Revision as of 05:27, 21 June 2021

Announcements and Acknowledgements Wizards

The Announcement and Acknowledgement Wizards allows you to Create and Send Company Announcements or Acknowledgements to all Employees, selected Employees, Departments or Locations. You can also Acknowledge individual Employees, Departments or Locations from within an Accouncement.

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).

How to Trigger the Announcement Wizard

You can trigger the Announcement Wizard from the Wizard popup menu

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
3. Scroll down and click on the "Announcement" option then click "Select."

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.

• General Information.
• Include Acknowledgement.

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 – 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.

How to Trigger the Acknowledgement Wizard

You can trigger the Acknowledgement Wizard from the Wizard popup menu

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Click on the downwards pointing arrow (right hand side of the popup window) to open the dropdown list.
3. Scroll down and click on the " Acknowledgement" option then click "Select."

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.