Events you can use to trigger action events

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

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.

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.

Reject

When a submitted Form is rejected.

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}

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.

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).