How to Send Broadcast Notifications (Emails)
Purpose
This document outlines the process of sending a broadcast notification (emails) to employee(s) within the Green Leaf Elevated System. Emails can be sent in one of three ways - from the Employee Information Report, directly from the Employee's Profile, or from your Quick Actions Menu.
Please be aware that this guide is not all encompassing and that the broadcast notification settings are customized per client. If you have any questions regarding a specific broadcast notification within your system or its purpose, please reach out to your designated specialist or to the hrtechsupport@greenleafbizsolutions.com email for assistance.
How to Send Broadcast Notifications (Emails) from the Employee Information Report
1. Log into your Elevated account and navigate to: Team > My Team > Employee Information.
2. Search for the employee or multiple employees you wish to notify, check the checkbox to the left of the employee(s) record, and click the Communicate button located in the upper right of the screen.
3. Within the pop-up, you may choose to use a templated email (if they exist) or you can create emails on the fly.
- If a template is applied, you can make any edits to the From, Subject, and Message fields needed before sending.
4. The Add Tags button can be used to tag specific information about that employee.
5. You have the option to check the iCalendar Attachment Enabled to Send As Appointment.
- If the Send As Appointment option is checked, you are required to identify the When, From, and To fields. The Summary and Description fields are optional.
6. Within the Schedule section, you have the option to Send Immediately or Send as of.
- If the Send as of option is checked, you are required to identify the Date and Time so that the message is sent out at the specific time entered.
7. When ready, select the Send button, and the notification will be sent to all recipients selected.
How to Send Broadcast Notifications (Emails) directly within the Employee's Profile
1. Log into your Elevated account and navigate to: Team > My Team > Employee Information.
2. Search for the employee you wish to notify, check the checkbox to the left of the employee(s) record.
3. Within the employee's profile, click the Utilities button located in the upper right of the screen and select the Communicate option within the window that appears.
4. Within the pop-up, you may choose to use a templated email (if they exist) or you can create emails on the fly.
- If a template is applied, you can make any edits to the From, Subject, and Message fields needed before sending.
5. The Add Tags button can be used to tag specific information about that employee.
6. You have the option to check the iCalendar Attachment Enabled to Send As Appointment.
- If the Send As Appointment option is checked, you are required to identify the When, From, and To fields. The Summary and Description fields are optional.
7. Within the Schedule section, you have the option to Send Immediately or Send as of.
- If the Send as of option is checked, you are required to identify the Date and Time so that the message is sent out at the specific time entered.
8. When ready, select the Send button, and the notification will be sent to all recipients selected.
How to Send Broadcast Notifications (Emails) from the Quick Actions Menu
1. Log into your Elevated account and select the bubble next to your to-do bell that displays either your initials or profile picture if you've already uploaded one.
2. Once you select, you will see three options; select the Communicate option.
3. Within the pop-up, you may choose to use a templated email (if they exist) or you can create emails on the fly.
- If a template is applied, you can make any edits to the From, Subject, and Message fields needed before sending.
4. The Add Tags button can be used to tag specific information about that employee.
5. You have the option to check the iCalendar Attachment Enabled to Send As Appointment.
- If the Send As Appointment option is checked, you are required to identify the When, From, and To fields. The Summary and Description fields are optional.
6. Within the Schedule section, you have the option to Send Immediately or Send as of.
- If the Send as of option is checked, you are required to identify the Date and Time so that the message is sent out at the specific time entered.
7. When ready, select the Send button, and the notification will be sent to all recipients selected.
For more information on how to create a communication template, reference our How to Create Communication Templates article.
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