Preloaded Alerts and Notifications

ClientSpace provides preloaded alerts and notifications through Email Templates and Workflow Channels.

ClientSpace provides the mechanics. However, the essence of the notifications is client-defined.

Email Templates

The following list presents ClientSpace Email Templates that are provided for you. These email templates require additional configuration to be functional for your organization. To learn more about Email Templates, see Email Templates: Basic Configuration.

Code	Name	Description	Type	Table Name
C19EETermResources	COVID-19 Terminated Employee Resources	List of resources to send to employees terminated due to COVID-19.	Email	gen_ClientServiceCase
C19ManagerInstructions	COVID-19 Manager Termination Instructions	Instructions for client manager when an employee is terminated due to COVID-19.	Email	gen_ClientServiceCase
CALEVENT	Calendar Event	Calendar Event Test. See Configuring calendar event notification template.	System	not applicable
CaseConfirm	Email to Case Confirmation	Email Reply Template. Confirms that a Client Service Case was created from Email Integration.	System	not applicable
CaseExternalNotify	External Case Notification	CSC External	Email	gen_ClientServiceCase
CaseInternalNotify	Internal Case Notification (Non-Critical)	CSC Internal	Email	gen_ClientServiceCase
CaseInternalNotifyCritical	Internal Case Notification (Critical)	Critical case change notification sent to Internal users.	Email	gen_ClientServiceCase
CRMNOTE	CRM Note	CRM Note	System	not applicable
CSCDISC	Client Service Case Discussion	Client Service Case Discussion wrapper for outgoing discussion. Sent to external recipient. See CSCDISC: Case Discussion Template.	System	not applicable
CSCDISCEMINT	Case to Email Reply	Message to external users when a discussion response has been posted to the thread. (EmailInttoCaseDisc). See CSCDISCEMINT: Case to Email Reply.	System	not applicable
CSCDISCNEW	CSC Discussion New Reply Notification	When external recipient sends message, this will be sent only to the AssignedTo user of the case. See CSCDISCNEW: Case Discussion New Template.	System	not applicable
CSCESC	Client Service Case Escalation	Email Template used when a Case is escalated.	System	not applicable
CSCRPLYMergeFields	Reply Template 1	List of Merge Fields	System	not applicable
EETerm	Employee Termination	Communicate an employee termination.	Email	gen_EmployeeEmploymentInformation
EmployeeStateTaxChange	Employee State Tax Change	Sends a notification when there has been an Employee State Tax change	Email	PrismHR Event
EmployeeFederalTaxChange	Employee Federal Tax Change	Sends a notification when there has been an Employee Federal Tax change	Email	PrismHR Event
INCIDENT	Incident System Template	Incident System Template	System	not applicable
PHRAutoImportOngoing	PrismHR Auto Import Ongoing	PrismHR Auto Import Notification - Ongoing Enabled	Email	gen_PrismHRImportAutomation
PHRAutoImportUser	PrismHR Auto Import Users	PrismHR Auto Import Notification - Completed	Email	gen_PrismHRImportAutomation
PHRDDNotice	Direct Deposit Activity Notice	Employee Direct Deposit Notification	Email	gen_PrismHREvent
PHREmployeeAddressChange	PHR: Employee Address Change	Employee Address Change Notification from PrismHR. See Configuring notifications for Employee email address changes.	Email	gen_Employees
PHREmployeeSSNChange	PHR: Employee SSN Change	Employee SSN Change Notification from PrismHR	Email	gen_Employees
PHREmployeeStatusChange	PHR: Employee Status Change	Employee Status Change Notification from PrismHR	Email	gen_EmployeeEmploymentInformation
PHREmploymentTypeChange	PHR: Employment Type Change	Employment Type Change Notification from PrismHR	Email	gen_EmployeeEmploymentInformation
PHRPayRateChange	PHR: Pay Rate Change	Pay Rate Change Notification from PrismHR	Email	gen_EmployeeEmploymentInformation
SalesUWReviewReady	Deal Ready for Underwriting	Send an notification when a deal is ready for underwriting and review.	Email	gen_ClientMaster
SubscribeCase	Notification to Case Subscriber	This notice goes to users who are subscribed to a case and notifications were not suppressed.	Email	gen_ClientServiceCase
SYS_CSPWD	ClientSpace Authentication Password Reset	Password reset, Auth Type = ClientSpace	System	not applicable
SYS_CSNEWUSER	New User Account Authentication	Sent to new User email address upon account creation. Available replace fields: {UserName} (Users.FirstName <space> Users.LastName) {LoginId} (Users.LoginID) {Company} (Users.Company) {AppUrl} (Url of the current site) {CreateDate} (Now, short date) {CreatedBy} (Users.CreatedByLogin) {luAuthenticationType} (Users.luAuthenticationType) {ProjectName} (ProjectName, if User is a ProjectUser) ** {InstallText} (?) {MailGUID} (Users.MailGUID) {AppName} - If not a ProjectUser, this field	System	not applicable
SYS_CSUSER	ClientSpace Authentication Username forgotten	Username forgotten, Auth Type = ClientSpace	System	not applicable
SYS_DAPWD	Domain Authentication Password Reset	Password reset, Auth Type = Domain	System	not applicable
SYS_DAUSER	Domain Authentication UserName forgotten	Username forgotten, Auth Type = Domain	System	not applicable
TFA	TFA Notification	TFA Notification	System	not applicable

Additional information is available in the topic Employee related alerts.

Workflow Channels

The following workflows are provided for you. These workflow require additional configuration to be functional for your organization. For more information, see Workflow Channels. Also, watch our video Learning how: Configuring Workflow Channels.

Channel Name	Dataform	Owner	Description
COVID-19 Termination	gen_ClientServiceCase	User, Developer	Trigger a workflow that spawns tasks: Terminate in payroll Coordinate final check Send offboarding paperwork Schedule exit interview Complete exit interview Send benefits continuation details Notify carriers of employee termination Restrict or disable login access Send state specific unemployment information Coordinate severance details Confirm receipt of signed severance agreement Confirm severance agreement is not revoked Disburse severance package Severance agreement denied or revoked
Employee Last Name Change	gen_Employees	User, Developer	Trigger a task when an Employee changes their last name.
Employee State Change	gen_Employees	User, Developer	Trigger a task when an Employee moves to another state.
Employee Termination	gen_EmployeeEmploymentInformation	User, Developer	Trigger a task when an Employee is terminated.
New Client Implementation	gen_ClientMaster	User, Developer	Trigger a workflow that spawns tasks for prep, implementation kickoff, systems setup, employee onboarding, benefits enrollment, payroll, and client transition.
New Hire	gen_Employees	User, Developer	Trigger a workflow that spawns tasks for background check and benefit setup.
PHR: Employee Address Change	gen_Employees	User, Developer	Trigger a task when a PrismHR Employee's address changes.
PHR: Employee Pay Rate Change	gen_EmployeeEmploymentInformation	User, Developer	Trigger a task when a PrismHR Employee's pay rate changes.
PHR: Employee SSN Change	gen_Employees	User, Developer	Trigger a task when a PrismHR Employee's SSN changes.
PHR: Employee Status Change	gen_EmployeeEmploymentInformation	User, Developer	Trigger a task when a PrismHR Employee's status changes.
PHR: Employment Type Change	gen_EmployeeEmploymentInformation	User, Developer	Trigger a task when a PrismHR Employee's employment type changes.
Underwriting Approve/Decline	gen_ClientMaster	User, Developer	Trigger a task to indicate that underwriting has started for a specific Status and Department.