Events you can use to trigger action events

To configure when emails for action events offset from a date are sent, see:

For events related to objects in the Performance Management package (related to Conversations, Enhanced Objectives, and Feedback): Scheduling the Action Emails batch job
For all other events: Configuring action event send time

Absence

Event	When sent
Alert	When an absence notification triggers a pre-defined alert.
Approve	When an absence notification is approved by a manager.
Change	When an absence notification is changed.
Delete	When an absence notification is deleted.
Evidence	When an absence notification triggers a request for evidence.
New	When an absence notification is created.
Reject	When an absence notification is rejected by a manager.

Bank Detail

Event	When sent
Change	When a bank detail record is edited.
Delete	When a bank detail record is deleted.
New	When a bank detail record is added.

Benefit

Event	When sent
Change	When a Benefit record is changed.
End	When a Benefit record is edited.
New	When a Benefit record is created.

Bonus

Event	When sent
Email	When the Send Email checkbox on the Bonus Edit page is checked. The Send Email checkbox is not included on the Bonus Edit page by default and must be added to the Page Layout.

Event

When sent

When the Send Email checkbox on the Bonus Edit page is checked.

The Send Email checkbox is not included on the Bonus Edit page by default and must be added to the Page Layout.

Check In/Out

Event	When sent
In	Not used
Out	Not used

Comment

Event	When sent	Related object
Added Send to Manager	When a team member adds a comment to the Conversation with their manager or to one of their objectives.	spperfmgmt__Comment__c
Added Send to Team Member	When a manager adds a comment to their Conversation with the team member, or to one of the team member's objectives.	spperfmgmt__Comment__c

Competency Assessment

Event	When sent
Close	When a Competency Assessment is closed and the results are made available to the manager and, optionally, the team member.
Draft	When the role or dates are amended before a Competency Assessment is started.
New	When a Competency Assessment is created.
Reveal	When the results of the Competency Assessment are made available to the team member if they were withheld on closing.
Start	When a Competency Assessment starts and assessors are asked to provide feedback.

Continuous Feedback

Event	When sent
Close	When a continuous feedback performance review is closed.
Edit Latest	When the most recent continuous feedback comment is edited.
New	When a continuous feedback comment is added.

Development Needs

Event	When sent
Approve	When a Development Need is approved by a manager.
Draft	When a Development Need is edited by a team member or manager.
New	When a Development Need is added to a team member profile by the team member or manager.
Review Date	When a Development Need Review Date is today. The trigger date can be offset* from the Review Date.
* Action events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Education History

Event	When sent
Draft	When a draft Education History entry is edited and saved.
New	When an Education History entry is created.

Employment Record

Event	When sent
Anniversary	When an anniversary of the Start Date is today.
Change	When the field Trigger Action Email on the Employment Record is set to Change. Trigger Action Email is automatically set to Change when the Job Effective Date field is changed.
Contract End Date	When the contract period ends. The trigger date can be offset* from the Contract End Date.
End	When the End Date field on the Team Member Terminate page is completed. Entering an End Date using another method does not trigger an Action Event. When the field Trigger Action Email on the Employment Record is set to End.
End Date	When this employment ends. The trigger date can be offset* from the End Date.
Last Working Date	On the last day worked for this employment. The trigger date can be offset* from the Last Working Date.
Probation End Date	When the probation period ends. The trigger date can be offset* from the Probation End Date.
Start	When the Start Date field on the Team Member New Hire page is completed for the first time. Entering a Start Date using another method does not trigger an Action Event. When a Candidate in Sage People Recruit is hired and a Team Member created in HCM. When the field Trigger Action Email on the Employment Record is set to Start.
Start Date	When this employment starts. The trigger date can be offset* from the Start Date.
* Action events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Enhanced Objective

