Configuring Direct Deposit notifications for missing Employees

A Direct Deposit notification is driven from a PrismHR Event entering ClientSpace after Direct Deposit information changes in PrismHR. A direct deposit event should always be associated with an Employee. In the event it is not (Import issues, for example), you can configure an Email Template to send a notification to a designated recipient, alerting them that the direct deposit was changed and a notification was not sent to an Employee.

To configure this email template, we recommend that you clone the Direct Deposit notification template, and then edit as follows. If you need assistance, please log an Extranet case.

To configure the notification:

  1. Go to System Admin > Email Templates.
    The Email Templates dashboard opens.
  2. Locate and select the entry for your organization's Direct Deposit and click Clone.
    The Add Email Template wizard opens to Step 1 Initial.
  3. Complete the following fields:

Template Code

Enter a unique template code that indicates the purpose.

Template Name

Provide a short, descriptive name for your template. Displays in the email template list.

Description

Edit the description to indicate the purpose.
  1. Click Next.
    The form for Step 2 Content opens.
  2. Edit the following fields:

Subject

Edit the Subject to indicate no employee was identified.

Body

Edit the Body to indicate no employee was identified.
  1. Click Next.
    The form for Step 3 Addresses opens.
  2. Click Add.
    A new row opens.

Source

Select Adhoc Email Address.

Type

Select To.

Address

Enter the email address for the designated recipient when no employee is identified. This is the person who will receive the notification.
  1. Click Next.
    The form for Step 4 Conditions opens.
  2. Add a condition for Employee Empty.

Source

Select PrismHR Event.

Field

Select Employee (fkEmployeeID).

Operator

Select Empty.

Label

Enter a label for this new condition, such as NoEmp.
  1. In Condition Expression, add an AND for the new condition. The following example uses AND NoEmp, where NoEmp is the Label for the condition Field=Employee and Operator=Empty.

  1. Click Save.
    The new template is published and displayed in the Email Templates list.