Notification Settings- Advanced Workflow

Menu Path:

From the Menu, select System Administration.
From System Administration, select Administration.
Select Workflow Configuration.
Select Advanced Workflow.

Workflow	Notify Alternates	Notify After	Reminder	Reminder Frequency	End After (Days)
Expense	Select the check box notify alternates	Day:Hours: Minutes		Day:Hours: Minutes	Custom Days
Termination Request	Select the check box notify alternates	Day:Hours: Minutes		Day:Hours: Minutes	Custom Days
Position Request	Select the check box notify alternates	Day:Hours: Minutes	Select the check box to enable reminders.	Day:Hours: Minutes	Custom Days
Journal Entry	Select the check box notify alternates	Day:Hours: Minutes	Select the check box to enable reminders.	Day:Hours: Minutes	Custom Days
Leave Request	Select the check box notify alternates	Day:Hours: Minutes	Select the check box to enable reminders.	Day:Hours: Minutes	Custom Days
Purchase Order	Select the check box notify alternates	Day:Hours: Minutes	Select the check box to enable reminders.	Day:Hours: Minutes	Custom Days
Requisition	Select the check box notify alternates	Day:Hours: Minutes	Select the check box to enable reminders.	Day:Hours: Minutes	Custom Days

Notify Alternates : Will send approval requests and emails to alternate approvers.
Notify After : To have alternate approvers receive the approval requests and emails at the same time as primary approvers, leave at default 00:00:00. Otherwise enter Days:Hours:Minutes for how long after the primary approver receives the request and email that the alternates should receive them. The maximum limit is 30 days, 23 hours, 59 minutes.
Reminder : Generates reminder emails. Applies to both primary and alternates.
Reminder Frequency: The minimum is 3 hours. The maximum limit is 30 days, 23 hours, 59 minutes.
End After : Enter number of days after which reminder emails should no longer be sent to primary or alternates. The minimum is one day. The maximum is 180 days.

Custom Notification Emails

Users may set up custom notification emails using the templates provided in eFinance. To configure emails for each of the Advance Workflow Types; following the steps below:

From the Menu, select System Administration.
From System Administration, select Administration.
Select Workflow Configuration.
From Advanced Workflow, select your desired workflow.

Expense Email Configuration

Users can configure custom emails for the following stages of the expense workflow.

Needs Approval
Fully Approved
Denied
Needs Correction
Reminder
Canceled
Request Submitted

The frequency at which users will receive the emails is configured by the Global Email Settings.

The following variables can be used in the email configuration for Expense Emails.

Field	Details
_RequesterFullName	The requester's full name.
_ExpNo	Expense number.
_ExpType	Type of the Expense.
_FiscalYear	FiscalYear.
_CreateDate	The date when the expense was created.
_Duration	From start date to end date.
_Description	Expense Description.
_Destination	The city and state.
_Vendor	Employee Vendor number.
_Department	Department name.
_TotalReimbAmt	Total amount reimbursed for the expense.
_ApprovalComments	The comments entered when an approver completes the deny or needs correction action.
_URL	The link to the approval page.
_CrLf	Use this to designate newline characters if your browser does not let you enter them in the fields below.

Leave Request Email Configuration

Users can configure custom emails for the following stages of the expense workflow.

Needs Approval
Fully Approved
Denied
Needs Correction
Reminder
Canceled

The frequency at which users will receive the emails is configured by the Global Email Settings.

The following variables can be used in the email configuration for Leave Request Emails.

Field	Description
_EmployeeFullName	The employee's full name.
_EmployeeNo	The employee number.
_LeaveType	The leave type requested.
_LeaveDuration	From start date to end date.
_LeaveHoursDay	The leave hours, days or units requested.
_LeaveDescription	The notes for the request.
_PayCode	The pay code and description.
_BaseLocation	The base location code and title for the employee.
_ApprovalComments	The comments entered when an approver completes the deny or needs correction action.
_URL	The link to the approval page.
_LeaveReqURL	The link to the leave request page.
_CrLf	Use this to designate newline characters if your browser does not let you enter them in the fields below.

Requisition Email Configuration

Users can configure custom emails for the following stages of the expense workflow.

Needs Approval
Fully Approved
Denied
Needs Correction
Reminder
Canceled

The frequency at which users will receive the emails is configured by the Global Email Settings.

The following variables can be used in the email configuration for Requisition Emails.

Field	Description
_RequesterFullName	The requester's full name.
_ReqNo	Requisition number.
_LineNo	Line number of the requisition.
_Vendor	Vendor number for the requisition.
_VendorName	Vendor name for the requisition.
_ReqLineAmt	Amount of the requisition line.
_ApprovalComments	The comments entered when an approver completes the approve, deny or needs correction action.
_URL	The link to the approval page.
_CrLf	Use this to designate newline characters if your browser does not let you enter them in the fields below.

Termination Request Email

Users can configure custom emails for the following stages of the expense workflow.

Needs Approval
Fully Approved
Denied
Reminder
Canceled
Task Notification

The frequency at which users will receive the emails is configured by the Global Email Settings.

The following variables can be used in the email configuration for Termination Request Emails.

Field	Description
_RequestID	The termination request ID.
_RequesterFullName	The requester's full name.
_RequestedDate	The date the termination request was submitted.
_EmployeeFullName	The full name of the employee to be terminated.
_EmployeeNo	The employee number of the employee to be terminated.
_EmployeeType	The employee type.
_BaseLocation	The code and title of the base location for the employee to be terminated.
_JobClass	The code and title of the primary job class for the employee to be terminated.
_TermDate	The termination date for the employee.
_TermReason	The code and corresponding title for the employee's termination reason.
_LastDayWorked	The final date on which the employee was actively working before termination.
_ApprovalComments	The comments entered when an approver completes the deny action.
_URL	The link to the approval page.
_CrLf	Use this to designate newline characters if your browser does not let you enter them in the fields below.