Learn all about routes and alerts within SentricWorkforce in this training with product support analyst, Kim Buechel.

1. SentricWorkforce
Routing and Alerts
Thursday, August 27, 2015
Sentric

2. Introduction
Kim Buechel
Product Support Analyst
Questions?
Hang on until the end, we’ll have 15
minutes of Q&A
Or email me at
kbuechel@sentrichr.com

3. Webinar How To
I will not be able to hear you during the
webinar until we get to the question and
answer portion, but you have some tools
to tell me if you need some help.
By your attendee status are some status
icons to help me know if you need me to
speak up or speak more softly. You can
also put out the life saver to tell me if you
need some assistance.

4. Agenda
Alerts
What is an Alert?
Features
Types
Setting Up Alerts
Date and Number Formatting
Routing
What is a Route?
Features
Examples
Creating Routes
Question and Answer

5. ALERTS
Training: SentricWorkforce Routing and Alerts

6. What is an Alert?
Automated email tool used to notify people within
your company when date or data event has occurred.
Immediately “written” to SentricWorkforce.
Can be used to create “To-Do” items.

7. Features
One or more recipients can be notified
Custom emails notifications
Schedule Date Alerts for multiple notifications or before/after
date occurs
SQL filters
To-Do step creation

8. Types of Alerts
• Specific Date
• Anniversary
• Annual Reminder
• New Record Added
• Field Value Changed
• Record Deleted
• Advanced SQL

9. Date Formatting
Original Date: 10/23/2012 12:00:00 AM
Month Day: {{BirthDate,Format:m}}
Formatted Date: October 23
Month/Day/Year: {{BirthDate,Format:d}}
Formatted Date: 10/23/2012
Day of Week, Month Day, Year: {{BirthDate,Format:D}}
Tuesday, October 23, 2012

10. Number Formatting
Original Number: 56666.45
Currency: {{Amount,Format:C0}}
Formatted Number: $56,666
Decimal: {Amount,Format:n1}}
Formatted Number: 56,666.5

11. ROUTES
Training: SentricWorkforce Routing and Alerts

12. What is a Route?
Task driven event, rather than
date or field.
Routes can be thought of as a
signature process. Routed tasks
must be approved by one or more
people before content is added to
SentricWorkforce.

13. Features
Can be created for most any task
Recipients can approve or deny routes right from email
Denied routes can be returned to originator for changes
Approvers can make changes to existing routes in progress
Changed data is not written to database without approval

14. Examples of Common Routes
• Personnel Actions
• “Edit My” changes from ESS
• Time Off Request
• Employee Termination
• Conduct a Performance Review

15. QUESTION AND ANSWER
Training: SentricWorkforce Routing and Alerts

16. Question and Answer
If you called in on the phone please enter *5 on your phone to
ask a question.
(=*5
If you are listening on your computer please press the File
question request button on your screen.
Please note that you must have a microphone.
I will un-mute your line one at a time, so once you press *5 or
press the button you may need to wait just a bit for your turn.

17. Thank You for attending!
Please take the survey following the
Webinar