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Administrator Guide
Last Updated: 2024-03-08
Example: Create Alerts for Not Fully Vaccinated Workers

Example: Create Alerts for Not Fully Vaccinated Workers

This example illustrates how to set up an alert based on the vaccination status of workers.
You’re managing the return to office for your workplace. You want to remind workers to complete their COVID-19 vaccination. You configure a monthly alert that routes to My Tasks of not fully vaccinated workers.
Set up vaccination tracking. Create a
Vaccinated
 status for COVID-19 vaccine types. Mark it as
Fully Vaccinated
.
Configure the
Add Vaccination
 business process.
Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
  • Report Tag Management
  • Notification Alerts
  1. Access the
    Create Custom Report
     task.
  2. Enter these values:
    Option
    Description
    Report Name
    Workers Not Fully Vaccinated
    Report Type
    Advanced
    Optimized for Performance
    Clear the check box.
    Data Source
    Workers for HCM Reporting
  3. Click
    OK
    .
  4. Select
    All Active Workers
     for the Data Source Filter.
  5. Select these values in the first grid on the
    Columns
     tab:
    Business Object
    Field
    Options
    Worker
    Worker
    Worker Indicator
  6. Access the
    Filter
     tab.
  7. Select these values in the
    Filter conditions for filtering on instances
     grid:
    And/Or
    Field
    Operator
    and
    Fully Vaccinated
    is blank
  8. Access the
    Prompts
     tab.
  9. Select these values in the
    Prompt Defaults
     grid:
    Field
    Default Type
    Default Value
    Do Not Prompt at Runtime
    Vaccine Type Parameter
    Specify default value
    COVID-19
    Select the check box.
  10. Click
    OK
    .
  11. Access the
    Configure Alert
     task.
  12. Select
    Workers Not Fully Vaccinated
     for the Report Name.
  13. Select
    Monthly Recurrence
     for the Run Frequency.
  14. Click
    OK
    .
  15. Enter
    Alert for Not Fully Vaccinated Workers
     for the Request Name.
  16. Select
    General Notifications
     for the Notification Type.
  17. Select these values in the
    Alert Configuration
     tab:
    Section
    Field
    Description
    Included Task
    Task
    Add My Vaccination
    Recipients
    Groups
    • Employee As Self
    • Contingent Worker As Self
    Subject
    Notification Subject
    Update Your Vaccination Status
    Body
    Introductory Comments
    We are reaching out to you regarding your vaccination status.
    Body
    Details
    In the
    Text
     field, enter
    As we return to an in-person environment, we are asking all workers to be vaccinated. Please add your vaccination details.
    Body
    Concluding Comments
    Thank you for doing your part to keep our workplace and our customers safe.
  18. Access the
    Schedule
     tab.
  19. Select these values in the
    Monthly Recurrence Criteria
     section:
    Option Description
    Every Month
    Select the check box.
    Day of the Week
    First Monday
    Start Time
    4:00 AM
    Time Zone
    GMT-08:00 Pacific Time (Los Angeles)
    Catch Up Behavior
    Run Once
  20. Select these values in the
    Range of Recurrence
     section:
    Option Description
    Start Date
    03/01/2022
    End Date
    01/01/2023
Workday:
  • Displays the alert in the
    Process Monitor
     report as an
    Alert Job
     process.
  • Sends the alert to all workers who don't have the
    Vaccinated
     status.
Access the
View Alerts
 report to view defined configurable alerts.