Engagement: Employee Portal: E-Cards

How to get there: Admin | Engagement | E-Cards

This option allows the user to set up the automatic generation of E-Cards. These messages can be sent by email to employees on several occasions as follows:

  • Work anniversaries

  • Religious celebration dates (based on the Religion that has been assigned to the Employee)

  • Birthdays

The specific messages that are sent are defined within the Message Templates part of the system. see Admin | Engagement | Message Templates for more information.

The fields available will differ dependent on which type of E-Card is created/selected.

Screen Layout and Fields

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Name

The name of the E-Card

Type

A drop-down list enabling the user to select the purpose of the E-Card:

  • Work Anniversary

  • Religious Celebration Date based on the religion that has been assigned to the Employee

  • Birthday

 

Joining

Tick to send the E-Card on the anniversary of the employee joining the business

Date

Date that the E-Card will be sent

Religion

A drop-down list containing available Religions configured within the system. Only employees with the selected Religion will receive the E-Card

Message Template

A drop-down list of the various Message Templates that can be used for creating an E-Card

Branch

Select the branch that the e-card will be used within. If a specific branch, or multiple branches are to be selected, the following dialog box is displayed to select from:

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Simply select your branch of choice, or multiple branches (use the CTRL key to select) and then select Select

Screen Actions

Add

Select Add to create a new E-Card

Back

Select to go to the previous page

Refresh

Select to refresh

Save

Select to save the E-Card

Delete

Select to delete the E-Card