Applicable Product:
- Talent Management: Compensation
Applicable Release:
- v25.04+
Summary:
Worksheet managers have the ability to email statements directly from Bonus Planning, Salary Planning, Stock Planning and Total Compensation Planning worksheets. Previously, statements sent from these worksheets utilized a standard email format that was not customizable. In Release 25.04, we have added new notification templates that allow Compensation administrators to tailor the emails to their organizations' specifications.
Details:
Available Worksheet Statement Notification Templates
The following new notification templates are available:
- Bonus Planning:
- Bonus Planning: Award Statement, Bonus Planning: Downloadable Award Statement, Bonus Planning: Award Statement - Copy to Send, Bonus Planning: Downloadable Award Statement - Copy to Send.
- Salary Planning:
- Salary Planning: Award Statement, Salary Planning: Downloadable Award Statement, Salary Planning: Award Statement - Copy to Send, Salary Planning: Downloadable Award Statement - Copy to Send.
- Stock Planning:
- Stock Planning: Award Statement, Stock Planning: Downloadable Award Statement, Stock Planning: Award Statement - Copy to Send, Stock Planning: Downloadable Award Statement - Copy to Send.
- Total Compensation Planning:
- Total Compensation Planning: Award Statement, Total Compensation Planning: Downloadable Award Statement, Total Compensation Planning: Award Statement - Copy to Send, Total Compensation Planning: Downloadable Award Statement - Copy to Send.
Configure a Worksheet Statement Notification Template
As with existing notifications, the new templates are configured in notification template groups. Within each group you can configure language-specific templates for the notification.
- In Compensation Administration, go to Notification Template Groups in the appropriate Planning section.
- Locate the template you would like to customize and click the edit
icon.
- Configure the Details fields:
- Name: The default name for the template can be overridden.
- To: Select the role to which the notification should be sent.
- From: Select the role from which the notification should be sent.
- Reply To: Select the role to which any reply from the recipient should be sent.
- Make updates to the default template or create a new template. Note: For detailed information about customizing notification templates, please see the Administrator online help.
- To customize the default template, click the associated edit button and customize as necessary.
- To add a template for another language, click the Add button and configure the properties, customizing as necessary.
- Click Save.
Assign the Notification Template in the Reward Cycle
The next step is to assign a notification template in the reward cycle. The Compensation statements have new field options that allow you to select the notification templates.
- Go to the appropriate reward cycle and select Worksheet Reports in the left menu.
- Select an option in one or both of the following fields.
- Statement Notification - In this field, select the template that will be used for the original email, generally the worksheet participant. Note: In order for the email statement functionality to work, a template must be selected in this field.
- Statement Notification Copy - In this field, select the template that will be used for the email copy. Note: This field is related to an additional feature available in this release that allows you to send a copy of the worksheet statement to additional email addresses. For information, please see Copy Users on Worksheet Statement Emails. Note: This field is optional and requires you to select a template only if want to use the copy feature.
- Configure additional fields as necessary.
- Click Save.