Event	When sent	Related object
Closed Send to Manager	When an objective is closed by a team member.	spperfmgmt__Objective__c
Closed Send to Team Member	When an objective is closed by the team member's manager.	spperfmgmt__Objective__c
Revealed Send to Manager	When an objective is activated by a team member.	spperfmgmt__Objective__c
Revealed Send to Team Member	When an objective is activated by the team member's manager.	spperfmgmt__Objective__c
Review Date	When an objective is due a review. Review Date can be used to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).	spperfmgmt__Objective__c
Reviewed Send to Manager	When a team member adds a review to one of their objectives.	spperfmgmt__Objective_Review__c
Reviewed Send to Team Member	When a manager adds a review to one of the team member's objectives.	spperfmgmt__Objective_Review__c

Experience/Work History

Event	When sent
Approve	When a draft Work History entry is approved by the Team Member's manager.
Draft	When a draft Work History entry is edited and saved.
New	When a Work History entry is created.

Feedback

Event	When sent	Related object
Received Send to Manager	When a Feedback request about a Team Member receives a response, sent to the manager.	spperfmgmt__Feedback_Response__c
Received Send to Team Member	When a Feedback request about a Team Member receives a response, sent to the Team Member.	spperfmgmt__Feedback_Response__c

Feedback Request

Event	When sent	Related object
Incoming	When a recipient receives a request to provide Feedback about a Team Member	spperfmgmt__Feedback_Provider_v2__c

Form

Event	When sent
Approve	When a submitted form is approved by one of the designated approvers.
Reject	When a submitted form is rejected by one of the designated approvers.
Start	When a Form is started by a Team Member.
Submit	When a Form is submitted by a Team Member

HR Requests

Event	When sent
Approve	When an employment change request is approved by one of the designated approvers.
Draft	When an employment change request is edited by a manager.
Finalize	When an employment change request is finalized by HR.
New	When an employment change request is created by a manager.
Recall	When an employment change request is recalled for amendment or cancelation.
Reject	When an employment change request is rejected by one of the designated approvers.
Finalize	When an employment change request is finalized by HR.

Job Description

Event	When sent
Approve	When a confirmed Job Description is approved by the creator's manager.
Confirm	When a draft Job Description is confirmed by the creator.
Draft	When a draft Job Description is edited and saved.
Force	When a confirmed Job Description is approved without confirmation by the manager.
New	When a Job Description is created.

Metrics Review

Event	When sent
Draft	When a metrics review is edited by the manager or HR.
New	When a metrics review is created by the manager or HR.
Sign	When a metrics review is signed by the team member.

Microsoft Calendar Integration

Event	When sent
Authentication Required	Sent when the team member is first configured for calendar integration.
Authentication Expired	Sent when the team member's access to calendar integration has expired.
Authentication Requested Date	Sent when the team member has not enrolled for calendar integration after a set period*. Select the period to wait and whether this is days or months.
* Action events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Objectives

Event	When sent
Approve	When an objective is approved by a manager.
Close	When an objective is closed by a manager.
Confirm	When an objective is confirmed by a team member.
Delete	When an objective is deleted.
Draft	When an objective is edited by a team member or manager.
Force	When an objective is set without confirmation by a manager.
New	When an objective is created by a team member or manager.
Reject	When a draft objective is rejected.
Reveal	When a draft objective is revealed by the team member or manager.
Review	When an objective is reviewed by a team member or manager and not closed.
Review Date	When an objective review date is today. The trigger date can be offset* from the Review Date.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Passports

Event	When sent
Change	When a Passport record is edited and saved by the team member.
Expiry Date	When a Passport record reaches a given offset from the Expiry date. Specify the offset* as a number of days or months from the Expiry Date when defining the action event. Offsets can be positive (after the date), negative (before the date), or zero (on the date).
New	When a Passport record is created by the team member.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Performance Review

Event	When sent
Approve	When a senior manager or HR approves a performance review.
Draft	When a manager or team member enters text into their part of a performance review.
New	When a performance review is created.
Reject	When a senior manager or HR rejects a performance review.
Reveal	When a team member or manager reveals a performance review to the other.
Review Date	When a Performance Review Review Date is today. The trigger date can be offset* from the review date.
Sign	When a team member or manager signs a performance review.
Submit	When a manager submits a performance review for HR approval.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Personal Details

Event	When sent
Change	When a Personal Details entry is edited and saved in WX. An action event can be triggered when a team member changes and saves any of the fields in the Team Member: WX Personal Details Trigger Action Email field set and Employment Record: Personal Details Action Email field set. Base the email template on the team member object. To include changed fields in an action event email template use the merge field: {!changes}

Event

When sent

Change

When a Personal Details entry is edited and saved in WX.

