Créer une nouvelle alerte de réputation

Départ de : Le tableau de bord de réputation.

Alertes

Reputation's alert system is designed to notify users when specific criteria are met, helping you monitor important metrics like customer satisfaction and reviews in real-time. With customizable options, the alert system ensures you receive timely updates to address any issues proactively.

Create an alert

Accéder à Configuration > General > Alerts.
On the Alerts screen, select + Nouveau.

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A New alert window will pop up, here, you will need to follow 4 steps to create your alert:

1. General Information

Assign an Alert Name*.
Réglez le Frequency* for the alert. It can be:
Configure how often alerts should be generated:
- Daily: Receive alerts each day, providing a continuous stream of real-time data.
- Hebdomadaire: Summarize data in a weekly alert for a broader view of customer sentiment trends.
- Monthly: Review customer feedback over a monthly period for long-term analysis.
Choose the scope in Alert by*. The possible scopes are:
- By Business Unit (BU): Calculate the metric for each BU individually in the filter.
- By Business Unit Group: Calculate the metric for all BUs in the selected group, allowing for broader monitoring across multiple locations.
- Per Review: Trigger alerts based on individual review criteria, giving granular control over alerts tied to specific feedback.
Toggle the Statut button to make it active.
Hit the Suivant bouton.

2. Define Conditions

Sélectionnez le Alert metrics*. You can set up alerts based on various metrics:
- ???????NPS (Net Promoter Score) : Track customer loyalty and satisfaction by measuring the likelihood that customers will recommend your business.
- CSAT (Customer Satisfaction Score): Monitor customer satisfaction based on recent interactions.
- Reviews: Keep track of customer reviews across multiple platforms to understand public perception and address issues promptly.
For each metric, you can configure:
- ???????Operations*: Examples include “Greater than or equal to,” “Less than,” etc.
- Value*: Set thresholds (e.g., a CSAT score below 3 triggers an alert).
Define the days Days without reply*.
Hit Suivant to advance to the following step.

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3. Apply Filters???????

Réglez le Filtres to help refine your alerts to ensure they apply to relevant data only. Key filters include:
- Source: Specify platforms (e.g., Google, TripAdvisor, Yelp) where the reviews are coming from.
- Langue: Define language preferences to focus on feedback in specific languages.
Sélectionner Suivant to jump to the last step.

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4. Assign Recipients

Choisir who receives the alerts to ensure that relevant personnel stay informed:
- ???????Specific Users: Select individuals who need to be notified.
- Roles: Assign alerts to user roles (e.g., managers, customer service reps) so the relevant teams are always informed.

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Remarques : All the fields marked with the * are mandatory.

Once you have finished configuring the alert parameters, select Accepter to save the alert. It will now appear in the alerts list for easy management and monitoring.

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Gérer les alertes de réputation

Départ de : Le tableau de bord de réputation.

Accéder à Configuration > General > Alerts.

All active alerts are listed in a dedicated section, making it easy to monitor and manage them. Users can view details such as:

Alert name
Source
Fréquence
Recipient users or roles
Statuses
Creation details

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To create an alert, see Créer une nouvelle alerte de réputation.

Find Alerts

You can use two possible methods to find alerts already created.

Filtre: Use the filter feature to narrow down the alerts per scope, frequency, source, language, or status.
Recherche: Use the search feature to type the name of the alert and find it.

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Edit alerts

Select the row of the alert you want to Modifier.
The Edit alert window will pop up. Change the parameters as needed.
Sélectionner Accepter pour enregistrer les modifications.

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Delete alerts

Hover over the alert’s row.
Sélectionnez le icône de la poubelle at the far left of the row.
A confirmation window will appear. Select Accepter to delete the alert OU Annuler to go back.

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Email notifications in Compliance

Départ de : Le tableau de bord de conformité.

Enable and disable email notifications

Sélectionner People > Users depuis le menu principal.

Trouver l'utilisateur you want to configure email notifications for and select Modifier.

Faites défiler vers le bas pour Notifications or select Notifications directly from the side menu.

Toggle On/Off the different email notifications you want the user to receive.

Sélectionner Sauvegarder.

Remarques : Only users with registered emails can enable notifications.

Available email notifications

Central users

On a central user you can see the following options for email notifications:

Weekly dashboard email: Summary of compliance performance for all locations.

Monthly summary central email: A comprehensive monthly report on compliance results.

Weekly locations summary central email: A weekly recap of compliance data from all locations.

Upcoming tasks for the next four weeks: Sent every Monday, this email reminds users about bigger or less frequent tasks (i.e., tasks not scheduled on a daily or weekly basis) for all sites that the central user is connected with.

