Probation Assessment

Summary

The notification task sends out an email to a crew member and manager to inform them that the probation period of the crew will end in 30 days.

Keywords

Probation

Description

The notification task sends out an automatic e-mail to a crew member and manager to inform them that the probation period of the crew will end in 30 days. The mail is sent 5 months after the Employment start date.

Setup

  1. Go to Setup > Notification Service.

 

2. Add New, give the task a name, and define time and date settings. On the Task Schedule tab, for Date setting > Repeat on Dates set the option “Daily“. Option “Repeat during the day“ should be off. For more details on the settings, please check Notification Service#ScheduleTask

 

3. Under the Notification E-mails tab, define the Sender email and name.

Set the option “Dynamic from database“.

Set #Email in Field identifying email address and enter E-mail subject:

4. Insert Email Body. Note that you can insert screenshots, links and signatures to the mail body.

SQL Statement

select distinct p01.pin #pin, --FORMAT (p01.EMPLOYMENTSTARTDATE, 'dd/MM/yyyy') #Employmentstartdate, p01.firstname #Firstname, p01.lastname #Surname, --Convert(date, dateadd(month, 5,EMPLOYMENTSTARTDATE)) startdate, --Convert(date, getdate()) today, --email.TELENO Employee_mail, email.TELENO +',' + 'support@adonishr.com' #email, --email.TELENO +',' + 'helen.ustych@adonishr.com' as #TestEmail from pw001p01 p01 LEFT JOIN PW001P0T email ON email.PIN = p01.PIN AND email.TELETYPE = 6 AND email.TELEPRIORITY IS NOT NULL AND NOT EXISTS ( SELECT 1 FROM PW001P0T t WHERE t.PIN = email.PIN AND t.TELETYPE = email.TELETYPE AND t.TELEPRIORITY IS NOT NULL AND ( t.TELEPRIORITY < email.TELEPRIORITY OR t.TELEPRIORITY = email.TELEPRIORITY AND t.SEQUENCENO < email.SEQUENCENO ) ) WHERE NULLIF(email.TELENO, '') IS NOT NULL and Convert(date, dateadd(month, 5,EMPLOYMENTSTARTDATE))= Convert(date,getdate ())