Tips for Enriching and Customizing Notifications in SuccessFactors Learning

  • by Eric Wood, SAP ERP HCM/SuccessFactors Solution Architect, Presence of IT
  • December 21, 2016
Learn how to use the direct-link, attachment, and extended custom notifications features of SuccessFactors Learning to customize the look and feel and content of email notifications. Learn about the features, capabilities, and processes in the learning management system for tailoring notifications, and how they can play a key role in your HR communication strategy for learning and development.
Learning Objectives

By reading this article, you will learn how to:

  • Use direct links in SuccessFactors Learning notification templates to provide quick links to recipients from emails to take them directly to specific pages in the learning management system (LMS)
  • Extend notification template content using attachments, allowing administrators to attach supplementary detail to email notifications from the LMS in separate documents
  • Tailor notification content for items (courses) and scheduled offerings, if required, providing specific details related to a course or registration to recipients that is not part of the global system notification template
Key Concept
In SuccessFactors Learning, direct links are used to provide URLs that users can click to log in and access specific pages in the learning management system (LMS). Direct links can be generated in the LMS via a provided tool and then embedded in any environment that accepts URLs. That includes email and the notification templates used in SuccessFactors to send automatic system email messages to learners, supervisors, and other recipients around key learning activities and tasks. With direct links in system email notifications, users can quickly access the LMS to view further information or take necessary action on their learning activities.

With the b1511 release in SuccessFactors Learning, the new notification template editor provides great opportunities for organizations to build professionally branded communications within the learning management system (LMS). Notifications can now support robust HTML formatting, allowing for modern design principles to be applied to email templates, including mobile-responsive design features for efficient display across devices.

While the email formatting capabilities within the notification template editor are substantive, there are additional notification features that give administrators the ability to provide learners with even more enriching information and to tailor notifications further at individual object levels. Using direct links from the LMS in notifications provides quick links to users into the LMS directly from emails, allowing users to access learning activities more quickly and efficiently.

Using attachments in notifications provides administrators with the ability to extend notification content through supporting documents, ensuring recipients receive all necessary information as part of a single email. Lastly, the LMS allows for further customizing of select notification templates for specific items and scheduled offerings, giving the ability to customize communication material to specific courses if desired. I discuss each of these features in more detail in this article.

Note
To learn more about creating and using notifications in SuccessFactors Learning, read my other, related, HR Expert article, “A Guide to Using Notifications in SuccessFactors Learning for Efficient Communication.”

Eric Wood

Eric Wood is an SAP ERP HCM/SuccessFactors Solution Architect at Presence of IT.  He has 11 years of experience in corporate and consulting roles, focused on the strategy and development of HRIS solutions, specifically SAP ERP HCM. Eric has worked across a range of HR modules, both on-premise and in the cloud, for clients across various industries while based in the United States and Australia.  Eric is also a frequent conference speaker at SAP conferences in the U.S., Europe, Australia, and Singapore.

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