Email Digest - Compensation Task Due: Task Approver Section

This dynamic section is intended to alert recipients that there is one or more compensation task that requires their approval. This dynamic section can be configured to display the details of each compensation task that requires approval. If a user does not have any compensation tasks that require approval based on the section's reminder settings, then this section is not included in the email digest for the user.

This email digest section is only sent for valid compensation tasks. Also, if an approver is skipped in the approval process or if an approver becomes inactive, then the email digest is not sent to that approver.

This section is only available to organizations using compensation tasks.

Send Reminder

This setting enables administrators to determine the threshold at which a compensation task that is due will be included in this email digest section. For example, if the email digest is configured to be sent weekly and the Compensation Task Due: Task Approver section is configured to send a reminder two weeks before the task approval is due, then each week the system determines which compensation tasks have an approval due date that is two weeks from the email digest period. Note: If the reminder is set to "0 days before," then the email digest will be sent on the day the approval is due.

Because email digests can be sent at larger intervals (e.g., weekly or monthly), the email digest will likely not send the reminder exactly on the selected reminder date.

The reminder time units (i.e., days, weeks, or months) automatically match the frequency selection of the email digest (i.e., daily, weekly, or monthly). If the email digest is sent weekly, then the reminder setting is measured in weeks.

A Compensation Task Due: Task Approver section will only send one reminder for a compensation task. For example, if the reminder is set for 3 weeks, then the section will send a reminder when the due date is three weeks away. In order to configure multiple reminders for the same compensation task, multiple instances of the Compensation Task Due: Task Approver section should be added to the email digest with different reminder settings.

Section Send To Options

When configuring the Send To option for a Compensation Task Due: Task Approver section, the following relation options are available:

  • Task Approver
  • Task Approver Co-Planner

Section Specific Tags

When configuring the section body for a Compensation Task Due: Task Approver section, the following tags are available:

  • {RECIPIENT.FIRST.NAME} - This displays the first name of the user who is receiving the email.
  • {RECIPIENT.LAST.NAME} - This displays the last name of the user who is receiving the email.
  • {LIST.BEGIN} - See the Repeater Tags section below.
  • {LIST.END} - See the Repeater Tags section below.
  • {APPROVAL.STATUS} - This displays the current approval status of the compensation plan (i.e., approved or denied).
  • {TASK.ASSIGNEE.FIRST.NAME} - This displays the first name of the person who is assigned the task.
  • {TASK.ASSIGNEE.LAST.NAME} - This displays the last name of the person who is assigned the task.
  • {COMPENSATION.APPROVER.FIRST.NAME} - This displays the first name of the person who is responsible for approving the compensation task.
  • {COMPENSATION.APPROVER.LAST.NAME} - This displays the last name of the person who is responsible for approving the compensation task.
  • {TASK.END.DATE}
  • {TASK.TITLE}

Repeater Tags

Administrators can use repeater tags to repeat information for each item in the email digest.

Because non-standard sections are designed to display a digest of information in a single section, repeater tags must be placed before and after all of the content that should be repeated for each item in the digest. For a section that displays all of the items assigned to a user, then the repeater tags should be placed before and after the content and tags that describe each individual assigned item, such as title and due date.

The following repeater tags should be placed before and after the content that should be repeated:

  • {LIST.BEGIN} - This tag should be placed at the beginning of the content that should be repeated for each item.
  • {LIST.END} - This tag should be placed at the end of the content that should be repeated for each item.

Sample Section Text

The following is an example of how a Compensation Task Due: Task Approver section may be configured:

Hello {RECIPIENT.FIRST.NAME} {RECIPIENT.LAST.NAME},

The following compensation tasks require your approval:

{LIST.BEGIN}

{TASK.TITLE} has an end date of {TASK.END.DATE}. This compensation plan is assigned to {TASK.ASSIGNEE.FIRST.NAME} {TASK.ASSIGNEE.LAST.NAME} and it currently has an approval status of {APPROVAL.STATUS}.

{LIST.END}