My Heartist Portal :
A digest is sent every day that includes the following list of events:
- For GM/IA
-> New self-registration
-> New position update
-> New T&C service activated
- For DM
-> New employee verified into his team
-> New employee’s position update
- For all users
-> New T&C Roles : Ines Admin, Recruiter, TM specialist, L&D admin, L&D specialist, Instructor
-> Verification post self-registration
-> Verification post update
-> Feedback for dev : new feedback, new feedback request
Talent Management:
Area | Notification Name | Description |
Goals | HR assigns a goal | Worker receives notification when human resources specialist performs mass assignment of goals. |
Goals | HR cancels a goal | Worker receives notification when human resources specialist cancels a goal. |
Goals | HR deletes a goal | Worker receives notification when human resources specialist deletes a goal. |
Goals | HR updates a goal | Worker receives notification when human resources specialist updates a goal's key attributes. |
Goals | Manager aligns a goal | Worker receives notification when manager aligns a goal. |
Goals | Manager assigns a goal | Worker receives notification when manager assigns a goal with direct reports. |
Goals | Manager cancels a goal | Worker receives notification when manager cancels a goal. |
Goals | Manager cancels a goal with alignment | Worker receives notification to realign goal when manager cancels a goal that was aligned by worker. |
Goals | Manager creates a goal | Worker receives notification when manager creates a goal. |
Goals | Manager shares a goal with directs | Worker receives notification when manager shares a goal. |
Goals | Manager updates a completed goal | Worker receives notification when manager updates a completed goal. |
Goals | Manager updates a goal | Worker receives notification when manager updates a goal. |
Goals | Organization owner assigns a goal | Worker receives notification when organization owner assigns a goal. |
Goals | Worker updates a completed goal | Manager receives notification when worker updates a completed goal. |
Performance | HR transfers worker's performance document to new manager | Former and new manager and worker receive notification when human resources specialist transfers worker's performance document to new manager. |
Performance | Manager creates worker's performance document | Worker receives notification when manager has created worker's performance document. |
Performance | Manager completes worker's evaluation | Worker receives notification when manager has completed evaluation of worker. |
Performance | Manager completes worker's performance document | Worker receives notification when manager completes worker's performance document. |
Performance | Manager enters worker's evaluation criteria | Worker receives notification when manager has entered worker's performance document evaluation criteria. |
Performance | Manager indicates review meeting held | Worker receives notification when manager indicates the review meeting was held. The next step in the process flow requires that worker verifies the meeting was held. |
Performance | Manager resets worker's self-evaluation | Worker receives notification when manager resets the status of worker's self-evaluation. |
Performance | Manager bypasses uncompleted worker self-evaluation task | Worker receives notification when manager has bypassed the uncompleted worker self evaluation task. |
Performance | Manager transfers worker's performance document to another manager | New manager and worker receive notification when manager transfers worker's performance document to another manager. |
Performance | Manager shares performance document with worker and retains control of it | Worker receives notification when manager shares worker's performance document. Control of the document remains with manager. |
Performance | Manager shares performance document with worker and transfers control to worker | Worker receives notification when manager shares worker's performance document. Control of the document is transferred to worker. |
Performance | Participant Feedback - Participant submits feedback to worker | Worker who sent request to the participant receives notification when the participant submits the completed feedback. |
Performance | HR creates worker's performance document | Manager and worker receive notification when human resources specialist has created the worker's performance document. |
Performance | HR deletes worker's performance document | Manager and worker receive notification when human resources specialist deletes worker's performance document. |
Performance | HR cancels worker's performance document | Manager and worker receive notification when human resources specialist cancels worker's performance document. |
Performance | HR completes worker's performance document | Manager and worker receive notification when human resources specialist completes worker's performance document. |
Performance | HR re-opens worker's performance document | Manager and worker receive notification when human resources specialist reopens worker's performance document. |
Performance | HR restores worker's performance document | Manager and worker receive notification when human resources specialist restores worker's performance document. |
Performance | HR reviews worker's performance document | Manager and worker receive notification when human resources specialist indicates they have reviewed the worker's performance document. |
