The Welcome menu provides you three areas to exchange information with employees.
You can set a message to appear to either supervisor or employees on their Welcome menu. Bulletins can be used for example, to inform all or specific groups employees of an upcoming event and will appear in the centre section of the Welcome menu. Any messages you receive can view directly by using the Message Widget. Use the Reminder option to set up your own personal reminders.
The layout of the centre panel of the Welcome menu can be user defined by adding employee/manager greetings, bulletins, and your facility logo. Bulletins can be used to keep your employees informed about upcoming events (e.g. Golf Tournament shown below), job openings etc.
To add a bulletin click on the Manage Bulletin icon located in the top left corner of the Welcome menu.
Click Manage Bulletins Plus icon to add a new bulletin or click on an existing bulletin to modify.
If you would like to add an attachment to the bulletin, click on the Plus icon beside the Attach Document field.
From the directory, select the file you would like to attached.
Employees will be able to view the attachment when they open the bulletin.
▪In the Title window enter the name of the bulletin. This will be displayed in the Bulletin section of the Welcome menu.
▪You can set an expiry date for your bulletin by selecting a date in the Expiry Date window.
▪Bulletins can be created or edited using the standard editing tools pictured above. To edit font size etc. first highlight the existing text, then select your editing options.
▪Complete the body section to add bulletin details.
▪If you would like to restrict who this bulletin is available to do NOT click Save. Use the filtering options on the Restrictions tab, then click Save.
This option allows you to filter your list of employees who will see this bulletin. Please note that this filter applies to employees only. Users will see all bulletins regardless of restrictions.
▪Click on the down arrow to open a drop-down list of options you wish to filter e.g. Department and Class.
▪If you wish to change your settings, click Reset to undo your selections.
▪Click Save. This will save your restrictions and send out your bulletin.
You can use the Reminders option to set reminders for yourself as a manager pertaining to specific employees or to set general personal reminders.
The Reminder icon is the light bulb image located under the employee / manager name.
If a Reminder has been created for current date, it will be displayed upon logging in.
Create A Reminder
▪Click on the light bulb.
This will open the Reminder window and click on the PLUS symbol.
Click on the Calendar icon to select a reminder date.
Reminder can be created for a specific employee, relating to a specific page or area of the software. While working, we will use the Hours section, a manager creates a reminder to adjust the hours for an employee.
▪The employee’s name will appear in Employee Panel window.(e.g. Edgard in this example). The employee whose name appears on the reminder is the one who is currently selected on your Employee Panel.
▪Type in your reminder details and the date you want it to appear on your reminder widget.
When the reminder date is the current date this reminder is shown.
Click on the Show me link to be taken to the page (area of the software). In our example this reminder was created for Edgard Po while in the Hours section.
▪Click on the Reminder to highlight it.
▪Click on the Show me link to be redirected.
To create a general (anonymous) reminder, you can detach the reminder from the employee by clicking on the Use Anonymously tick box when creating the Reminder.
Use this feature to create personal reminders that do not relate to a specific employee.
The Messages widget of the Welcome menu is where you will see a numbered list of all unread general discussions. These are discussions that are not related to any of the other sections of the Welcome menu, such as Time Off Requests or performance evaluations. Managers/users can send and receive discussions to other users and to employees.
New Messages / Discussions
To create general discussions (Not pertaining to shift exchanges, time off etc.)
▪Click on the Discussions or Messages (Envelope) icon (shown above).
▪Select New Discussions and the discussions screen will appear:
On the Employee tab you may use the filters to select the Employee(s), department or class you wish to send your discussion to.
▪Click in the filter window and select from the drop-down list.
You may also filter by Manager(s) from the Manager tab.
▪Click on the Managers field and select one or more managers from the list.
To send a broadcast message to all employees, tick on the Broadcast option.
Use the Expiry Date calendar to set an expiry date for the message.
▪Type your Topic and Body.
You may add the Message Widget to you Welcome menu. For how to add new widgets see Welcome menu widgets
Click on the number beside New Discussions on the Messages widget.
this will display unopened incoming and outgoing messages.
The centre panel of the Welcome menu can be user defined by adding employee and manager greetings, Bulletins and your facility logo.
The yellow highlighted area in the image below shows the Greeting section on the Welcome menu. To add, create or delete messages is available if setup in the user's security access.
To add either a supervisor or employee greeting, click on the Actions icon.
From the drop-down list select which greeting you would like to add or delete.
Modify Greeting - Supervisor or Employee
Clicking on either option, supervisor or employee greeting, will open the dialogue box pictured below. If a greeting exists already, it will show otherwise the text box will be blank.
▪To delete the message highlight it and click Delete on your keyboard.
▪If you chose to delete the message the Welcome menu now appears with no message at all in the centre.
▪To edit the message simply type over or re-word what is there. Standard tool bar options allow you to change font size, colour etc. for your message.
▪Click Save to send your new message to the Welcome menu.