This guide details the steps to take if you need to change who receives the email from a workflow that has been triggered by a batch job.
Firstly, you need to create a copy of the batch job by following these steps.
Login into the Admin Tool, then click Batch Jobs.
Select the batch job you wish to edit.
Click Create a copy of the selected batch job.
📌 Note: This will allow you to make changes to the copy of the batch job. This is to avoid your changes being overwritten by a patch fix
You can then follow steps below to change the recipients of a workflow which is triggered by a batch job.
Login to the Admin Tool, then click Batch Jobs.
Find the batch job (e.g Pension Auto Enrolment - 22nd Birthday and select to 'Edit the selected batch job'.)
Under the Workflows tab, double-click on the workflow you need to edit.
Click Edit next to the Workflow field.
Click Open Designer.
Find the email or alert that needs to be changed.
Double-click or right-click and select Set Message Details.
To add a specific user, click Other on the right-hand side.
Select the required Recipient Type (To, CC or Bcc).
Select Primary Recipient, then select Specific Users.
From the drop-down on Which filter should be evaluated, select Person Number by Person Number.
From the next drop-down titled Which specific input should be used for the selected source, select the required person.
Click OK.
To send an email to a specific email address, follow steps 1-10 above.
Select Another E-mail Address.
Enter the required e-mail address in the box Another e-mail address at the bottom.
Click OK 3 times to save changes and compile the workflow.
🤓 Tip: If the email is setup to go to a specific user group, you will need to add the employee to that group.
If you have to change the recipients for a batch job that is not running a workflow, you can use the guidance available on our Customer Success Portal.