Note: This email is turned off by default, and users must manually enable it in their profile.

Local users

On a local user you can see the following options for email notifications:

Daily registration email: A report of all the previous day’s registrations.
To-Do today morning email: A list of tasks due in the morning.
To-Do today afternoon email: A list of tasks due in the afternoon.
Weekly summary local email: A summary of compliance performance for the past week.
Monthly summary local email: A detailed compliance report for the past month.

Upcoming tasks for the next four weeks: Sent every Monday, this email reminds users about bigger or less frequent tasks (i.e., tasks not scheduled on a daily or weekly basis).

Note: This email is turned off by default, and users must manually enable it in their profile.

Notifying a User About a Deviation

When a deviation is recorded, the user logging the deviation can assign a responsible person and choose to notify them by sending an email. This ensures that the designated individual is promptly informed and can take appropriate action.

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Comprendre les informations par e-mail

NoteIl s'agit d'une nouvelle fonctionnalité disponible pour les entreprises. Si vous souhaitez recevoir des e-mails d'information, veuillez contacter l'équipe d'assistance Mapal ou votre responsable de la réussite client.

Ce que vous trouverez dans l'e-mail

L'e-mail comporte quatre sections :

Un aperçu de conformité pour votre plateforme (ce sont les mêmes que les données de votre tableau de bord Flow).
Un aperçu de la Classement de la conformité pour l'ensemble de l'entreprise, afin que vous puissiez comparer les performances de votre secteur ou de votre succursale spécifique.
Le nombre de apprenants qui se sont connectés.
Le pourcentage de connexions par rapport à la 7 jours avant.

Sélectionner Voir plus sur l'une des sections pour accéder directement à ce rapport spécifique dans Flow.

Autres informations utiles

Si vous avez activé cette fonctionnalité, chaque responsable de formation et de compte de l'entreprise recevra l'e-mail d'informations.

L'e-mail est envoyé tous les mardis à partir de 10h00 GMT +00:00, bien que vous puissiez recevoir le vôtre un peu plus tard, en fonction de votre position dans la file d'attente.

Veuillez noter que l'e-mail n'est actuellement disponible qu'en anglais.

Gérer les alertes du planificateur

Départ de : Le module Main-d'œuvre.

There are a number of preconfigured alerts that will help you optimize the organization in the scheduler. Each of these alerts warns you of potential conflicts.

Work during absence: Check for shifts or entries that overlap with absenteeism incidents.
Personal restrictions: Checks if the shifts or entries respect the personal restrictions defined for the employee.
Contractual restrictions: Checks whether shifts or entries respect the restrictions of the employee's contract or agreement, excluding days off.
Days off restrictions: Check if the days off comply with the minimum rest days detailed in the contract or agreement.
Preliminary shift restrictions: Checks whether projected shifts or transfers take place during preliminary shifts.
Shift preferences: Check if shifts or transfers respect the requests made by employees in GIR Staff.
Work in assigned workstations: Checks if the employee or generic position is assigned to workstations in each shift or entry (shifts).
Work in authorized center: Checks if the employee or generic position is authorized to take a shift or to clock-in in a certain unit.
Expected Leave Date: Checks if the employee has shifts or clock ins beyond their Expected Departure Date in each work period.

If a scheduled shift violates any of the above requirements, a red mark (a dot) will appear in the employee's cell.
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Once the shift conflict is corrected, the alert disappears from the list.

View alerts

Sélectionner Planification > Scheduler 2.0 depuis le menu principal.

Parameterize the planner to be able to access the main grid.

Pour faire le paramétrage, voir Accéder au planificateur.

Une fois dans la grille principale, sélectionnez le Informations détaillées bouton.

Dans le menu déroulant, sélectionnez Alertes.

Remarques : Alerts will appear as you create your schedule, so it's a good idea to regularly check the alert list. You can filter the list to show a specific employee, type of restriction, or date.

Comprendre les notifications dans Engagement

Reconnaissances

Someone has sent you a recognition.
Someone has sent a recognition to a co-worker.
You have recognitions to give (quota for the month).
You have recognitions to give (days remaining).

Nouvelles

You have been added to a news channel.
Someone has reacted to your post like/dislike.
Someone has commented on a post you created.
A new news post has been posted for a channel you are in.

Agile feedback

Someone has sent you agile feedback (evaluation).
You have agile feedback to give (days remaining).
When an agile feedback survey is created (to recipient).
Notify if one your team members has been evaluated or self-evaluated (manager only).

Ideas

Someone has reacted to your idea.
Someone has commented on your idea.

