Completion Trigger Email Notification and Home Page Card for Custom Task (Exit Questionnaire)

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Trigger Email Notification for Custom Task

First of all, you should create a custom email notification in Manage Document Template page.

Create a Document Generation Group such as below.

Then, create Document Generation Group such as below. Please duplicate template once you create first language. And do not forget add the group you created before.

You can go to offboarding dashboard on another tab, copy link and insert your template content.

After creation email notification content, go to Manage Organisation, Pay and Job Structures page. Create a new workflow. Add only CC role for email notification. You can create a group in Workflow Groups page and add to workflow. You can set as below.

Go to Business Rules page and create a new MDF rule. Choose your custom task MDF and set purpose as workflow.

Click always true and trigger workflow you created. Then add this rule under of your MDF save rules category.

Once employee saved exiting questionnaire in offboarding module, CC Roles in workflow will be notified about it. You can create different groups and different workflows and customize your rule according to groups. For example, every division HRBP can get notified about only same division employees. It depends on your decisions.

Trigger Home Page Card for Custom Task

You can follow same steps with Email notification. Just do different workflow such as below.

Add your group to Step 1 approver. Do not add to CC role, otherwise they will be notified email again.

Create a new alert message in Manage Data. The create an alert rule for custom MDF.

Add this rule under of your MDF post save rules category.

Once employee saved exiting questionnaire in offboarding module, approvers in workflow will be see Home Page Card about it. You can customize receivers according to your requirements. 

Alert Message -> Home Page Card
Document Template -> Email Notification