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Batch Process

Description

Batch Catalog section

Email Trigger

The Email Trigger batch job performs two functions: it reads and processes Email Triggers, and it reads and processes Email Reminders and Notifications.  Email Triggers are a scheduling device that allows events or jobs to create future email messages. These messages use Email Templates and feature user- or employee-specific text. The recipients of the email can be pre-defined, or can be determined at processing time using some sort of employee grouping.

Email Reminders allow payroll and benefits administrators to automate notification to employees who have not submitted their timesheets or benefits enrollments by a specified deadline.

The Email Triggers batch job should be run once a day. When the Email Triggers job runs, it looks to the Email Trigger table. Any triggers of which the Maturity Date is on or before the current System Date are picked up for processing. The Email Trigger job determines the recipient roster (including any dynamically specified recipients), populates the message template with the proper information, and sends emails to the intended recipients. It is possible to specify an alternate processing date if the current System Date is not desired, through the use of a job parameter.

The Email Triggers job sends emails to employees who have not satisfied the Reminder’s condition, such as the submission of a particular transaction. When the Email Agent batch job processes reminders, it uses the Reminder’s Start and End Dates along with the Reminder Set Number to determine which Reminders are relevant. Then, it determines which employees are applicable to the selected Reminders. The job then searches the desired transaction table to determine which employees are missing transactions, such as a timesheet for the current pay period. After compiling a list of the employees who are missing transactions (transactions must be in Submitted status to be counted), the Email Agent Triggers process populates a template, as designated on the Reminder, and emails each employee with a message reminding them to submit the transaction.

For any Performance Journey related email and alert triggers, the batch job looks at the Evaluation (EVAL) transactions in Draft status. The configurations on the Email Reminders and Notifications page and Notifications tab on the Performance Type are referred, to trigger the reminders. The processing is not based on Evaluation information, but based on Employee selected based on the selection criteria. For employees filtered, the batch job looks at any Evaluation status related reminders, any relevant 360 feedback pending reminders, any review pending reminders and reminders for any conversations linked to Evaluations which are pending and upcoming.

It can be also used to send reminders to Evaluators about the past due check-ins or conversation touch points that are not linked to any evaluations (the setup is driven from EMRM).

For more information on the Email Trigger job, refer to the CGI Advantage On Request Processing Run Sheet Guide.

On Request Processing