Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Scenarios for “Action to Perform”

The Automated Actions feature is designed to help your organization automate several tasks in the application.

As you can imagine, there are a large number of automated actions that can be configured by selecting different options from the When column and different options from the Action to Perform column. Rather than include screen shots for every conceivable scenario, one configuration is included below with instructions. After this scenario is explained, several other scenarios are briefly described.

If Action Pending Completion is selected in the When column, a second drop-down list field displays with a list of potential pending events. All of these pending events include the Send a Letter option in the Action to Perform column. Selecting Send a Letter option adds three other columns to the table: Letter to Send, Recipients, and Timing.

The letters available in the Letter to Send column are the letter templates created in the application and the choices available do not alter based on the pending event chosen.

After you select an option in the Letter to Send column, click D:\Sylvia Files\WIP\TODO\HRsmart\Icons\View.png in the Action column to view the letter template. A modal window opens that displays the details of the letter template.

Note:

The recruiting user will have an option to select a different letter, if necessary.

In the Recipients column, you can select one or more user group from the drop-down list or search for employees by click the Search Employee link. 

Note:

You can have both user types and employee names as recipients.

The Timing column is used to set up reminders that are automatically sent to the recipients about pending action. In the first field, enter a number to indicate how often the reminder is sent (in days). In the second field, enter the number of days that the reminder will be sent to recipients. These fields are not required and if left blank, the application will send only one letter and no follow up reminders.

Click Save to save your selections.