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Administrator Guide
Last Updated: 2024-03-08
Example: Create and Send Alerts for Benefit Changes

Example: Create and Send Alerts for Benefit Changes

You can create a notification reminding employees they must complete their benefit enrollment.
In this example, we demonstrate how to create and send a reminder task to My Tasks for the new employee.
  1. Access the
    Create Alert Rule
     task.
  2. Select
    Change Benefits for Life Event
     in the
    Business Process Type
     prompt.
  3. As you complete the task, consider:
    Option Description
    Description
    New Hire Enrollment
    Source External Field or Condition Rule
    Enrollment Type
    Relational Operator
    Any in the selection list
    Comparison Type
    Value specified in this filter
    Comparison Value
    New Hire
  4. Access the
    Schedule Task Alert Notifications
     task so the employee can receive the email alert.
    1. Include the
      Change Benefits for Life Event
       business process and the New Hire Enrollment alert rule.
    2. Add the message for the employee.