2613470 - Document Routing Notification and Document Completed Notification usage in Recruiting Management

This article provides information on the usage of the following recruiting notifications, configured in Admin Center > E-Mail Notification Templates Settings:

• Document Routing Notification
• Document Completed Notification

Please, have in mind that this article only covers the usage of these notifications when using Recruiting Management. These notification may also work in other environments, but this is not covered in this article.

SAP SuccessFactors Recruiting Management

Prerequisite

1. The Role-Based Permission should be granted to the Admin role.
2. Go to Manage Permission Roles
3. Select permission role
4. Under Administrator Permissions > select Manage System Properties tab
5. Enable "E-mail Notification Template Settings"
6. Save permission role

In Offer Approvals

• Document Routing Notification - is used when approving the offer letter that will then be sent to the requisition applicant. All the emails being sent from the second until the last approver are configured here.
• Document Completed Notification - to be sent to all the configured users once the last approver has approved the offer.

In Job Requisition approvals

• Document Routing Notification - is used when approving the job requisition that will then be available for candidates to apply (from pre-approved state to approved state). All the emails being sent from the second until the last approver are configured here.
• Document Completed Notification - to be sent to all the configured users once the last approver has approved the requisition.

When a requisition is closed. The Document Completed Notification is not designed to be triggered. There are other emails within the system for that purpose, like Admin Center > Recruiting Email Triggers > Requisition Closed.

A different Email Subject and text body can be specified for any individual Document Routing or Document Completed notification by ticking the check box 'Specify Different Template For Each Form'

Please note that Document Routing Notification does not work in the Collaborative step of the Route Map of a Job Requisition, as all the users in that step have the form (Job Requisition) at the same time, even though only one user can edit the form at a time. In case it is required to send the Document Routing Notification, you would need to create two separate steps in the Route Map instead of the collaborative step.

However the Document Routing Notification works in the Iterative step of the Route Map of a Job Requisition.

Note: It is currently not possible to have a unique email template for a specific step in the route map, we only currently offer a unique template to be used for the template itself.

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