An action event can be triggered when a team member changes and saves any of the fields in the Team Member: WX Personal Details Trigger Action Email field set and Employment Record: Personal Details Action Email field set.

Base the email template on the team member object. To include changed fields in an action event email template use the merge field:

{!changes}

Recognition

Event	When sent
New	When a Recognition award is created.

Salary

Event	When sent
Email	When the Send Email checkbox on the Salary Edit page is checked. The Send Email checkbox is not included on the Salary Edit page by default and must be added to the Page Layout.

Event

When sent

When the Send Email checkbox on the Salary Edit page is checked.

The Send Email checkbox is not included on the Salary Edit page by default and must be added to the Page Layout.

Skills

Event	When sent
Approve	When a Skill is edited or approved by a manager.
Delete	When a Skill is deleted by a team member or manager
Draft	When a Skill edited by a team member or manager.
Expiry Date	When a Skill Expiry Date is today. The trigger date can be offset* from the Expiry Date.
New	When a Skill is added to a team member profile by a team member or manager.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Succession Plan

Event	When sent
Draft	When a succession record for a team member is edited.
New	When a successor is nominated for a team member.

Talent Plan

Event	When sent
Draft	When a Talent Plan is edited.
New	When a Talent Plan is created.

Targets

Event	When sent
Confirm	When a Target is confirmed.
Draft	When a Target is edited.
New	When a Target is created.
Review	When a Target is reviewed.

Tax Form Verify

Event	When sent
Employment Change	When the details required by tax forms on the team member's employment record change.
Team Member Change	When the details required by tax forms on the team member record change.
Work Location Change	When the details of the work location linked to an employment record change.

Team Member

Event	When sent
Birthday	When a team member's birthday is today.
Hire Date	When a team member's Hire Date is today. The trigger date can be offset* from the Hire Date.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Timesheet

Event	When sent
Approve	When a Timesheet is approved.
Draft	When a Timesheet is saved.
New	When a Timesheet is created.
Reject	When a Timesheet is rejected.
Submit	When a Timesheet is submitted for approval.

Training

Event	When sent
Approve	When a Training request is approved by the manager. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
Delete	When a Training request is deleted.
Draft	When a Training request is edited by a team member or manager.
New	When a new Training request is entered by a team member or manager. Applicable when Manager Confirms Training is selected in the policy.
Reject	When a Training request is rejected by the Manager. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
Results	When a value is added to the Training Results field and the record saved.
Start Date	When a Training request Start Date is today. The trigger date can be offset* from the Start Date. The notification email triggered by Start Date is only sent when the Training record includes an Approved date.
Submit	When a Training request is saved by a Team Member and submitted for Manager approval. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Vacation/PTO

Event	When sent
Alert	When a Vacation request or Absence notification triggers a pre-defined alert.
Approve	When a Vacation request or Absence notification is approved by a Manager.
Change	When a Vacation request or Absence notification is changed.
Delete	When a Vacation request or Absence notification is deleted.
Evidence	When a Vacation request or Absence notification triggers a request for evidence.
New	When a Vacation request or Absence notification is created.
Reject	When a Vacation request or Absence notification is rejected by a Manager.

Visas

Event	When sent
Expiry Date	When a Visa record reaches a given offset from the Expiry date. Specify the offset as a number of days or months from the Expiry Date when defining the Action Event. Offsets can be positive (after the date), negative (before the date), or zero (on the date).