The Inbox and Your Mail

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(→‎Checking the Inbox)
(→‎Checking the Inbox)
 
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__TOC__
 
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==The Inbox Explained==
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==The Standard Inbox Explained==
 
The Inbox is your personal mailbox, where you will receive notifications, reminders and requests as a result of workflow being carried out.
 
The Inbox is your personal mailbox, where you will receive notifications, reminders and requests as a result of workflow being carried out.
 
<br>
 
<br>
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<br>
 
<br>
  
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==Checking the Inbox==
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==Checking the Standard Inbox==
 
# After logging into the Subscribe-HR, select the Inbox. This is available on the top right of your screen, and is represented by a mail icon.
 
# After logging into the Subscribe-HR, select the Inbox. This is available on the top right of your screen, and is represented by a mail icon.
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# Open the inbox by hovering your pointing device over a record and selecting it.
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# You will be show the last 3 Alerts.
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# This is a list of all emails sent to the current user. They can be searched, with the option of the advanced search. These emails are listed from newest to oldest.
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# Select "SEE ALL ALERTS" to drill down into "ALL" of the reminders and tasks.
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# Messages can be opened using the envelope button, or marked as read using the tick button on the right side of the record.
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# Select the envelope icon to see if there is an action that needs to be taken by you.
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# Select the "TICK" Icon to complete. If there is another "TASK" for you to perform after selecting the "TICK ICON", this will present itself to you when you have clicked it.
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# Please note that "QUICK SEARCH" and "ADVANCED SEARCH" can be used to search e-mail tasks.
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# MAIL reminders with communication templates will also be sent to users: e.g. Outlook; GMAIL etc. A user can click on the URL in these e-mails and they will be taken from the e-mail into the Subscribe-HR inbox, to complete the TASK or view more details about the reminder.
  
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==Checking the Inbox(old)==
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==Team Dashboard Inbox==
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# After logging into the Subscribe-HR portal, select the Inbox.<br>You may notice that some Emails are in bold and others are not. Emails in bold have not been read.<br>  
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Tasks and reminders will also appear in this widget. This widget can be used to easily track current, upcoming, overdue, completed and sent tasks and notifications.  
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# Open an email by hovering your pointing device over the record and selecting it.
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# The Email may have an action or link inside for the receiver to carry out. This depends on the workflow setup.<br>The Example below has an action and a link.<br>The action is the '''Status Code''', this is an indication that this email has been opened and the request has been actioned and completed.<br>The link in the email is the '''Open Absence Details''', when selected this will direct the user to the Absence Details for the relevant employee and allow the user to Authorise or Reject the Absence Request<br>  
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<table border="1" width="100%" cellspacing="0">
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# When the '''Status Code''' is changed the user must select the Save button.
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<tr>
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# When finished reading the email select the Inbox link and this will list all emails in your Inbox.
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<td width="206"><font face="Arial" size="2">Today</font></td>
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<td width="484"><font face="Arial" size="2">Select this to view current tasks and notifications.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Upcoming</font></td>
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<td width="484"><font face="Arial" size="2">Select this to view tasks with a future due date.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Overdue</font></td>
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<td width="484"><font face="Arial" size="2">Select this to view tasks that are past their due date.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Completed</font></td>
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<td width="484"><font face="Arial" size="2">Select this to view tasks that have been completed.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">My Sent Tasks</font></td>
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<td width="484"><font face="Arial" size="2">Tasks that user has sent will appear in this section.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Filter</font></td>
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<td width="484"><font face="Arial" size="2">You can select filters to apply so that specific tasks and notification will display. You can filter down the list by system modules (HR, Recruitment, Onboarding etc.) and/or delegated tasks.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Delegation</font></td>
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<td width="484"><font face="Arial" size="2">Task delegations can be selected here.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">+ Quick Task</font></td>
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<td width="484"><font face="Arial" size="2">Select this to create a new task. The new task widget will pop up allowing you to enter the task name, assign employees, apply filters, enter in a due date/time and/or attach documents.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Search</font></td>
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<td width="484"><font face="Arial" size="2">This is a text field which you can use to enter keywords to search for. The list below will display tasks and notification relating to the keywords enterred.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Task Name</font></td>
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<td width="484"><font face="Arial" size="2">The subject of the task will appear under here.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Assigned To</font></td>
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<td width="484"><font face="Arial" size="2">Employee assigned will appear here.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Due Date</font></td>
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<td width="484"><font face="Arial" size="2">Task due date will appear here. This determines if the task should appear in the today, upcoming or overdue section.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Filter (Column)</font></td>
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<td width="484"><font face="Arial" size="2">Filters selected against the task will appear under here.</font></td>
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</tr>
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</table>
  
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 05:50, 25 January 2021

The Standard Inbox Explained

The Inbox is your personal mailbox, where you will receive notifications, reminders and requests as a result of workflow being carried out.
You will receive notifications and reminders and you will be able to interact with workflow processing by clicking options deployed in your inbox reminders. E.g. Managers can authorise Contract and Letters of offer, or they can check off items in checklists if they are included in these workflows. Or it may be a simple birthday reminder that is being sent into the inbox.

The easiest indication that you have unread emails in your Inbox is to look for a number next to the Inbox label.

Checking the Standard Inbox

  1. After logging into the Subscribe-HR, select the Inbox. This is available on the top right of your screen, and is represented by a mail icon.
  2. You will be show the last 3 Alerts.
  3. Select "SEE ALL ALERTS" to drill down into "ALL" of the reminders and tasks.
  4. Select the envelope icon to see if there is an action that needs to be taken by you.
  5. Select the "TICK" Icon to complete. If there is another "TASK" for you to perform after selecting the "TICK ICON", this will present itself to you when you have clicked it.
  6. Please note that "QUICK SEARCH" and "ADVANCED SEARCH" can be used to search e-mail tasks.
  7. MAIL reminders with communication templates will also be sent to users: e.g. Outlook; GMAIL etc. A user can click on the URL in these e-mails and they will be taken from the e-mail into the Subscribe-HR inbox, to complete the TASK or view more details about the reminder.

Team Dashboard Inbox

Tasks and reminders will also appear in this widget. This widget can be used to easily track current, upcoming, overdue, completed and sent tasks and notifications.

Today Select this to view current tasks and notifications.
Upcoming Select this to view tasks with a future due date.
Overdue Select this to view tasks that are past their due date.
Completed Select this to view tasks that have been completed.
My Sent Tasks Tasks that user has sent will appear in this section.
Filter You can select filters to apply so that specific tasks and notification will display. You can filter down the list by system modules (HR, Recruitment, Onboarding etc.) and/or delegated tasks.
Delegation Task delegations can be selected here.
+ Quick Task Select this to create a new task. The new task widget will pop up allowing you to enter the task name, assign employees, apply filters, enter in a due date/time and/or attach documents.
Search This is a text field which you can use to enter keywords to search for. The list below will display tasks and notification relating to the keywords enterred.
Task Name The subject of the task will appear under here.
Assigned To Employee assigned will appear here.
Due Date Task due date will appear here. This determines if the task should appear in the today, upcoming or overdue section.
Filter (Column) Filters selected against the task will appear under here.

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