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Manager Toolkit Notifications
Manager Toolkit Notifications

Learn how to set up email notifications for specific Manager Toolkit actions to ensure HR is informed of critical updates.

Danny Slotboom avatar
Written by Danny Slotboom
Updated over 2 weeks ago

Overview

The Manager Toolkit Notifications feature allows you to assign a custom email address to each Manager Toolkit preset. This ensures that HR or other designated personnel are promptly notified when certain actions occur, such as:

  • A manager declines a new hire.

  • A manager fails to accept a new hire within 7 days.

Example
Imagine your HR department needs to monitor pending manager approvals for new hires. By assigning the HR email to the notification settings, HR staff can intervene promptly to reassign or follow up on unapproved new hires.

📌 Important:

  • Assign the notification email address to an HR representative for optimal oversight of new hire assignments.

  • Notifications help avoid delays in onboarding by ensuring the right people are informed about required actions.

Steps to set up Manager Toolkit notifications

→ Access the Manager Toolkit Settings

  1. Navigate to Manager Toolkit in the left-hand menu.

  2. Select the preset you wish to configure by clicking the menu icon in the top-right corner.

→ Assign a Notification Email Address

  1. Scroll to the 'Emails to custom recipients' section within the preset settings.

  2. Add the email address of the HR representative or team member responsible for managing new hire approvals.

→ Types of notifications

Choose when you want to be notified by selecting it in 'Manage Notifications'. You can choose from:

  • Manager Forwarded/Assigned New Hire Email: sent when a manager assigns or forwards a new hire to another manager or buddy.

  • Manager Not Taking Action Email: triggered if a manager does not take action (e.g., accept or decline a new hire) within a predefined timeframe, such as 7 days.

  • Manager Declined New Hire Email: when a manager declines a new hire, ensuring that the appropriate follow-up actions, like reassigning the new hire, can be taken promptly.

  • Manager Account Archived Email: sent when a manager's account is archived, indicating they are no longer active in the system.

→ Save Changes

  1. After entering the email address, click Save to apply the notification settings.

  2. Repeat these steps for any additional Manager Toolkit presets you want to configure.

→ Notification Workflow

The notification process works as follows:

  1. Triggered Event: A manager declines a new hire or does not respond within the 7-day window.

  2. Email Notification: The assigned email address receives a notification about the action.

  3. HR Follow-Up: HR staff reviews the situation and takes appropriate action, such as reassigning the new hire or contacting the manager for further clarification.

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