Book Index

Customizing Leave Management Emails

Quadrant can automatically send emails to pre-defined recipients when certain actions are performed in Leave Management, for example, when a leave request is submitted or approved. Managers with sufficient security access rights have the ability to customize the layout and contents of the email templates.

The Leave Management email templates are divided into two types:

Type

Template name

Leave Request

New Leave Request – Notifies the employee that their leave request has been received.

Approve Leave Request – Notifies the employee that the request has been approved.

Deny Leave Request – Notifies the employee that the request has been denied.

Modify Leave Request – Notifies the employee that the request has been modified.

Cancel Leave Request – Notifies the employee that the request has been cancelled.

Delete Leave Request – Notifies employee that the request has been passed on to another manager for action.

Leave Delegation

Create Delegation Period – Notifies approvers of the timeframe they will have to approve leaves on behalf of the primary approver.

Update Delegation Period – Notifies approvers about changes to the delegation period.

End Delegation Period – Notifies approvers that the delegation period has ended.

Delete Delegation Period – Notifies approvers that the delegation period has been deleted.

Transfer Ownership of Leave Requests – Notifies approvers that ownership of a leave request has been transfer to them.

In This Section

To modify an email template

See Also

Transferring Ownership of a Leave Request

Delegating All Leaves

Managing Delegation Periods

Manager Search Dialog
To modify an email template
  1. Log on to Quadrant Self Service as a Manager.
  2. Click the Config menu item, and then Emails on the shortcut menu that appears.
  3. Select Leave Management from the Module list box.
  4. Select an email type.

    leaveemails

  5. Select a token for the Subject line (Optional).
    The Leave Management email functionality gives you the option of selecting a token to add a subject line to the email. The subject line is limited to 255 characters in Outlook. If the token selected creates a subject line that is longer than 255 characters, it will be truncated.
  6. Edit existing text or tokens, or add new content in the Message Body pane.
    Any of the tokens on the pre-configured layout can be removed or replaced with new ones. Any of the text can be changed or new text added to the layout, simply by placing the cursor and typing.
  7. To view the layout as HTML, click the HTML button. By default, the Emails page open in Design Mode, and the content in the Message Body pane is WYSIWYG.
  8. Click Save to save changes made to the template.
    When a change has been made to a template, the Save button is enabled.