Revision as of 03:19, 17 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 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.

1. From the dropdown, select New Announcement. Click Select.
2. Enter the Announcement Title, select the Announcement Type, link a survey if required, select the recipients and the announcement's expiry date. Click Next.
3. Next section will allow you to edit the content of the announcement. Text here can be formatted with images and links inserted. Click Next.
4. 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.
5. 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.
6. Success.

Creating Acknowledgements using the Acknowledgement 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.

1. From the dropdown, select New Acknowledgement. Click Select.
2. Enter in the Key Words for the acknowledgement. E.g. #Welldone #ITteam. Click Next.
3. Select the employees, locations and/or departments that are to be acknowledged. Click Next.
4. Next section will allow you to edit the content of the acknowledgement. Text here can be formatted with images and links inserted. Click Next.
5. Acknowledgement summary will display allowing you to review before submitting. Click Submit
6. Success.

How to Trigger The Announcements and Acknowledgement Wizard

After logging in to the Subscribe-HR system, Go the the "START" option on the Top Right Hand Side of the screen.

1. Enter the Name of the Announcement and the recipients.
2. Enter the Announcement content into the editor and attach a survey if you want to.
3. Link people to the Acknowledgement for a Job Well Done.
4. View the Summary information. Click Send.
5. Success.