Create an Email Alert When an Employee Is Set as Inactive

Scenario

The Administrator wants to receive a notification when an employee is marked as Inactive.

Solution

Create an Employee saved search and enable Email Alerts. For more information, see article 8482 Enabling Saved Search Email Alerts.

1. Navigate to Reports > Saved Searches > All Saved Searches > New
   Note: Use Administrator role. 
2. Search Type: Click Employee 
3. Search Title: Enter a Title for this search 
4. Click Criteria 
5. Click Standard 
6. Filter:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
1. Select Inactive 
1. Click Yes 
2. Click Set 
2. Select System Notes Fields… 
1. System Notes Filter: Select Date 
2. All field: Enter today 
3. Available Selectors: Click today 
4. Click Set 
3. Select System Notes Fields… 
1. System Notes Filter: Select New Value 
2. New Value dropdown: Select is and then enter T on the blank field beside it
3. Click Set 
7. Click Results 
1. Field: Select Inactive 
2. Click Add
3. Remove or Add fields that you want to include in the email notification 
8. Click Email 
9. Send Email Alerts When Records Are Created/Updated: Enter Checkmark 
10. Click Specific Recipients subtab 
1. Recipient: Select the name of the person who needs to receive the notification 
2. Send On Update: Enter Checkmark 
3. Show Recent Changes: Enter Checkmark 
4. Click Add 
11. Click Updated Fields subtab 
1. Field: Select Inactive 
2. When New Values is: Enter T 
12. Click Customize Message subtab 
1. Subject: Enter a subject for the email notification 
13. Click Save & Run