🎯 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 |
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 |
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 |
