How can I send a notification for an upcoming approved time off request for an employee?
In order for a notification to be sent for an upcoming time off request for an employee, you can use a "Task List" with the ‘anchor event’ for the relevant time off policy. This anchor event is anchored to the request date for the employee.
You can then set up an email task to be sent out notifying that there is an upcoming time off request. It will trigger in relation to the leave request date of the employee.
To set up the task list:
- Tasks
- Task Lists Settings
- +Add New
- toggle on ‘Add scheduling’
- select the specific time off policy as the anchor event
Then create an email task to be sent to the appropriate employee.
You can set the email to be sent "X" number of days before, after or on the time off request date