Performance | HR moves current performance task in process back | Manager and worker receive notification when human resources specialist resets an earlier task in the process flow and that task is ready to action. |
Performance | HR moves current performance task in process forward | Manager and worker receive notification when human resources specialist bypasses the current task. |
Performance | HR transfers control of the task to set goals to manager | Manager and worker receive notification when human resources specialist transfers control of the task to set goals from worker to manager. |
Performance | HR transfers control of the task to set goals to worker | Manager and worker receive notification when human resources specialist transfers control of the task to set goals from manager to worker. |
Performance | HR transfers worker's performance document to new manager | Former and new manager and worker receive notification when human resources specialist transfers worker's performance document to new manager. |
Performance | HR verifies review meeting | Manager and worker receive notification when human resources specialist verifies that review meeting was held. |
Performance | Manager transfers worker's performance document to another manager | New manager and worker receive notification when manager transfers worker's performance document to another manager. |
Performance | Worker creates their performance document | Manager receives notification when worker has created a performance document. |
Performance | Worker enters their evaluation criteria | Manager receives notification when worker has entered performance document evaluation criteria. |
Performance | Worker completes self-evaluation | Manager receives notification when worker has completed self-evaluation. |
Performance | Worker provides final feedback | Manager receives notification when worker provides final feedback. |
Performance | Worker reviews their performance document | Manager receives notification when worker indicates that review of performance document is complete. |
Performance | Worker verifies review meeting | Manager receives notification when worker verifies that review meeting was held. |
Performance | Participant Feedback - Participant submits feedback to manager | Manager who sent request to the participant receives notification when the participant submits the completed feedback. |
Performance | Standard Alert Due Date has been reached for a task | Manager, worker, or both receive notification when the Standard Alert Due Date was reached for a task as defined in the performance template. |
Performance | Critical Alert Due Date has been reached for a task | Manager, worker, or both receive notification when the Critical Alert Due Date was reached for a task as defined in the performance template. |
Profile | HR profile change notification to manager | Manager receives notification when human resources specialist changes worker profile. |
Talent Review | New meeting scheduled notification | Notification sent to all talent review meeting participants when a new talent review meeting is scheduled. |
Talent Review | Submit talent review meeting content notification | Notification sent to the talent review meeting facilitator when a content preparer submits review content from the participant page. |
Talent Review | Talent review content preparation reminder notification | A reminder notification sent to talent review meeting participants responsible for managing review content for an upcoming talent review meeting. |
Talent Review | Talent review meeting cancellation notification | Notification sent to all talent review meeting participants when a talent review meeting is canceled. |
Talent Review | Talent review meeting update notification to participants | Notification sent to talent review meeting participants when updates are made to a previously scheduled talent review meeting |
Notification Name | Description |
Participant Feedback - Worker sends feedback request to participant | Feedback participant receives a request to provide feedback from the worker. |
Participant Feedback - Manager sends feedback request to participant | Feedback participant receives a request to provide feedback from the worker's performance document manager. |
Participant Feedback - HR changes participant's feedback due date | Feedback participant receives notification when HR changes the participant's feedback due date. |
Participant Feedback - Manager changes participant's feedback due date | Feedback participant receives notification when performance document manager changes the participant's feedback due date. |
Participant Feedback - HR deletes participant | Feedback participant and performance document manager receive notification when HR deletes the participant after the request was sent. If the worker selected the participant, the worker will also receive a notification. |
Participant Feedback - Manager deletes participant | Feedback participant receives notification when the performance document manager deletes the participant after the request was sent. If the worker selected the participant, the worker also receives a notification. |
Participant Feedback - Worker deletes participant | Feedback participant and performance document manager receive notification when the worker deletes the participant after the request was sent. |
