Explaining Email Notifications

Objectives

After completing this lesson, you will be able to:
  • Describes how to manage communications with SAP SuccessFactors.
  • Explain the various email notification options.

Event-Triggered versus Administrator-Triggered Notifications

This section describes how to manage communications with SAP SuccessFactors users using the system.

Email notifications are either triggered by an automatic system response or triggered by an administrator.

Event-Triggered Notifications

These are automatic messages triggered by an event, for example, when a form is moved from one person to another. These notifications are sent by your system and occur without administrator interaction.

Administrator-Triggered Notifications

An administrator sends these notifications. For example, the Send Welcome Message is a notification that an administrator triggers.

Email Notification Templates

Email notifications are based on templates. Administrators can turn event-triggered notifications on or off and edit the signature, message body, and other options associated with the notifications.

Administrators can update the message in notification emails by editing the text in the email body. Click an email template link to view and edit the details of the email template. It is also possible to create separate email bodies using a form template for any form-based notification (for example, the Document Routing Notification).

These screenshots show the Admin Center 'E-Mail Notification Templates' screen and an example of an open email template to view or edit.

Welcome Email

To send an on-demand (administrator-triggered) email notification from the Action Search, administrators can go to Send User Welcome Email. The Send System Message Email Notification page opens.

The default email message displayed here is based on the Welcome Message template found in E-Mail Notification Templates Settings.

You can modify the email notification options to include the information you need to send to your users each time, or the default message may be modified within E-Mail Notification Templates Settings.

These notifications can be sent to individuals, groups, or the entire active user base. To send a system message to a particular user, click the Send system message by user link at the top of the page.

This screenshot shows the 'Send System Message Email Notification' template from Admin Center.

User Notification Email Options

Administrators can choose not to allow users to turn email notifications on and off.

If users have permission to select their email notification preferences, they will go to Settings under the Name menu. If enabled, users can decide if they want to receive SAP SuccessFactors email notifications.

Users can turn their email notifications on or off by going to the Name menu, selecting Settings, and clicking Notifications. Then, they can select the email notification option that they prefer.

If a user chooses not to receive email, this applies to all SAP SuccessFactors notifications.

This screenshot shows the system Email Notification Settings.

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