Using I-9 Data on Email Templates and Workflow Channels

If you need to send emails containing I-9 data using a ClientSpace Email Template or Workflow Channel, you can set the I-9 dataform form as the Triggering Form. I-9 dataform fields become available as Subject and Body Replace Fields on the Content tab as well as on the Conditions tab (if you select I-9 as the Source) for a condition statement.

Two I-9 server data facilitate retrieving the fields used on email templates and workflow channels:

• peo_server_data_i9 - This procedure is set on the I-9 dataform (System Admin > Advanced > Dataform Admin > Configure Customization Options on Action Center toolbar) in the Server Data Proc 1(SDP1) field. It returns employee first and last name and other fields from the I-9 dataform, including Status, verification document titles, and more. The returned data is based on Employee ID of the associated Employee record. These fields are available on Email Templates and Workflow Channels when the I-9 form is set as the Triggering Form on the Initial tab of the Email Template or the Channel tab of the Workflow Channel.

  The SDP1 fields are available in the following locations:

  • The email template or workflow channel Content tab Replace Fields under Server Data Procedure 1:

    

    These fields can be used in email Subject and Body text.

  • The email template or workflow channel Conditions tab as a Source for the Field drop-down list when building email template or workflow conditions.

• peo_i9_emailtemplate_recipient_v2_proc - This procedure makes the employee work email and personal email available on the Addresses tab of the Email template when defining email recipients. Select the procedure in the Address Source Procedure field. Then define recipients using Address Source Procedure under Source and WorkEmail or PersonalEmail under Address.

  

Note: The server data procedures use values that are present on page load, not after a change has been made and data is updated.