Gérer les notifications dans Mapal OS

Sélectionner Ouvrir sur le Configuration tuile.
Sélectionner Notifications depuis le menu principal.

You’ll see a table list of your existing email templates. Here you can edit an existing template or create a new one.

Select an existing default email message to edit it.
Sélectionner Ajouter (+) to create a new email message.

Note: the custom messages that you create will override the default emails of the same type (in the Taper menu déroulant dans le New template pop-up), with the exception of the link to set up your password to Mapal OS (which will always be there at the bottom of the text you write).

Configurer des notifications pour envoyer les quarts de travail terminés aux employés via l'application mobile

Départ de : Le module Main-d'œuvre.

Sélectionner Configuration > Application employé depuis le menu principal.

Dans le Profils tab, you can see the list of profiles already created. The activation of shift notifications is directly linked to the configuration of the profiles, i.e. to activate the notifications, you must edit the configuration of an existing profile or create a new profile.

Sélectionnez le profile row to edit OU sélectionner Nouveau + pour créer un nouveau profil.

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In the Edit Profile or New Profile pop-up window, go to the Shifts section and configure the following settings:
- Make sure Changements is selected with a ? .
- Sous Schedule Visibility, set the number of visible past and future weeks.
- Réglez le event that will trigger the notification for employees. This can be when the shift is marked as Completed, Reviewed, or Closed.
- Sélectionner Show colleagues on shift if you want the employee to be able to see who will be on shift.
- Sélectionner Request read receipt for schedule if you would like to receive updates on who has viewed the shift.
- Sélectionner Do not show time shift ends to hide this information.

Sélectionner Accepter to save the settings you have configured OU Annuler pour annuler les modifications.

Configurer les notifications d'incident

Départ de : Le module Main-d'œuvre.

Sélectionner Configuration > Notifications depuis le menu principal.

Une fois sur cet écran, l'utilisateur verra le tableau principal qui répertorie toutes les notifications que les utilisateurs peuvent configurer en fonction des autorisations de leur rôle.

Sélectionnez le Nouveau + bouton pour attribuer de nouveaux destinataires et notifications.

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Une fenêtre pop-up apparaîtra avec 5 champs, pour lesquels vous devez sélectionner :
- Zone: Used to filter the events (notification) that the user associates with the recipients. This field is mandatory. There are 5 areas: Payroll incidences, ITs, Other Absences, Proposals, and Holidays.
- Événement: Displays the list of different events based on the previously selected area. This field is mandatory. Here you can select as many absence events as necessary.
- Rôle: Associates users with a specific role as recipients of the selected event(s).
- UtilisateurAssocie un ou plusieurs utilisateurs spécifiques en tant que destinataires des événements sélectionnés, indépendamment d'un rôle spécifique.
- StatutAttribuez un statut actif ou inactif à votre notification.

Remarques : Le champ Rôle n'est pas obligatoire si un utilisateur est sélectionné, et le champ Utilisateur n'est pas obligatoire si un rôle est sélectionné.

Par défaut, les notifications seront créées avec un Actif statut, de sorte que, dès le moment de la création, si l'un des événements de notification associés se produit, les utilisateurs recevront les notifications correspondantes.

Sélectionner Accepter to generate as many event-role and event-user notifications as have been selected from the event list OU sélectionner Annuler pour annuler les modifications.

Activer les notifications de propositions d'employés

Départ de : Le module Main-d'œuvre.

Sélectionner Configuration > Notifications depuis le menu principal.

Once on this screen, the user will see the main table listing all notifications that users can configure based on their role permissions.

Sélectionnez le Nouveau + bouton pour attribuer de nouveaux destinataires et notifications.

A popup window will show 5 fields, for which you’ll have to select:
- Zone: Used to filter the events to which the user associates recipients. This field is mandatory. There are five areas: Payroll Incidents, Sick Leaves, Other Absenteeism Incidents, Proposal, and Holidays. Select Proposal.
- Événement: Displays the list of different events based on the previously selected scope. This field is mandatory. Here, you can select as many Proposal events as needed.
- Rôle: Associate users with a specific role as recipients of the selected event or events.
- User: Associate users as recipients of the selected event or events.
- Statut: Assign an active or inactive status to your notification. By default, notifications will be created with an Actif statut, de sorte que, dès le moment de la création, si l'un des événements de notification associés se produit, les utilisateurs recevront les notifications correspondantes.

Note: Le Rôle field is not mandatory if a user is selected, and the Utilisateur field is not mandatory if a role is selected.

When the user selects Accepter, as many event-role and event-user notifications will be generated as selected.