How to Post Announcements

How to Post Announcements

This option allows you to create announcements to broadcast information to your users in mass. Employees may view this information from within their home page or dashboard in the Announcements widget, or from My Info > My Company > Announcements.

This option is accessed from Company Settings > Our Company > Announcements.

After you select the Add New button, you can build your announcement.

Add Image: Click the icon to add an image to your announcement.

Headline: The title of your announcement.

Body: The message of your announcement. HTML formatting is available to customize the message.

Template: Check to make this announcement a template that can be reused and edited

Platform: Select if the announcement should display to users in the Classic UI, the New UI, or both.

Active/From/To: The system will default to active status. Uncheck to make the announcement inactive, but still available on the maintenance page. Enter From/To dates for the time period for which the announcement will be active and viewable by users. When the dates have expired, the announcement will be removed and will no longer be visible to the user.

Count Down: Check to create a count-down timer for the announcement. The user can select the Refresh button to update the counter.

Add to Dashboard Heading As: Select how the announcement will appear to users. The selections are: Information, Warning, or Error. The system will add the appropriate symbol to the announcement.

Show As Pop-Up On Login: When you check this check box, the announcement message will display in a pop-up as soon as the employee successfully logs in. When using the Mobile Application, users can view the Announcements pop-up for one or more Announcements on any First Screen displayed when they initially log in, such as the New UI DashboardCurrent TimesheetMy Saved Reports, etc. Users can view text and images in the Announcements widget listings via a pop-up without clicking on the headline.

Show Marketplace Link: When you check this check box, the View Marketplace link will be added to the announcement pop-up on login. When the link is selected, the Marketplace process will kick off.

Visible To: These settings can help you control who can see an announcement:

  • Group: Select a group, and only users assigned to that group will see the announcement. Clicking on the Group hyperlink takes you to the Global Setup > Groups > Edit screen.

  • Security Profile: Select a security profile, and only users assigned to that group will see the announcement. Clicking on the Security Profile hyperlink takes you to the Company Settings > Profiles/Policies > Security screen.

  • Dashboard Layout Profile: Select a dashboard layout profile, and only users assigned to that profile will see the announcement. Clicking on the Dashboard Layout Profile hyperlink takes you to the Company Settings > Profiles/Policies > Dashboard Layout > Dashboard Layout Profiles screen.

Related Documents: Up to 3 documents can be attached to an announcement if additional information should be provided.

Configuration Documents

This menu option contains system-created configuration documents. These will reflect your company's configuration settings for various areas. The available documents vary depending on what is configured in your company and which modules are enabled. These can be downloaded as PDFs to help you verify configuration or to help troubleshoot issues. Use the refresh icon to update the pages prior to downloading.

Document Upload

This menu option allows you to upload documents to be available in other areas of the system where supporting documents can be selected. After you select Upload Document, a configuration page will display where you will select a file, add labels, and other optional information.

Choose File: This is the only required option on this page. You can simply just upload the document without any other optional information. In such cases, the Display Name will reflect the filename of the document.

Extra Settings: Optionally, you can add additional information to better define the document and set visibility filters.

Display Name: The name that will display to users selecting the document.

Category: Category for the document, such as Forms.

Document Type: Sets a user or company-defined type to the document. Select the linked title to set up new types.

Description: Describes the document.

Extra Info #1 - #3: Up to 3 extra information fields allow you to add more detail about the document.

Directory: If the document is sourced from a directory, enter that here for information purposes.

Can Be Downloaded By Accounts: Set a filter to restrict who can see the document when it is used/applied in the system.

Apply Data Retention: If using Data Retention, check this item to ensure that any sensitive information defined by the rules in Data Retention Profiles is handled accordingly.

Employee Information (Labels)

This menu option allows you to set Avery labels for the employee accounts in Employee Information. Some label settings and filters are available to include only certain employees and set the label sizes. Select the Download PDF option and the system will create a PDF in the Avery format selected. You can then print the PDF to a printer equipped with the corresponding Avery labels (or equivalent).


This menu option allows you to create events in your company that may be viewed by users in their home view dashboards. Events differ from Announcements in that an Event is created for a single day and a specific time period. Employees may view this information from My Info > My Company > Events.

This option is accessed under Company Settings > Our Company > Events.

Event Date: Enter the date range of the event.

Headline: Enter the title of the event.

Body: Enter information and details for the event.

Visible To: These settings can help you control who can see a particular event. Two options are available:

  • Group: Select a group and only users assigned to that group will see the event.

  • Security Profile: Select a security profile and only users assigned to that group will see the event.

Related Documents: Up to 3 documents can be attached to an announcement if additional information should be provided.

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