Announcement and Acknowledgement Wizards

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==Creating Announcements using the Announcement Wizard==
 
==Creating Announcements using the Announcement Wizard==
  
After logging in to the Subscribe-HR system make sure you are in the People & Culture dashboard. Go the the "START" option on the Top Right Hand Side of the screen.
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After selecting “Announcement” from the Wizard menu, you will be requested to specify the following information to create a new Announcement.
  
# From the dropdown, select New Announcement. Click Select.
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===Announcement – General Information===
# Enter the Announcement Title, select the Announcement Type, link a survey if required, select the recipients and the announcement's expiry date. Click Next.
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# Next section will allow you to edit the content of the announcement. Text here can be formatted with images and links inserted. Click Next.
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# You can then choose to acknowledge specific employees, locations and/or departments. Doing so will allow you to edit the Acknowledgement content in the next step. Otherwise click Next.
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# Announcement summary will display allowing you to review before submitting. If you have chosen to acknowledge employees, locations and/or departments, a separate summary will also appear for user to review. Click Submit.
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# Success.
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==Creating Acknowledgements using the Acknowledgement Wizard==
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#<b>Announcement Title</b> – specify an “Announcement” title.
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#<b>Announcement Type</b> – specify an “Announcement” type e.g. Highlight, Innovation, Policy etc.
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#<b>Survey</b> – if you want to attach a “Survey” to the Announcement (for recipients to complete), you can attach that Survey here.
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#<b>Recipient Group</b> – specify which Group you want to send the Announcement to. The options available are:
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*All Employees – this will send the Announcement to all Employees.
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*Employee – this gives you the option to nominate which Employee/s you want to send the Announcement to.
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*Department – this gives you the option to nominate which Department/s you want to send the Announcement to.
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*Location – this gives you the option to nominate which Location/s you want to send the Announcement to.
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#<b>Recipients</b> – specify which Recipients within the Group you have chose you want to send the Announcement to.
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For example, if the previous Recipient Group was “Departments,” then choose between HR, Finance, Operations etc. You have the ability to add/choose multiple options for the Employee/s, Department/s and Location/s options. To add different options, click in the “Recipient” field and a list will appear. Then make your selection/s from that list. If the Recipient Group was Employee/s you will need to specify at least one Employee to be able to progress to the next stage of the Wizard.
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#<b>Expire Date</b> – set the date of expiry for the Announcement. Click “Next.”
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#<b>Content</b> – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.”
  
After logging in to the Subscribe-HR system make sure you are in the People & Culture dashboard. Go the the "START" option on the Top Right Hand Side of the screen.
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===Announcement – Include Acknowledgement/s===
  
# From the dropdown, select New Acknowledgement. Click Select.
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This window gives you the opportunity to include an ‘Acknowledgement’ within the Announcement. To include an Acknowledgement, add the following information:
# Enter in the Key Words for the acknowledgement. E.g. #Welldone #ITteam. Click Next.
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# Select the employees, locations and/or departments that are to be acknowledged. Click Next.
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#<b>Employees</b> – # Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
# Next section will allow you to edit the content of the acknowledgement. Text here can be formatted with images and links inserted. Click Next.
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# Scroll down and click either “Announcement” or “Acknowledgement” then click "Select."
# Acknowledgement summary will display allowing you to review before submitting. Click Submit
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# Success.
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#<b>Employees</b> – add the names of the Employees you want to acknowledge. You have the ability to choose multiple options here.  
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#<b>Locations</b> – add the names of the Locations you want to acknowledge. You have the ability to choose multiple options here.
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#<b>Departments</b> – add the names of the Departments you want to acknowledge. You have the ability to choose multiple options here. Click “Next.
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#<b>Content</b> – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.
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# <b>Summary</b> – the final screen for the Announcement is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Announcement” click “Submit.”
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# <b>Success</b> – if your Announcement has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
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==Creating Acknowledgements using the Acknowledgement Wizard==
  
==How to Trigger The Announcements and Acknowledgement Wizard==
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After selecting “Acknowledgement” from the Wizard menu, you will be requested to specify the following information to create a new Acknowledgement.
  
