3. Credit Request Contract Emails
Applicable to Finance team, Client HR and Client Employees
Three types of email communication setup
A. UPlay Finance Team
A one-time setup email notification to inform the finance team about a credit request contract that requires their approval is completed in the Administration - Email Communication module in Avalon.
This email notification will be sent to the UPlay finance team when the admin updates the contract's content item status to 'Published - Unlisted' for approval submission.
B. Client HR
A one-time setup email notification to inform the client HR about a credit request contract that is available for distribution cycle creation is completed in the Administration - Email Communication module in Avalon.
It is a standard format that applies to all UPlay corporate clients and merchants who enroll in the credit request contract program.
This email notification will be sent to client HR upon the UPlay finance team's approval of the credit request contract in Avalon.
C. Client Employees
The contract comms tab is available at the contract level. Therefore, the admin must create email communications for each contract, allowing flexibility to format them according to the client's requirements.
Navigate to contract comms tab. Click +New button.
There are two types of notification:
Credit Allocation Notification
Notify employees when the client HR publishes the disbursement cycle (credit allocation to employees) in the B2B portal.
Credit Allocation Expiry Reminder
Notify employees when allocated credit is about to expire.
The notification is established by setting up a scheduled reminder a few days before the expiration date. This is done by updating the field labeled 'Schedule Prior Days.'
For example, if 'Schedule Prior Days' is set to 2, the expiry reminder email will be sent to employees two days before the credit allocation expires.
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