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Emails sent to managers

Understand the different types of emails managers may receive when an employee signs up for an initiative.

Updated over 6 months ago

🎯 Purpose of this article

This article explains the different types of emails a manager may receive during the employee sign-up process for an initiative. It is intended for platform administrators and program coordinators who want to configure or understand these notifications.

✅ Prerequisites

Manager approval must be enabled in the workflow settings
Initiatives may include or exclude dates, and require time tracking

📩 Summary tables of emails sent to managers

📥 Manager approval request

Field

Details

Recipient

Manager

Trigger

Registration is validated by the initiative coordinator, or the coordinator clicks "I commit" (for auto-approved initiatives)

Registration status

Pending manager approval

Workflow type

Simplified / Detailed / Hybrid

Manager approval

Enabled

Initiative type

With or without dates

Time tracking

Yes

Email content

- Confirm participation button
- Reject participation button
👉 No account or login required; a simple click records the action

Workflow note

In detailed workflow, one email per added date. In simplified workflow, only one email per registration.

🔁 Manager reminder

Field

Details

Recipient

Manager

Trigger

The employee or an admin clicks "Remind the manager"

Registration status

Still pending manager approval

Workflow type

Simplified / Detailed / Hybrid

Manager approval

Enabled

Initiative type

With or without dates

Time tracking

Yes

Email content

- Confirm participation button
- Reject participation button


ℹ️ Manager information (approval not required)

Field

Details

Recipient

Manager

Trigger

Registration is validated by the coordinator or the coordinator clicks "I commit"

Registration status

Pending manager approval

Workflow type

Simplified / Detailed / Hybrid

Manager approval

Disabled

Initiative type

With or without dates

Time tracking

Yes

Email content

- Informational only, no action buttons


❌ Initiative cancellation

Field

Details

Recipient

Manager

Trigger

The initiative is canceled by the participant or the coordinator

Registration status

Canceled / Rejected

Workflow type

Simplified / Detailed / Hybrid

Manager approval

Enabled or disabled

Initiative type

With or without dates

Time tracking

Yes

Email content

- Informational only, no action buttons

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