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How to edit Email Notification Setup for Planners?

This article outlines the steps for configuring automatic email notifications for planners when a new planning cycle begins. The next planner will receive an email notification without requiring administrative activation. Additionally, planners can toggle this setting on or off for each compensation cycle and customize the email subject and body.

Steps to Configure Email Notifications

Step 1: Access Notification Settings

  1. Log in to your planning platform.
  2. Navigate to the Settings section, found on the upper right on any comp cycle.

Step 2: Customize Email Content

  1. Go to the Email Customization section, located under the Notifications settings.
  2. Here, you can customize the Subject and Body of the email notification:
    • Subject: Enter a clear and concise subject line that reflects the content of the email (e.g., "New Planning Cycle Started").
    • Body: Write a personalized message that provides context and any necessary instructions for the next planner.

Step 3: Save Your Changes

  1. After making all the necessary adjustments, ensure to click the Save Email Customization or Apply Changes button at the bottom of the settings page.
  2. Confirmation should appear indicating that your settings have been successfully updated.

Step 4: Test the Notification

  1. To ensure that the email notifications work as intended, conduct a test:
    • Have a planner complete their planning and verify that the next planner receives the email notification.
  2. If there are any issues, revisit the settings to ensure everything is configured correctly.

Conclusion

By following these steps, planners can easily manage email notifications for their planning cycles. This functionality enhances communication and ensures that the transition between planning phases is seamless. If you encounter any issues or need further assistance, please contact your system administrator or refer to the troubleshooting section of the knowledge base.