Alerts will help you efficiently manage your activity, ensure you have an up-to-date database, and never forget to do anything in BoondManager.

These daily and weekly alerts cover all modules and features of BoondManager.

How Alerts Work

The goal is to:

Manage your Reminders/Todo past, today, upcoming
Track candidates, HR, opportunities, projects, orders, and invoices
Be alerted about PE end dates, HR contracts ending, invoices whose payment date is today, etc.
And much more!

Alerts are communicated to users in two ways

By email

Depending on the configuration set for your alert reports (daily or weekly), you will receive your alerts on the specified days and at the desired time at the email address provided on your profile.

Directly from the interface

From the Dashboard view, you have access to all your alerts:

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Configure Alerts - Administrator Perspective

Administration > Advanced Configuration section > Alerts

A default configuration for Alerts is provided.

However, you can review the proposed configuration for existing alerts and create new ones.

Alert Report Configuration

You can configure:

Days for sending reports daily and weekly
Time for sending reports daily and weekly

Daily Alerts

Daily Alerts for alerts with an "urgent" nature, such as:

Handle a "Reminder" action / an action to be performed
Validate a timesheet, an expense report, or an absence request

Weekly Alerts

Weekly Alerts for alerts with a "less urgent" nature, such as:

Track candidate cards, resources, opportunities, projects, orders, and invoices
Be alerted to inconsistencies / warnings present in the tool (resources without HR contract, HR contract end date approaching, projects without order, unhandled billing deadlines, overdue invoice payment date...)

Alert Configuration

Note

When you configure an alert, it will then be proposed by default to managers, depending on module access rights.

Create an Alert

Choose the relevant module for which you want to create an alert
Select an alert related to this module
Enter a number of variables : period, type, state, etc.
Choose alert reports : daily, weekly, both, none

Edit an Existing Alert

If you want to edit a default-configured alert, simply click on it, make the desired changes, and you're done!

Explanation of Default Alerts

No "Interview" action for more than 15 days for candidates in HR "Creation" stage
The purpose of this Alert is to prompt you to conduct an "Interview" action with your candidates in the "Creation" stage
Intranet enabled for resources in "Archived" state
The purpose of this Alert is to ensure that all your archived resources can no longer log in to your intranet!
No reference HR contract for resources in "In Progress" state
The purpose of this Alert is to notify you about resources for which you have not defined an HR contract in their "Administrative" tab!
No HR contract end date for "Archived" Resources
The purpose of this Alert is to notify you about resources in "Archived" state for which you have not defined an HR contract end date in their "Administrative" tab.
HR contract ending soon
Thanks to this alert, you will be proactive in your offboarding process.
Projects reaching their end
The purpose of this alert is to notify the project manager that their project(s) are reaching their deadline and that they should either seek a new order or restaff the consultant(s).
Orders without billing address
The purpose of this alert is to notify the order manager that they need to create billing details and indicate them on the order.
Projects in "In Progress" state with no "Non-archived" order
The purpose of this Alert is to notify the project manager that there is no order in "In Progress" state for their "In Progress" project(s).
No "Note" action for more than 15 days for invoices in "Reminder 1" and "Reminder 2" state
The purpose of this Alert is to prompt the invoice manager to perform a follow-up!
No billing address for "In Progress" Orders
The purpose of this Alert is to notify the order manager if there are orders without a billing address to avoid sending incomplete invoices!
Deadline amounts different from Ordered Turnover
The purpose of this Alert is to notify the manager of a "Schedule" type order that the sum of the various deadlines does not match the total amount of the order, the "Ordered Turnover"!
Payment date overdue by more than 20 days for invoices in "Creation" and "Sent to client" state
The purpose of this Alert is to notify the invoice manager that the payment date has been exceeded and that they should either mark the invoices as "Paid" or perform follow-up actions!
Billing deadlines pending processing
The purpose of this Alert is to notify the manager of a "Schedule" type Order that billing deadlines have not been processed for more than 5 days!

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Configure Alerts - User Perspective

Dashboard > Alerts Tab > Configuration button

You will then be able to:

Configure alert reports
Edit alerts provided by your administrator
Create new alerts
Edit display order of alerts thanks to the drag and drop system

Configure alert reports

You can configure your daily and weekly alert reports.

For each of these reports, two options are available to you:

Keep the default configuration, defined in Administration
(If needed, a tooltip informs you of the configuration made)
Customize your reports
- Days for sending reports
- Time for sending reports adapted to the time zone selected in the resource profile configuration

Create an Alert

Simply go to the bottom of the configuration page and click Create an alert.

Choose the relevant module for which you want to create an alert
Select an alert related to this module
Enter a number of variables : period, type, state, etc.
Choose alert reports : daily, weekly, both, none

Edit an Alert

If you want to edit an alert, simply click on it and make the desired changes and you're done!

Warning

A user can only edit their own alerts.

Regarding Administration alerts, they can edit the state:

Default: this alert will be the same as the state defined in Administration
Disabled: this alert can be disabled if the user does not want to follow it
Enabled: this alert can be enabled and then, regardless of the alert state on the Administration side, it will be displayed for the user⠀

Tip

If you want to edit an administration alert, we recommend disabling it and then duplicating it so that this alert is in your configuration and you can modify it as you wish.

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FAQ

Grant access to alert configuration to a role or manager

It is possible to grant access to a manager or a role. Simply go to the manager account or role configuration > Administration section and activate the feature.

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I don't see the create button when I arrive at alert configuration

The creation link is at the very bottom of the page. This allows you to browse the different alerts to ensure it does not already exist before creating it.

As an administrator, I want to archive an alert

On the Administrator side, it is possible to disable an alert or delete it.

Disable: if you disable an alert AND the user had the Default state on this alert, then it is disabled. If the user had Enabled the alert, then there is no impact.
Delete: this alert is then deleted on the user side.⠀

I can no longer create alerts

The maximum number of alerts is 50. If you have reached this quota and want to create a new alert, you will need to disable an existing alert. If this disabled alert is used on the user side, it will not be disabled.