Sending an Email within Sick Bank Deposits or Training Events

Note:  In order to send email notifications from within the Sick Bank Deposits option or the Training Events option, complete the following:  1) complete the General Options tab in the Email Manager option (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab in the Email Manager option, add an email address to use when emailing; 3) complete the Default Email Address ID field in the Notification Options section on the Human Resources tab, if desired; 4) enter up to three email addresses (for Business, Personal, and/or Other) in the Employee File for each employee who will be emailed; and 5) select the Other Communication field for each applicable email address for the employees (a checkmark will appear in the box if the field is selected).

Tip:  Before sending an email from within the Sick Bank Deposits option, the information for a deposit must first be entered.  Before sending an email from within the Training Events option, a training event must have employees entered to attend the event.

• From the Sick Bank Deposits screen or the Training Events screen, click the Email button.

Note:  When sending an email for a training event, first bring up the training event for which to send an email (by double-clicking the training event from the Scheduled Events List that appears in the upper right side of the screen or clicking the Find button to select the correct one) before clicking the Email button.

• Specify the employees for which to send the email by selecting the desired employee selections:  Attended and/or Did Not Attend for training events, or Selected and/or Unselected for sick bank deposits.  To select a particular employee selection, click the box for the Selected column to the left of the desired item.  A checkmark will appear in the box if the item is selected.

• Click the Execute button to continue.

• The Email Options screen will appear; complete the email options as needed.

Steps to Complete the Email Options

• Click the Execute button to send the emails.

Note:  If the first email is unable to be sent successfully, a prompt will appear asking to continue trying to send the remaining emails; click Yes to continue sending the remaining emails, or click No to quit sending the emails at this time (and, if desired, edit the Recipients List and then resend).  If an email is rejected because an incorrect email address was entered for a recipient, the rejection notice will be sent to the appropriate address for the designated email address in the Email Manager option.

• A message will appear in the status bar on the Email Options screen once the emails have been sent.

• Click the X in the upper right-hand corner to close the Email Options screen.

Note:  If there was one or more emails that were not successfully sent, the Cancel button and Retry button appear at the bottom of the Email Options screen.  If desired, edit the Recipients List and then click the Retry button to try resending the emails to those employees who did not have one sent initially; otherwise, click the Cancel button to close the Email Options screen.