WebCenter - Notification Service

Overview

To improve the stability of email delivery in WebCenter, and to support future enhancements to our notification capabilities, TempWorks is introducing a new cloud-based Notification Service.

*Note* The Notification Service within WebCenter is not available for Self-Hosted clients.

*Note* The new Notification Service continues to utilize existing Notification Events that are configured within WebCenter.

Instructions on how to setup Notification Events are included further within this article.



Pre-Requisites

The following are required to be setup with the Notification Service in WebCenter:

  • Complete the setup and verification of a Registered Domain within Beyond by following the steps outlined within the Beyond - Notification Service article.
  • Complete the setup of your Mass Mailer account utilizing the newly Registered Domain in Beyond by following the steps outlined within the Beyond - Mass Mailer Account Setup article.

Once the above steps are completed, the WebCenter configurations are able to be enabled.

*Note* In the event the above pre-requisites have not been completed before enabling the configurations within WebCenter, notification routing through the new Notification Service will not function.



Enabling Notification Service Configurations

With the introduction of the Notification Service within WebCenter, new WebCenter configurations have been added that will need to be enabled based on your business needs:

  • Notification Email Routing
  • Notification Service: From Address

Notification Email Routing

This configuration controls how WebCenter notification emails are sent.

Within WebCenter Administration, navigate to "Config" > "Notifications" > "Notification Email Routing":

  • When: "WebCenter Application Name"
  • Is: The name of the Entity you are updating the configuration within
  • Use: "Notification Service"

Selecting the "Notification Service" option will allow for WebCenter notification routing through the new Notification Service.

*Note* Setting this configuration to "Notification Service" will not remove any prior SMTP notification configuration settings but instead updates the routing of the notifications.


Notification Service: From Address

This configuration allows Administrators to define which mass email address should be used for WebCenter notifications.

Within WebCenter Administration, navigate to "Config" > "Notifications" > "Notification Service: From Address":

  • When: A filter can be selected, if needed. Otherwise, this can be left blank in the event the email address will be applicable for all record types
  • Is: The value entered is dependent on the filter selected within the "When" dropdown
  • Use: The email addresses listed within the dropdown are based on what has been setup within Beyond for the mass mailer and what is accessible by the user that is currently logged into WebCenter Admin.

Once the Notification Service configurations have been enabled within WebCenter, the standard notification events can be configured to your business needs.



Enabling Notification Events

WebCenter has a number of notification events that you can enable or disable for users. 

*Note* Please keep in mind that enabled notifications can be turned off by the individual employee or customer contact.

More information can be found within the following articles:

Notification events are found within WebCenter Admin > Config > Notifications:

For each Notification Event, you can create a rule to enable or disable it. The default setting will be listed next to the event name. 

  • True: Notification Enabled
  • False: Notification Disabled

Example Rules

Enable a Notification for the Entire Application:

The "WebCenter Application Name" option allows you to change the default to True in this case. 

Enable a Notification for a Specific Branch: 

