Select Email Criteria

The Select Email Criteria option in Human Resources allows a user to select a group of employees based upon certain criteria, such as birth date, hire/rehire date, certificate expiration date, a benefit, or a custom field, and then send an email message to those employees.  For example, an email message could be sent to those employees with certificates expiring this year as a reminder to get copies of their new certificates to the Business Office, or an email message could be sent to all employees with general information for an upcoming meeting.

In order to use the Select Email Criteria 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 in the Email Manager option, 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).

Steps to Send an Email Using Select Email Criteria

Select Email Criteria Tutorial

Note:  In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.