The Inbox and Your Mail
From Subscribe-HR Wiki Help
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| − | ==The Inbox Explained== | + | ==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. | ||
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| − | ==Checking the Inbox== | + | ==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. | ||
# You will be show the last 3 Alerts. | # You will be show the last 3 Alerts. | ||
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==Team Dashboard Inbox== | ==Team Dashboard Inbox== | ||
| − | Tasks and reminders will also appear in this widget. | + | 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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<td width="206"><font face="Arial" size="2">My Sent Tasks</font></td> | <td width="206"><font face="Arial" size="2">My Sent Tasks</font></td> | ||
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Tasks that user has sent will appear in this section.</font></td> |
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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
- 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.
- You will be show the last 3 Alerts.
- Select "SEE ALL ALERTS" to drill down into "ALL" of the reminders and tasks.
- Select the envelope icon to see if there is an action that needs to be taken by you.
- 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.
- Please note that "QUICK SEARCH" and "ADVANCED SEARCH" can be used to search e-mail tasks.
- 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. |
