Engage sends automatic email notifications when certain records, tasks or dates require attention.
Before you begin
The exact emails a person receives depend on their role, authorities, assigned records and the modules enabled for your organisation.
1 Account and employee notifications
Examples include new-user login details, password reset requests, employee termination and six-monthly emergency-contact reviews.
2 Training and document notifications
Engage can send notifications for booked training, training results, incomplete induction courses, training or licence expiry, visa expiry, new Policies and Policy reminders.
3 Workflow and approval notifications
Notifications can be generated for Leave approvals, Actions, Forms, Orders, new Incidents, Hazards, Feedback and other assigned workflow items.
4 Maintenance and review notifications
Engage can also notify relevant people about Asset Maintenance, Health Checks, Hazard review warnings and other date-based requirements.
Tip: If an expected email has not arrived, check the recipient’s email address and junk folder before contacting Support.