How do I create email notification for bank details change?

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There are number of steps to take to set up email notifications for change in employee bank details.

You will need to:

  1. Create a filter:
    1. Title your filter
    2. Select category
    3. find the expression: MOP Account Number
  2. Create Email Notifications:
    1. Title your email notification.
    2. Add in your Selected Fields
    3. Add your filter under Filters & Uniqueness tab
    4. Select 'Send this email once for every > Method of Payment > MOP Account Number
    5. Go to Email Body tab and add your email body details.
    6. Enter in the email address where you require the email to go to
    7. Your email address can be typed in or an email address chosen from iQ.
    8. Enter your subject
    9. Enter the body of your email.
    10. You can insert fields that are included in your email fields.
    11. Start typing your email body: Dear (right-click to view to view options from your Email Fields tab option). 
    12. Anything selected in your Email Fields Selected field, will be an option for the email body.
    13. Your email notification is complete
    14. The email notification will be sent whenever an employee changes their bank account details.

 

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