List of Notification Events
Notification EventDescriptionDefaultEmail Recipients
Added Order CandidateSent when a candidate is added to an order through the Job Board, WebCenter, or EnterpriseFalseBranch, Contact
Candidate MessageSent when there is a candidate for a customer to reviewFalseBranch
Candidate To ReviewSent when there is a candidate for a customer to reviewFalseContact
Create Order RequestSent when a customer contact submits a new orderTrueBranch, Contact
Customer Order Status ChangeSent when an order status has been changedFalseContact
Customer Update Candidate StatusSent when a customer contact changes a candidate statusTrueBranch
Employee Accept OrderSent when an employee accepts an orderTrueBranch
Employee Update AddressSent when an employee updates their addressTrueBranch
Enable Emails for Automatic TimeCard ApprovalEmails when system automatically approves a timecard (if TimeCard Approval is disabled, this will have no effect) TrueEmployee, Contact
Evaluation Assignment FinishedSent when an assignment endsFalseEmployee, Contacts
Evaluation Thank YouSent when a user completes the evaluationFalseContact, Employee
EW2 InviteSent to invite an employee to sign up for electronic W-2s - this requires help from the TempWorks support team to set upTrueEmployee
HR Order DistributionSent to HR Contacts on an order when a candidate status changes to s-HRnotifyFalseContact 
Order Request ApprovedSent when a customer contact approves an order requestTrueContact
Order Request Notifications to Account ManagersSends Order Request notifications to Account Managers instead of to the BranchFalseAccount Manager
Order Request RejectedSent when a customer contact rejects an order requestTrueContact
Order Request ReviewSent when a customer contact submits an order request and another customer contact needs to review (see Configuring WebCenter Order Requests for more info) TrueContact
Password RequestSent when a user requests to change their passwordTrueApplicant, Contact, Employee, Service Rep, Vendor Contact
TimeCard Approved Sent when a timecard is approvedTrueContact, Employee
TimeCard RejectedSent when a timecard is rejectedTrueContact, Employee
TimeCard SubmittedSend when a timecard is submittedTrueContact, Employee
Update Candidate StatusSend when a candidate status is updatedFalseVendor Contact
User Message Service RepSent when an employee, contact, or vendor sends a message from WebCenter. Will show/hide the option for Employees, Customer Contacts, or Vendors to message a service rep from WebCenterTrueService Rep
Vendor Order DistributionSent when a service rep sends a vendor an order from EnterpriseTrueVendor Contact
Vendor Order Status ChangeSent when a vendor accepts or rejects an order or the order status is changed by a service rep in EnterpriseFalseBranch, Vendor Contact
W2 PostedSent when a W2 has been posted and is availabe to be viewed in WebCenterTrueEmployee
WebCenter Invitation For CustomerSent when a customer contact or vendor is given WebCenter login credentials by a service rep in EnterpriseTrueContact, Vendor Contact
WebCenter Invitation for EmployeeSend when an employee is given WebCenter login credentials from a service rep through EnterpriseTrueEmployee

Once the Notification Events are configured, you can modify the WebCenter email templates to include specific information related to the notification events.



Modifying Email Templates

Each email notification has a default email template that will determine what the email looks like to the recipient. You can customize these email templates to work best for your processes. 

Navigate to WebCenter Admin > "Email" to see all available email templates:

You can select a recipient along the top to see only email notifications related to that recipient:

If you have multiple Entities with separate HRCenter/WebCenter options, you can select the entity along the left:

For each notification template, select details to open up more options including editing and copying templates:

Customizing an Email Template

Each notification event will have a default template that you can view but not edit:

To create your own email template, select the "Copy" option & select "Edit" on the new copy to change or update the template:

Each template will have the following:

  • Title
  • Description
  • Subject
  • Body

You can utilize the formatting options to customize what the format will look like for the email:

You can add and edit a table using the table options:

You can enter dynamic fields that will change. For example, "FirstName" and "LastName" will be different for each recipient or "Year" will be different based on the date (each template may have different dynamic fields):


Once you have made changes and chosen "Save", you will need to select the template you want to use: 

*Note* For each notification type, only one template can be used. 

Changing Email Templates Based on Recipient

Even though you can only have one template per notification type, there are still options if you want to personalize an email for an employee, customer contact, branch, etc. 

For example, the template for "Register New User" may be different for the employee and the branch.

You can use the dynamic fields "If--IsEmployee", "Else---IsEmployee", and "EndIf--IsEmployee": 

First use the "If--IsEmployee" field before the template you would like to use for the employee. This field says everything after "If--IsEmployee" and before "Else---IsEmployee" will be what the employee is sent via email: 

After you have made your template for what the employee should see, enter "Else---IsEmployee". This says for anyone not an employee, use the following information. Then create the template as you want the Branch (or not employees) to see: 

The last step is to enter the "EndIf--IsEmployee". This signifies that the template ends here and wraps things up.

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