2087467 - Email Notifications: Document Due and Late Notifications - BizX Platform

SAP Knowledge Base Article - Public

2087467 - Email Notifications: Document Due and Late Notifications - BizX Platform

Symptom

  • Overview on using document due and late notifications.
  • Document Due Notifications and Document Late Notifications are not being sent out for review forms.

  • Who gets the late notification?

  • Can I disable them for a specific template?

Environment

  • SAP SuccessFactors HCM Core
  • BizX Platform

Resolution

How to Enable and Disable Notifications

There are three places where these notifications could be turned off:

1: Form Template Settings:

  • Admin Center> Performance Management > Form Template Settings.
  • Select desired form template.
  • Make sure template is Enabled.
  • Check the following template settings (should be a number in each): Will apply to live forms
  • Default Due Notification Date (in days): #
  • Default Late Notification Date (in days): #

2. E-Mail Notification Templates Settings:

  • Admin Center > Company Settings > E-Mail Notification Templates Settings.
  • *Make sure the following notifications are enabled: Will apply to live forms
  • *Document Due Notification
  • *Document Late Notification

 

Note: You can modify the notification text using this tool.

3. Change User Email Notification:

A user or group of users' email notifications could be turned off in this tool. Check this if you have reports of specific users not receiving notifications.

  1. Admin Center > Update User Information > Change User Email Notification
  2. Look up user(s) to see if checkbox

 

Who will Receive Document Late Notifications?

Unlike the document completed notification where you can control the recipients via the Email Template > Recipients option (Manager Only; Manager and Employee; Manager, HR Rep. and Employee; Everyone in Routing Chain) the Document late notification will only be sent to a user when the documents in his/her Inbox is already late for completion.

 

Disabling Notifications Per Template

When enabled the notifications are going to be sent for all active forms and templates. You can however disable the notifications for specific templates. (Note you cannot disable for specific people or forms - only template level)

Go to Admin Tools and open your form template. Check the box for the notifications you want to disable for that template.

  • Disable Late Notification
  • Disable Due Notification
  • Disable Step Exit Notification

 

Controlling When the Document Due Notification or Document Late Notification is sent

This is done per template from Admin Tools. Select your template and open the advanced settings to set when the email will be sent.

 

Default Due Notification Date

Specifies the timeframe in which an email reminder notice is sent to a user in relation to the form's due date. This value also applies to Step Due Dates that you may enter for any step in the rating map associated with the form template.

For example, you can specify that a reminder notice is sent 7 days before the form is due.

Enter a number in this field. For example, enter 7 if you want the reminder email notice sent 7 days before the form is due

Example: Your form template has Default Due Notification Date (in days): “7”
The route map associated has a step due of 17th
 
(of the month)
The Form Due date was set for 20th
(of the month)

You will get a step due notification on the 10th  as well as a from due notification on the 13th if both these email notification types are enabled.

 

Change timing

Immediate, including existing forms.

Applies to

PM  360  Comp’ 

 

 

Default Late Notification Date

Specifies the timeframe in which an email notice is sent to a user informing them that the form is late.

The timeframe is determined in relation to the form's due date. For example, you can specify that a notice is sent 7 after the form was due.

Enter a number in this field. For example, enter 7 if you want the email notice sent 7 days after the form was due.

Change timing

Immediate, including existing forms.

Applies to

PM  360  Comp’ 

 Timing Tips For Email Notifications

There can be much confusion as to the actual time an email is sent and when it will be received by users. The following tips explain some common considerations.

  • Automated emails are sent out based on overnight cron jobs/batch jobs.
  • Can you control the specific time of emails? No. Most jobs are run for all clients via our quartz servers based on system defaults with no eand user control.
  • Emails are sent once and once only! if it is missed today for any reason, then the system will not send another one tomorrow to catch up or account for missed emails. if you needed emails to go out on consecutive days then you would need to adjust your due or late days every day.

For more information on the timing of emails please see: ~ Email Notifications: Timing Tips For Email Notifications

Changing the Due Dates For Live Forms

If you are actually needing to change the due dates on your forms to a later or earlier date then please see these solutions:

 

Keywords

KBA , sf email notifications , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions