Email Triggers for Cornerstone HR
This page contains email triggers that may apply to organizations using the Cornerstone HR solution.

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |
Form Assigned |
This email is triggered when a form is assigned to a user. The email can be sent to Form Assignee or a specific user. This email can be configured as a Notification or Reminder type email. This email is active by default and can be found in the Form Management action type section of Email Management. Use Case: Use this email to send notifications and reminders to users when forms are assigned. |
Form Management |
Form Completed |
This email is triggered when a form that is associated with a form task is completed. This email is not triggered if the form is not associated with a form task. The email can be sent to Form Assignee, Form Assignee Manager, or a specific user. This email can be configured as a Notification type email. This email is active by default and can be found in the Form Management action type section of Email Management. Use Case: Use this email to send notifications to users when form tasks are completed. |
Form Management |

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |
Copy Down Scheduled |
A copy down completely copies your database from one environment to another. The Copy Down Scheduled email is triggered when a copy down is scheduled in the environment in which the email is enabled. This email must be configured and enabled in each environment in which an organization wants to receive notifications when copy downs are scheduled. For example, if a copy down is scheduled in Pilot from Production, the email is only triggered if the email is configured in Pilot. This email trigger ignores deadbox settings. The following tags are available for this email trigger:
It is highly recommended that the portal name, source environment, and destination environment email tags are included in the email body to ensure it is clear which portals and environments are being impacted by the copy down. |
Other |
Login Message Email | This email is triggered when a recipient clicks an Action button that is configured in a login message to send an email to the recipient. The Login Message Email can only be added to login messages, which are configured in Login Message Preferences. | Other |

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |
WFP Not Implemented System Event Email |
This email is triggered if an event occurring in Planning does not have an associated email action available. This email is a Notification type email. |
Planning |
WFP Plan Created |
This email is triggered to notify the user that the plan was created successfully. The email can be sent to User who created plan (owner). This email is configured as a Notification type email. |
Planning |
WFP Plan Due Date Changed |
This email is triggered when the Due date for a given plan is changed. The tags in this email reference the given plan, which is the recipient's plan. The email is sent to User assigned as Primary Planner and Users assigned as CoPlanners. This email can be configured as a Notification type email. |
Planning |
WFP Plan Primary Planner Changed |
This email is triggered when the Primary Planner for a given plan is changed. The tags in this email reference the given plan, which is the recipient's plan. The email is sent to User assigned as Primary Planner (new) and Users assigned as CoPlanners. This email can be configured as a Notification type email. |
Planning |
WFP Subplan Accepted |
This email is triggered when the Subplan is accepted by the parent planner. The tags in the email refer to the subplan, not the parent plan. The email is sent to User assigned as subplan's primary planner and the subplan's CoPlanners. This email can be configured as a Notification type email. |
Planning |
WFP Subplan Assigned To CoPlanner |
This email is triggered when the Subplan is accepted by the parent planner. The tags in the email refer to the subplan, not the parent plan. The email is sent to User assigned as subplan's primary planner and the subplan's CoPlanners. This email can be configured as a Notification type email. |
Planning |
WFP Subplan Assigned To Primary Planner |
This email is triggered a specific user when s/he is assigned as Primary Planner. The email is sent to User assigned as Primary Planner in this event. This email can be configured as a Notification type email. |
Planning |
WFP Subplan Rejected |
This email is triggered when a subplan is rejected by Parent Planner. The tags in the email refer to the subplan, not the parent plan. The email is sent to User assigned as subplan's primary planner and the subplan's CoPlanners. This email can be configured as a Notification type email. |
Planning |
WFP Subplan Submitted |
This emails is triggered as confirmation that a subplan was submitted for review. The tags in the email refer to the subplan, not the parent plan. The email is sent to User assigned as subplan's primary planner and the subplan's CoPlanners. This email can be configured as a Notification type email. |
Planning |

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |
Admin Password Change | This email is triggered when an administrator manually resets a user's password. The user's new password cannot be included in the email. Because of this, the administrator must communicate this password outside of the system. This email can be sent to User or User's Manager. | System Administration |
LAT Draft Review |
This email is triggered when a learning assignment draft is created, and the following are true:
This email is triggered an additional time if an administrator edits and saves the same draft if all of the criteria are still true. Example 1: Administrator A creates a draft assignment with a user count that is above the High User Count threshold, but the Restrict Submission setting is disabled. The email is not triggered. Example 2: Administrator A attempts to create a learning assignment that exceeds the High User Count threshold, and the Restrict Submission setting is enabled. Administrator A does not have permission to submit draft assignments. Administrator A receives the High User Count restriction and the can only save the assignment as a draft, and this triggers the LAT Draft Review email. This email can be configured to be sent to Draft Reviewers or specific users. When this email is sent to Draft Reviewers, this includes all administrators who have the permission regardless of permission constraints. Administrators may further restrict the recipient list by adding specific users or by restricting with availability. |
System Administration |
New User Record Created (via Add User Page) |
This email can be configured as a notification and is triggered when a new user record is created via the Admin - Users page. This email is not sent to users who are created via a data feed. This email can be sent to the User Created, User Creator, or the User's Manager. The PASSWORD.RESET.URL email tag is a link that opens a page on which the user can create a password. If this email is sent multiple times to the same recipient, then this URL is regenerated each time and the previous URL is no longer valid. Also, the password reset URL is only valid for 48 hours. If the user does not reset their password within the 48-hour validity period, then the user must click Forgot Password? again to get a new password reset URL. |
System Administration |
Scheduled Report Complete | Scheduled Report is complete | System Administration |
Training Deactivation |
This email is triggered when a training item is about to be deactivated. This email is only triggered when the course is set to deactivate on a specific date via the Deactivate this course setting in the settings. This email is not triggered when the course is deactivated by via the Active checkbox. The email can be sent to Training Contact and Training Owner. This email can be configured as a Reminder type email. This email is active by default and can be found in the System Administration action type section of Email Management. Use Case: An administrator would like to be reminded that a training item is set to deactivate on December 31st. The Training Deactivation email is configured to trigger one week before the training item deactivates. When the administrator receives the email, the administrator reviews the training item to determine whether or not to reset the deactivation date, allow the course to become inactive, or remove the deactivation settings altogether. |
System Administration |
Updated Training |
Training has been updated to a new version, or pre-work, post-work, or a prerequisite is has been updated or added to the LO. This is triggered by the user getting automatically updated to a new version of a LO. This email is only triggered by updates to LOs that are versioned, such as an online course, material, test, or curriculum. This email will not trigger for child LOs when they are versioned; in case of child LO versioning, the email will only trigger for the curriculum on the user's transcript. The TITLE tag enables email recipients to know which learning object (LO) is updated. This tag displays the name of the LO. The MATERIAL.START.DATE tag displays the material's start date. If the material has multiple versions, then this tag is specific to the material version. If this field is not defined for the training, then this tag is not included in the email. The MATERIAL.END.DATE tag displays the material's end date. If the material has multiple versions, then this tag is specific to the material version. If this field is not defined for the training, then this tag is not included in the email. |
System Administration |
User Password Change | This email is triggered any time a user changes their password. This email can be sent to User or User's Manager. | System Administration |

EMAIL NAME | EMAIL DESCRIPTION | ACTION TYPE |
Badge Provided Notification | This email is triggered when an employee provides a badge for another employee on their Universal Profile - Feedback page. This email is not triggered for the Completed Goal post. This email can be sent as a notification to Feedback Recipient, Feedback Recipient's Manager, or a specific user. | Universal Profile |
Feedback Provided Notification | This email is triggered when an employee provides feedback for another employee on their Universal Profile - Feedback page. Feedback can be provided by posting directly to the Feedback page or by commenting on a Feedback post. This email is not triggered when the manager provides feedback to a direct report that is only visible to the user's manager. This email can be sent as a notification to Feedback Recipient or a specific user. | Universal Profile |
Feedback Request Notification | This email can be configured as a notification and is triggered when an employee requests feedback from their Feedback page. This email can be sent to a specific user, the Feedback Request Recipient, the Feedback Requester, or the Feedback Requester's Manager. | Universal Profile |
Additional Email Triggers
A full list of all email triggers is also available. See Email Triggers.
Troubleshooting Information
The following pages contain troubleshooting guides for using emails: