Action events are emails, forms, or PDF documents sent to Sage People HCM users and specific email addresses at various points in a process in response to specific events. For example, the following actions can trigger an action event:
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When HR creates a new team member.
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When a manager rejects an absence request.
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When a team member reveals a performance review to their manager.
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When a team member submits a vacation request.
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When a manager or start a competency assessment.
The sending email address is either the same outbound email address as the Actions Digest, or the email address of the user triggering the action. The sending email address must be verified for emails to go out. If the sender is the team member triggering the action event, the team member's email must be verified for the email to be sent.
Sage People supplies a comprehensive range of action events linked to all main processes.
Action events use existing email, form, and PDF templates. If you want to use new templates for action events you're setting up, you must create the templates first.
An action event pattern is a group of action events. Action event patterns are linked to policies. To create and maintain action events, you must access them through a policy or through the Action Event Patterns tab.
Follow this sequence:
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Create one or more action event patterns to host the action events.
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Optionally create one or more action roles to act as recipients for specific event notifications.
Action roles extend the range of recipients to individuals or groups associated with HR departments and work locations.
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Link the action event patterns to one or more policies.
You can also:
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Configure the time when offset action events are sent.
To send an action event to a team member, the team member must have an active user record.