This article is intended for: Editors of the Personnel Budgeting module.
Use this article before: Inviting Collaborators to the Budget.
When do Emails Send?
- Newly added editors will immediately receive an email notification when added to the budget.
- Note: If the user already has a ClearGov account, the email will state that the user has been invited to budget and provide a link to navigate directly to the budget. Otherwise, the email will provide a separate link to create an account.
- When a requester has been invited to the budget, the requester will immediately receive an email notification when added to the budget.
- Note: If the user already has a ClearGov account, the email will state that the user has been invited to budget and provide a link to navigate directly to the budget. Otherwise, the email will provide a separate link to create an account.
- Based on the frequency trigger the editor has set up for a requester during the inviting process, a requester will receive an email notification for requests that have not been submitted within the Accepting Personnel Requests window.
Who Receives Emails?
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Newly added Editors. |
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A Contributor who is invited to the budget. |
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Contributors who have not submitted New Position Requests.
Note: Editors do not receive emails when New Positions requests are submitted. |
Ready to Work on the Budget?
Editors, learn more with this article: Checklist: Personnel Budgeting Getting Started for Editors
Contributors, learn more with this article: Checklist: Personnel Budgeting - Managing Personnel Requests for Contributors
Have more questions or need assistance?
Submit a Request