After logging in to the Subscribe-HR system, Go the the "START" option on the Top Right Hand Side of the screen.
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===Announcement – General Information===
  
# Enter the Name of the Announcement and the recipients.
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#<b>Keyword</b> – specify a keyword, using a #hashtag for your Acknowledgement e.g. #welldone, #ITteam, etc.
# Enter the Announcement content into the editor and attach a survey if you want to.
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#<b>Employees</b> – add the names of the Employees you want to acknowledge. You have the ability to choose multiple options here.  
# Link people to the Acknowledgement for a Job Well Done.
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#<b>Locations</b> – add the names of the Locations you want to acknowledge. You have the ability to choose multiple options here.
# View the Summary information. Click Send.
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#<b>Departments</b> – add the names of the Departments you want to acknowledge. You have the ability to choose multiple options here. Click “Next.
# Success.
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#<b>Content</b> – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.”
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# <b>Summary</b> – the final screen for the Announcement is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Announcement” click “Submit.”
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# <b>Success</b> – if your Announcement has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
  
 
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Revision as of 05:19, 21 June 2021

Announcements and Acknowledgements Wizards

The Announcement and Acknowledgement Wizard allows you to Create and Send Company Announcements to all or selected people, as well as linking specific people to Acknowledgements. Steps in this wizard include.

  • Create the Announcement Name.
  • Enter the information into the editor for the Announcement. Attach a Survey if you want to.
  • Link people to the Acknowledgement.
  • View Summary.
  • Success.

Announcement and Acknowledgement Wizards Navigation Functionality

There are multiple navigation options available to you in both the Announcement and Acknowledgement Wizards. These navigation options are outlined below.

  1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
  2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
  3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
  4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
  5. Create - Allows you to 'save' a New Record you've created.
  6. Edit - Allows you to Edit a Record.
  7. Save - Allows you to Save a Record.
  8. Delete - Allows you to Delete a Record.
  9. Previous - Allows you to go Back one step.
  10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
  11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
  12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
  13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
  14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
  15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

Creating Announcements using the Announcement Wizard

After selecting “Announcement” from the Wizard menu, you will be requested to specify the following information to create a new Announcement.

Announcement – General Information

  1. Announcement Title – specify an “Announcement” title.
  2. Announcement Type – specify an “Announcement” type e.g. Highlight, Innovation, Policy etc.
  3. Survey – if you want to attach a “Survey” to the Announcement (for recipients to complete), you can attach that Survey here.
  4. Recipient Group – specify which Group you want to send the Announcement to. The options available are:
  • All Employees – this will send the Announcement to all Employees.
  • Employee – this gives you the option to nominate which Employee/s you want to send the Announcement to.
  • Department – this gives you the option to nominate which Department/s you want to send the Announcement to.
  • Location – this gives you the option to nominate which Location/s you want to send the Announcement to.
  1. Recipients – specify which Recipients within the Group you have chose you want to send the Announcement to.

For example, if the previous Recipient Group was “Departments,” then choose between HR, Finance, Operations etc. You have the ability to add/choose multiple options for the Employee/s, Department/s and Location/s options. To add different options, click in the “Recipient” field and a list will appear. Then make your selection/s from that list. If the Recipient Group was Employee/s you will need to specify at least one Employee to be able to progress to the next stage of the Wizard.

  1. Expire Date – set the date of expiry for the Announcement. Click “Next.”
  2. Content – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.”

Announcement – Include Acknowledgement/s

This window gives you the opportunity to include an ‘Acknowledgement’ within the Announcement. To include an Acknowledgement, add the following information:

  1. Employees – # Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
  2. Scroll down and click either “Announcement” or “Acknowledgement” then click "Select."
  1. Employees – add the names of the Employees you want to acknowledge. You have the ability to choose multiple options here.
  2. Locations – add the names of the Locations you want to acknowledge. You have the ability to choose multiple options here.
  3. Departments – add the names of the Departments you want to acknowledge. You have the ability to choose multiple options here. Click “Next.”
  4. Content – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.”
  5. Summary – the final screen for the Announcement is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Announcement” click “Submit.”
  6. Success – if your Announcement has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.

Creating Acknowledgements using the Acknowledgement Wizard

After selecting “Acknowledgement” from the Wizard menu, you will be requested to specify the following information to create a new Acknowledgement.

Announcement – General Information

  1. Keyword – specify a keyword, using a #hashtag for your Acknowledgement e.g. #welldone, #ITteam, etc.
  2. Employees – add the names of the Employees you want to acknowledge. You have the ability to choose multiple options here.
  3. Locations – add the names of the Locations you want to acknowledge. You have the ability to choose multiple options here.
  4. Departments – add the names of the Departments you want to acknowledge. You have the ability to choose multiple options here. Click “Next.”
  5. Content – enter the Announcement in the wysiwig editor. Use the formatting options available to format your Announcement. Click “Next.”
  6. Summary – the final screen for the Announcement is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit your “Announcement” click “Submit.”
  7. Success – if your Announcement has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.



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