To set up Career Progression Email Policy, you need to define what are the career movement that need to send notification, to notify who, template email and when to send notification.
First, we will guide you on how to create a Career Progression Email Message, then we will show you how to create Career Progression Email Policy. This is where you decide which Email Message to send under a particular Career Progression (contract expired, confirmation of new joiner, et cetera).
However, there might need to notify different respective person for different group of Employees in the Company, for example, employees who's coming due career progression in Finance Department shall notify head of finance, or the contract expiry date of sales person shall notify Sales Manager. Under these circumstance, you will need a different set of Career Progression Email Policy that will help you to apply the Email Policy to only certain group of staff.
This is where the Career Progression Email Job Group comes in. It is meant to help you to manage Career Progression Email by limiting the Policy to certain group of staff.
In order to do so, we will show you how to Create Career Progression Email Job Group, follow by Setting Up Career Progression Email Job Group.
Here are the topics that we will go through under this section:
1. Creating Career Progression Email Message
2. Creating Career Progression Email Policy
3. Creating Career Progression Email Job Group
4. Set Up Career Progression Email Job Group