Onboarding automatically sends email notifications at different points in the onboarding process. A library of system-delivered alerts and reminders is available that can be customized based on your company’s communication preferences.
Navigation: Settings > Notifications
Notification Library
- To create an Alert, Scheduled Reminder, or Welcome Email, select the Add button.
- To customize a notification, select the notification Title and make necessary modifications.
- To activate a notification, select the Actions menu, then select Activate.
- To deactivate a notification, select the Actions menu, then select Deactivate.
Note:
- The following notifications are essential to the Onboarding process and cannot be deactivated: Welcome Email, Consent Withdrawal, Mentor Assigned, New Hire Tasks Completed, Provisioning Request, and Provisioning Summary.
- Activation changes made to notifications will take effect the following day.
Advanced Settings
The Global Email Settings and Category List are configured at the Advanced Settings tab.
- Enter the Sender Name and Email Address to be used as the default when "Other Sender" is not specified.
Note:
If your organization went live with UKG Pro Onboarding after November 1, 2022, the sender Email Address field is not available.
- To add a category, select Add Category. Up to 10 categories can be created to structure notifications into groupings to improve searchability.
Alerts
The following system-delivered alerts are available in the
Notification Library:
- Assign Authorized I-9 Reviewer – Sent to the authorized reviewer's email address.
- Assign Onboarding Owner
— Sent to an assigned email address when a new hire is ready to start the Onboarding process but does not have an Onboarding owner assigned. This notification is enabled for all Onboarding processes.
- Consent Withdrawal – Personal Data
— Sent to the Onboarding owner when a new hire withdraws personal data consent.
- Employee Number Allocated
— Sent to the Onboarding owner anytime an employee number is allocated for a hire.
- I-9 Correction Completed – Authorized Reviewer
— Sent to the authorized Form I-9 reviewer's email address. If the email address is no longer valid, then the alert is sent to the Onboarding owner.
- I-9 Correction Completed – Onboarding Owner — Sent to the new hire's Onboarding owner once the new hire has made the necessary changes to their Form I-9.
- I-9 Correction Requested
— Sent to the new hire when their Onboarding owner requests that changes be made to their Form I-9.
- Mentor Assigned
— Sent to the assigned mentor when a new hire indicates they are interested in being mentored.
- New Hire Assigned
— Sent to the Onboarding owner when a new hire is initially assigned and ready to start the Onboarding process.
- New Hire Bulk Assignment — Sent when more than one new hire is assigned to an Onboarding owner. Two options are available for emails: count or names of assigned/reassigned new hires.
- New Hire Edited — Sent to a new hire when an Onboarding owner edits the new hire, bringing them back to the Initial Review step.
- New Hire Tasks Completed
— Sent to the Onboarding owner once the new hire has completed their Onboarding tasks.
- Provisioning Request
— Sent to the identified person for each provisioning item that an Onboarding owner selects when launching a new hire.
- Provisioning Summary
— Sent to the identified person with a summary of the provisioning items selected by the Onboarding owner when launching a new hire.
- Re-Assigned Onboarding Owner
— Sent to the newly assigned Onboarding owner whenever the new hire is reassigned.
- Welcome Email
— Sent to the new hire when they are launched by their Onboarding owner.
Scheduled Reminders
The following system-delivered reminders are available in the
Notification Library:- Bring Form I-9 Eligibility Documentation
- Sent to the new hire when they have not yet completed Form I-9 tasks.
- By default, a reminder is sent out three times if necessary – 10 days, 3 days, and 2 days before the start date.
- Form I-9 Section 2 Incomplete
- Sent to the Onboarding owner when the new hire has completed Form I-9 Section 1 step. Form I-9 must be submitted within three business days from the new hire's start date.
- By default, a reminder is sent out twice if necessary – 3 days before the start date (if in Final Review Status), and 1 day after the start date.
- New Hire Tasks Incomplete
- Sent to the new hire when they have not yet completed their Onboarding tasks.
- By default, a reminder is sent three days before the start date if necessary.
- Reverification Expiration
- Sent to the Onboarding owner as a reminder for employees that have expiring Employment Documents and/or Receipts within 90 days or less.
- Submit to E-Verify - Draft Status
- Sent to the Onboarding owner when a new hire’s E-Verify record is still in the Case Draft status and not been submitted for processing.
- By default, reminder will be sent twice if necessary – on the start date, and 3 days after the start date.
Notification Overview
The following table displays the available options for each alert and reminder.
Notification |
Is the content of the notification editable? |
Is the recipient of the notification editable? |
Can you set the schedule for the notification? |
Can you assign the notification to processes and qualifiers? |
Can you activate or deactivate the notification? |
Can you create a draft or remove the notification? |
Assign Authorized I-9 Reviewer |
Yes |
No |
No |
No |
Yes |
No |
Assign Onboarding Owner |
Yes |
Yes |
No |
No |
Yes |
No |
Bring Form I-9 Eligibility Documentation |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Consent Withdrawal - Personal Data |
Yes |
No |
No |
No |
No |
No |
Employee Number Allocated |
Yes |
Yes |
No |
No |
Yes |
No |
Form I-9 Section 2 Incomplete |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
I-9 Correction Completed - Authorized Owner |
Yes |
No |
No |
No |
Yes |
No |
I-9 Correction Completed - Onboarding Owner |
Yes |
No |
No |
No |
Yes |
No |
I-9 Correction Requested |
Yes |
No |
No |
No |
Yes |
No |
Mentor Assigned |
Yes |
No |
No |
No |
No |
No |
New Hire Assigned |
Yes |
Yes |
No |
No |
Yes |
No |
New Hire Edited |
Yes |
No |
No |
No |
No |
No |
New Hire Tasks Completed |
Yes |
No |
No |
No |
No |
No |
New Hire Tasks Incomplete |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Provisioning Request |
Yes |
No |
No |
No |
No |
No |
Provisioning Summary |
Yes |
No |
No |
No |
No |
No |
Re-Assigned Onboarding Owner |
Yes |
No |
No |
No |
Yes |
No |
Reverification Expiration |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Submit to E-Verify - Draft Status |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Welcome Email - Add Custom |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Welcome Email - Default |
Yes |
Yes |
No |
No |
No |
No |