🚨 Configuring and using alerts

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The goal is to: 

• Manage your Reminders/To Do
• Monitor your Candidates, HR activity, Opportunities, Projects, Orders and/or Invoices
• Be alerted for end dates of probationary periods, ending HR contracts, invoices due today, 
• And much more! 🥳

Alerts are issued to users by two different means 

By email

Depending on the configuration set up for your alert reports (daily or weekly), you will receive your alerts on the specified days and at the desired time, to the email address provided on your card.

Directly from the interface

From the Dashboard, you have access to all your alerts. 

Administration Advanced Settings > Alerts

A default configuration of Alerts is provided to you.

However, you have the ability to review the suggested configuration on existing alerts and to create new ones.

Configuring alert reports

You can configure: 

1. Days when your daily and weekly reports are sent
2. Hours at which your daily and weekly reports are sent

Daily alerts

Daily alerts for alerts with an "urgent" aspect such as: 

• "Reminder" actions to be dealt with / something important to do
• Validating a timesheet, an expense note or an absence request

Weekly alerts

Weekly alerts for alerts with a "less urgent" aspect such as:

• Monitoring candidates, resources, opportunities, projects, orders and invoices cards 
• Being alerted of inconsistencies/warnings found on the tool (resources without an HR contract, end date of a contract coming soon, projects without an order, unprocessed billing deadlines, overdue invoice payment dates, etc.)

Configuring alerts

Creating an alert

1. Choose the relevant module for which you want to create an alert.
2. Select an alert related to this module.
3. Provide a certain number of variables: period, type, state, etc.
4. Choose the alert reports: daily, weekly, both, none.

Modifying an existing alert

It couldn't be simpler 😊.

If you want to modify a default-configured alert, simply click on it, make the desired changes, and you're good to go. 🥳 

Explanation of alerts configured by default

• No Action of type "Interview" was created for more than 15 days for candidates whose stage is "Creation" 
  The goal of this Alert is to encourage you to have an interview with your candidates whose stage is "Creation" and to, of course, create an "Interview" action to keep history. 
• Resources "Archived" with an active intranet
  The goal of this alert is to make sure that all of your archived resources may no longer log in on their former intranet account!
• Resources whose state is "Current" having no HR contract  
  The goal of this Alert is to warn you that there are resources for whom you haven't yet created an HR contract in the "Administrative" tab of their card!
• Resources "Archived" with no HR contract end date
  The goal of this Alert is to warn you that there are resources with an "Archived" state for whom you haven't set an end date in their HR contract (Resource card Administrative tab)
• HR contract ending soon
  With this alert, you will be proactive in your offboarding process.
• Projects ending soon
  The goal of this alert is to notify the project manager that the project(s) is nearing completion and that either a new order needs to be sought or the consultant(s) need(s) to be re-staffed.
• Orders with no billing details
  The goal of this alert is to notify the order manager that they need to create billing details and to indicate them on the order.
• Projects whose state is "Current" with no order "Not Archived"
  The goal of this Alert is to warn the managers of projects that there is no "Current" order in their "Current" projects.
• Invoices whose states are "Recover 1" and "Recover 2" with no action of type "Comment" for more than 15 days
  The goal of this Alert is to encourage the managers of invoices to monitor them!
• Orders whose state is "Current" with no billing details
  The goal of this Alert is to warn the managers of these orders that there are no billing details in order not to send incomplete invoices!
• Ordered turnover different from schedules amount
  The goal of this Alert is to warn the managers of orders with a "Schedules" type that the total of scheduled bills of this order do not match the total amount of "Ordered turnover"!
• "Invoices with "Creation" and "Transmitted to the Client" states whose payment date is past more than 20 days"
  The goal of this Alert is to warn the manager of these invoices that the payment's due date has passed and that they either need to change the state to "Payed" or that they need to contact the client for a reminder (Recover 1).
• Billing schedules pending processing
  The goal of this Alert is to warn the managers of orders with a "Schedules" type that billing schedules have not yet been processed for more than 5 days!

Dashboard > Alerts tab > Configuration button

You can then: 

1. Configure alert reports 
2. Modify alerts provided to you by your administrator
3. Create new alerts
4. Modify the display order of alerts using the drag and drop feature

Configuring alert reports

You can configure your daily and weekly alert reports.

For each of these reports, two options are available to you:

• Keep the default configuration, defined in the Administration 
  (In case of need, a tooltip informs you of the configuration made)
• Customize your reports
  • Days when your daily and weekly reports are sent
  • Hours at which your daily and weekly reports are sent (adapted to the time zone selected in the resource card configuration)

Creating an alert

Simply scroll down the configuration page and click on Create an alert.

1. Choose the relevant module for which you want to create an alert.
2. Select an alert related to this module.
3. Enter a number of variables: period, type, status, etc.
4. Choose the alert reports: daily, weekly, both, none.

Modifying an alert

It couldn't be simpler 😊.

If you want to modify an alert, simply click on it, make the desired changes, and you're good to go 🥳.