Add Message
The Add Message button opens a wizard to send a message to the employee whose record is currently open.
To send a message to an employee, complete the following steps:
- Click on the Employee button in the tool bar.
- Use the Employee Search to search for the employee to send the message to.
- Select the employees to be sent the message by checking the box to the left of the employee name(s) and then clicking on the folder icon to open the records.
- From the Employee Actions in the left pane, select the Add Message button.
- Note: From this step, to send the same message to multiple employees, click on the Back button on the wizard to access the Employee Search screen to add to the list.
- In the Subject field, enter a title for this message. This title is displayed on the My Unread Messages card on the Home page.
The subject title of the message. This subject title appears on the My Unread Messages section of the Home Page.
- Select the level of Importance from the drop down menu. Icons are displayed for messages coded with High or Low importance.
The level of importance of this message (Low, Normal, or High). Messages with High and Low importance levels display with an appropriate icon in the message screen in the Priority column.
- Enter the body of the message in the Text field. Employees can view this text when the message is opened.
The free-form text of the message.
- Click on Finish.
- The message displays on the My Unread Messages card of the Home page of all selected employees. The employee can view the message by selecting the View Messages button.
Subject
The subject of the message. This message title appears on the Home page in the Unread Messages section.
Importance
Indicates the urgency of this message (i.e. Low, Normal, or High). If a message is coded high or low, an icon is displayed when the employee views the message.
Text
The free-form text of the message. When a predefined note is selected, the text is automatically displayed. When the predefined note is configured to be editable, additional information can be entered in this field. If this is not a predefined note, type the message text in this field.