Follow the steps below to work with your Company Notifications.
A Company Notification is a message sent by email (or SMS) that is triggered by an event in Wurk, such as a new hire being added to the system, or a Cannabis Badge expiring. Your Administrator (and other authorized users) can edit and create these and configure when and why they trigger, and who they are sent to.
A Company Announcement, by contrast, is a message that can display in Wurk as a popup when the user first logs in (and or as on their dashboard), and is a more general announcement. Unlike Notifications, these are tied to users' Security Profiles. Your Administrator (and other authorized users) can edit and create these and configure who sees these at login and/or on their dashboard. Announcements are often used to ensure that employees get Company Documents.
1. From the main menu, search for Notifications and click the Notifications (Global Setup) search result (or navigate to Admin>Global Setup>Notifications).
This list typically shows the Enabled notifications by default. You can change the filter to show All if you want to see all notifications that have been created for your company. If you find one you need that is not enabled, you can edit it and turn it on.
2. To work with an existing notification, click the Edit icon next to it. The typical notifications included with your system are listed below, however, your company may have created additional ones.
|Type of Notification||Triggering Event||Message Title||Description|
|ACCOUNT||Checklist Created||Checklist Created - Onboarding||Notifies an employee that a Checklist has been assigned to him or her and is in the ToDos Inbox for completion (typically enabled if using Onboarding Checklists)|
|ACCOUNT||W4 Processed||W4 Processed||Notifies employee that his or her W4 form has been processed and added to his or her record|
|ACCOUNT||Credential Expiration||30 Day Credential Expiration||Alerts user that credential (such as Cannabis badge) expires in 30 days|
|ACCOUNT||Credential Expiration||60 Day Credential Expiration||Alerts user that credential (such as Cannabis badge) expires in 60 days|
|ACCOUNT||Password Reset||Password Reset||Alerts user that his or her password has been reset|
|ACCOUNT||Created||Account Created w/Login Instructions||Welcomes new employees to Wurk with login instructions and helpful links|
|ACCOUNT||Checklist Reminder||Checklist Item Reminder||Reminds employee to complete an item in a checklist|
|ACCOUNT||I9 Expiration||I-9 Expiration: 14 Days||Alerts employee and admins that the I9 form expires in 14 days|
|APPLICANT TRACKING||Applicant Opened Account||Applicant Opened Account||Welcomes an applicant to the Recruitment module|
|APPLICANT TRACKING||Applicant Applied For Job||Applicant Applied for Job||Notifies an applicant who has applied for a job in the Recruitment module that his or her application has been received|
|APPLICANT TRACKING||Applicant Password Reset||Applicant Password Reset||Notifies an applicant that his or her password has been reset|
|EASY BACKGROUNDS||easyBackgrounds Authorization Completed||Background Authorization Complete||Alerts admins that an applicant has authorized an easyBackgrounds check|
|EASY BACKGROUNDS||easyBackgrounds Authorize For Applicant||Applicant Background Check Authorization||Notifies employee that his or her W4 form has been processed and added to his or her record|
|EASY BACKGROUNDS||easyBackgrounds Authorize||Employee Background Check Authorization||Asks an employee to authorize an easyBackgrounds check|
|HR||Event Created||MasterTax Package Notification||Confirms for your Company Payroll Contact that a quarter-end tax packet has been uploaded to Wurk and is available for download.|
|PAYROLL||Payroll (Submit Date Based)||Payroll Submission Reminder- 3 Days||Reminds your Company Payroll Contact to finalize a payroll for a pay date coming in 3 days.|
|PAYROLL||Payroll (Submit Date Based)||Payroll Submission Reminder - 5 Days||Reminds your Company Payroll Contact to finalize a payroll for a pay date coming in 5 days.|
|VIRTUAL CODE AUTHENTICATION||VCA Settings Change Request||Authentication Change Approval||Prompts the designated admin to approve and verify Virtual Code authentication when an employee changes his or her login|
3. To create a new notification, click NEW NOTIFICATION. The next window lists all the preset notifications you can create. Scroll to find the one most like the notice you want to create and click the flag icon to select it. Notice how this list is much longer than the one above, which only showed the notifications that have been created for your company. Think of the notifications listed below as templates you can use to create new notifications.
The types of notifications you can work with (in the System column) are defined below.
•ACCOUNT – Contains notifications related to User Accounts, such as password expiration, anniversary dates, etc.
•ACCOUNT (INCIDENT) – Contains notifications for when an incident is created or closed.
•ACCOUNT (PERFORMANCE DEVELOPMENT) – Contains performance goal reminders.
•ACCOUNT (PERFORMANCE REVIEW) – Contains notifications for the multiple phases of the performance review process. (These notifications will only display if Performance Management has been enabled in the company.)
•ACCRUALS – Contains notifications for the Accruals module, such as negative balances and the ending of a waiting period.
•APPLICANT TRACKING – Contains notifications for when an applicant applies for a job, opens an account, has a custom form assigned, or resets a password.
•BENEFITS – Contains notifications for when benefit changes have been approved/rejected/submitted, as well as notifications for end dates regarding benefit/dependent benefit, and open enrollment ends.
•CHECKLIST ITEM REQUEST – Contains a Workflow notification.
•COMPANY SETUP – Contains notifications for additions/changes to bank accounts, benefit plans, company tax, cost center, deductions, earnings, time offs, and vendors
•CUSTOM FORM – Contains a notification for when an employee custom form has been created.
•EASY BACKGROUNDS – Contains notifications for when a background check is authorized or completed, or an authorization is granted.
•E-VERIFY – Contains a notification to inform users that an employee has completed E-Verify registration.
•FEEDBACK – Contains notifications related to the feedback process, such as when feedback has been added, status change, or comments added to feedback.
•HR – Contains notifications for when announcements or events are created.
•LEAVE OF ABSENCE CASE – Contains notifications for Entitlement Balance and Leave case exceeded.
•LEAVE OF ABSENCE REQUEST – Contains notifications for Approved, Rejected, and Requested.
•MARKETPLACE – Contains ACA notifications.
•POINTS – Contains a notification for when an employee accrues or loses points.
•SYSTEM – Contains notifications for when a new company document is created, or when a new system event is generated.
•TIME OFF REQUEST – Contains notifications when a time-off request is approved, canceled by an employee, changed, rejected, or requested.
•TO DO ITEM – Contains notifications for when a System or Company Administrator performs or deletes a ToDo item.
•VIRTUAL CODE AUTHENTICATION – Contains VCA Settings Change Request notification.
•WORKERS CLAIM – Contains a notification for new claims.
4. In the next window, create your notification and SAVE.
If you have SMS Integration with Twilio, you can also set whether the message will go out as a text message (for a small extra SMS fee) in the SMS Message area.
Once you select this option, an additional window displays where you set up the text message (example below).
What is SMS Integration with Twilio?
SMS Integration with Twilio is an add-on feature your company may choose to purchase from Wurk. It can help increase the adoption of the WurkMobile app, HCM ToGo, by enabling company announcements and notifications to go out to employees via SMS (text messages). If you wish to add this feature, contact your Wurk Account Manager. Once enabled, Administrators can set whether Company Notifications and Announcements go out as text messages in the SMS Message area (example below).
5. Your new notification will now display in the list of Company Notifications.