifications that allow a threshold condition to be set as a default, for example, the number of consecutive days required to trigger the notification. You must enter a value. Users may override the default value for some notifications. If a user does not enter a value on their personal page, the default value is used.

Security

This field specifies if a security resource or Workflow task is required for the notification to appear on user subscription pages. A value of [none] allows any user to subscribe to the notification unless the notification is Disabled.

You can only assign one specific resource to a notification. Consider setting the lowest level privilege code (for example, 5 - Package User). A user with a higher-level privilege code for the resource is granted the same access. If a user does not have the assigned security resource or a resource that grants the permission (for example, a Supervisor resource), the notification does not appear on the User Subscription page, and they do not receive it.

To add a resource:

  1. Select the pencil icon.

  2. Enter a resource number, package, subpackage, or partial description and select Search. Matching resources appear.

  3. Select the desired resource and select OK. You can only select one. Select No Resource Needed to set the Security value to none.

Some notifications use a pre-defined Workflow task as their security value rather than a standard security resource. These entries display a T followed by a number (for example, T200 or T203) and do not have an edit pencil, so the security value cannot be changed. T-codes correspond to task IDs defined in the Legacy Workflow Tasks table. For a user to receive a notification that uses a T-code, the user must be assigned to an approval group that is associated with that workflow task. This requirement applies even though notification-type tasks do not require an approval action. If no approval group is configured for the task, no users receive the notification regardless of their subscription settings. For information on setting up T-code notifications, refer to the T-code notifications section.

Schedule

This field determines when a notification digest runs. Notifications that do not have a Schedule option run when trigger conditions are met or are scheduled elsewhere. For example, Employee Termination and New Employee Hire notifications must be selected on the Workflow Configuration Profile, and the schedule is set on the Email Task Scheduler Settings tab.

To schedule a notification:

  1. Click the pencil icon.

  2. Select a frequency for the system to check for triggers and generate digest emails. Times are refined to 15-minute increments.

    • Daily: Seven days a week

    • Weekdays: Monday through Friday only

    • Weekly: One specified day each week (select one day, Sunday through Saturday)

    • Monthly: One specified day each month (enter a day of the month; recommended to select the 28th or earlier based on February having the fewest days)

T-code notifications

To set up T-code notifications:

  1. From the System Administration menu, select Workflow (Legacy). From the Human Resources Workflow Tables menu, select Tasks.

  2. Search for the task that corresponds to the T-code shown on the Notification Subscriptions page. Use the task ID number in the T-code as the search value. For example, for T200, search for task ID 200.

  3. Confirm the task name and workflow type.

  4. Set up or verify that at least one approval group is associated with this task. Users assigned to that approval group will receive a notification when the approval is triggered.

For a complete list of T-code task IDs and the workflow type each one corresponds to, refer to Workflow Task IDs for Notifications below.

User Subscriptions

Tasks available on this page include:

  • Select a user page (including the administrator's own) and display their notification settings.

  • Adjust and save a user's settings.

An administrator has access to the User Subscriptions tab. On this page, use the Settings for User list to select a user. The page displays the notification settings for that user. For more details, refer to the Notification Subscriptions Page.

Workflow Task IDs for Notifications

Eight notifications use Workflow tasks (T-codes) as their security value. These tasks are defined in the Legacy Workflow Tasks table. Each T-code is a task ID number prefixed with T. The task ID is the numeric identifier for the task in the Legacy Workflow system.

To receive a notification with a T-code, a user must be assigned to an approval group associated with the corresponding workflow task. No approval action is required; the approval group is used only to identify which users should receive the notification.

The following table lists the eight Notification-type tasks and their corresponding T-codes.

T-code

Default task name

Description

T200

Certification Expiration

Sends a notification that an employee's certificate is about to expire. Typically used to notify the employee's supervisor.

T201

Employee New Hire

Sends a notification that a new employee has been hired and added in Employee Information.

T202

Consecutive Leave

Sends a notification when an employee requests more than a defined number of consecutive days of leave.

T203

Employee Termination

Sends a notification that an employee has been terminated through Employee Information and is typically used to notify the employee's supervisor.

T204

Certification Expire - HR

Sends a notification that an employee's certificate is about to expire. Used to notify Human Resources staff.

T205

Employee New Hire - HR

Sends a notification that a new employee has been hired, added to Employee Information, and used to notify Human Resources staff.

T206

Consecutive Leave - HR

Sends a notification when an employee requests more than a defined number of consecutive days of leave. Used to notify Human Resources staff.

T207

Employee Termination - HR

Sends a notification that an employee has been terminated through Employee Information and is used to notify Human Resources staff.

Task names can be changed in the Legacy Workflow Tasks table to meet your organization's needs. The task ID number is fixed and cannot be changed.

Menu path: From the System Administration menu, select Workflow (Legacy). From the Human Resources Workflow Tables menu, select Tasks.