Participant Feedback - Participant locked out | Feedback participant receives notification when the performance document manager indicates that feedback can no longer be received. |
Participant Feedback - Worker submits participant list to manager | Performance document manager receives notification from the worker that the worker completed the task of selecting feedback participants. |
Participant Feedback - Participant feedback due date reminder | Feedback participant receives notification when the Standard Alert Due Date is reached for feedback task as defined in the performance template or as otherwise indicated during the participant request process. |
Participant Feedback - Participant role change | Feedback participant receives another feedback request when their role is changed. |
Participant Feedback - Worker sends feedback request to participant | Feedback participant receives a request to provide feedback from the worker. |
Participant Feedback - Manager sends feedback request to participant | Feedback participant receives a request to provide feedback from the worker's performance document manager. |
Participant Feedback - HR changes participant's feedback due date | Feedback participant receives notification when HR changes the participant's feedback due date. |
Participant Feedback - Manager changes participant's feedback due date | Feedback participant receives notification when performance document manager changes the participant's feedback due date. |
Participant Feedback - HR deletes participant | Feedback participant and performance document manager receive notification when HR deletes the participant after the request was sent. If the worker selected the participant, the worker will also receive a notification. |
Participant Feedback - Manager deletes participant | Feedback participant receives notification when the performance document manager deletes the participant after the request was sent. If the worker selected the participant, the worker also receives a notification. |
Participant Feedback - Worker deletes participant | Feedback participant and performance document manager receive notification when the worker deletes the participant after the request was sent. |
Participant Feedback - Participant locked out | Feedback participant receives notification when the performance document manager indicates that feedback can no longer be received. |
Participant Feedback - Worker submits participant list to manager | Performance document manager receives notification from the worker that the worker completed the task of selecting feedback participants. |
Participant Feedback - Participant feedback due date reminder | Feedback participant receives notification when the Standard Alert Due Date is reached for feedback task as defined in the performance template or as otherwise indicated during the participant request process. |
Participant Feedback - Participant role change | Feedback participant receives another feedback request when their role is changed. |
Talent Acquisition:
- Recruiting users
-> Interview Notification (Recruiting User)
-> Standard Notification for a Requisition Approval Request (E-Share) (Recruiting User)
-> Share Candidate Notification - Link to Access Shared Candidate Information (Recruiting User)
-> Standard Notification for a Requisition Approval Request (Recruiting User)
-> Standard Remainder Notification for Requisition Approval request (Recruiting User)
-> Standard Notification for offer Approval Request (Recruiting User)
-> Standard Remainder Notification for Offer Approval request (Recruiting User)
-> Display the Compensation & STIP field in the approval notification (Recruiting User / HM
-> Have a notification to recruiter/hiring manager when the SHL assessment is completed (Recruiting User / HM)
-> I receive a notification when the background check is completed (Recruiting User / HM)
-> On interview step send automatically (nice to have) a message to the interviewer with the interview guidelines depending on the job level (if no centralize translation ==> English will be sent) (Interviewer)
Learning & Development:
- Learners
-> Learning Recommended to Learner Send To Learner
-> Offering Definition has Changed Send To Learner
-> Pay for Learning Item Send To Learner
-> Learning Payment Successfully Processed Send To Learner
-> Learning Impact Evaluation - Employee Send To Learner
-> Learning Opportunity added to PDP Send To Manager / Learner
-> Learning Opportunity Overview for upcoming month Send To Learner
-> Learning Assignment - Activated Send To Learner
-> Learning Assignment - Cancelled Send To Learner
-> Learning Assignment - Changed Send To Learner
-> Learning Assignment - Postponed Send To Learner
-> Learning Assignment - Invitation Send To Learner
-> Learning Completion Certification Send To Learner
-> Learning Questionnaire Reminder Send To Learner
-> Learning Community Rejection with Comment Send To Learner
- Manager
-> MyTeam Content Creation Send To Manager
-> Learning Impact Evaluation - Manager Send To Manager
-> Learning Opportunity added to PDP Send To Manager / Learner
- Facilitator
-> Learning Cloud Instructor Booking Event Removal Send To Instructor(User)
-> Offering Activity Definition has Changed for an Instructor Send To Instructor(User)
-> Upcoming ILT Activity to Instructors Reminder Send To Instructor(User)
- Admin
-> Employee Content Creation Notification Send To Learning Admin