E-mail Notifications and Alerts

OVERVIEW

A variety of e-mail notifications and alerts can be configured to be automatically sent to employees and managers. This functionality can be critical to business efficiencies when managers need to know when specific project time and cost targets have been reached, or when managers and employees are required to perform certain duties such as submitting or approving time and expenses.

 

Available E-mail Notifications include:

To help with getting time and expenses approved in a timely manner, two options are available when you want managers to receive e-mails when they have time to approve.

    1. Configure notifications so that managers receive an instant e-mail for each submitted time or expense sheet. (Details)

    2. Configure notifications to send one periodic (batch) e-mail containing summary information for all sheets awaiting their approval. (Details)

 

When a manager rejects time or expenses submitted by employees, there is usually a need to have the issue quickly resolved. By instantly sending e-mails to the employees, which alert them to the rejected time/expenses, both parties (approving managers and employees) can resolve any problems in an effective manner. (Details)
 

More than 20 project alerts can be configured to send e-mails when projects have reached predefined goal or target limits for time and/or costs. Some of the available triggers include being notified when:

Project has reached X% of budgeted time (or costs)

Project is over budget by X hours (or costs)

Project has exceeded X hours (or costs)

Project's actual time + ETC are over budget

Project Billable time has reached X hours

and more... (Details)
 

Assignment notifications inform the selected users about the projects and tasks that are assigned to them. (Details)

 

Incomplete Timesheet Notifications alert the users when their timesheets are incomplete based on a specified number of hours. (Details)

 

The Manager Incomplete Timesheet Notification alerts managers when employees have not completed their timesheets. (Details)

 

 

Automatic Reporting provides the ability to have reports automatically created and e-mailed to employees and clients on a one time or recurring basis. Reports can be e-mailed in PDF, Excel, RTF, CSV, etc. (Details)