eSS Messages - How to send messages and documents to eSS Users (eg Employee, Candidates, Volunteers)

Self Service Messaging allows you to broadcast messages and attach existing documents to your eSS Users (eg Employees, Candidates, Contractors or Volunteers) through eSS.

To send a Self Service Message;
1. Click on the Actions drop down on the top menu bar
2. Click on Self Service Messaging
 
 

The messages will be separated into 2 tabs;

  • Current Messages 
  • Expired Messages

NOTE - All management users with access to eSS messages will see all eSS messages for the branches/users that they have access to, not just eSS messages that they have created. 

3. Click Create Message
 
4. Under the To dropdown, select who you would like to send the message to.
 
 
  • All Branches - this will send to all workers with an active eSS account
  • Selected Branch(es)  - you can select specific branches to send the eSS message to. If selected, a list of branches will appear to select from.
  • Selected User(s) - you can select individual workers with an active eSS account to send the eSS message to. If selected, another field will become available to select workers with an active eSS account
 

NOTE: Any personal or private documents or messages should not be sent via eSS. It is recommended that you send them from the personal record of the worker as an email or eSS task

5.

Select the record type who you would like to send the message too. This option will only be available if you choose All Branches or Selected Branch(es).

 
6. Enter a "Subject" for the message.
7. Enter the body of the message.
8. If you require the employee to Acknowledge the message, select the Acknowledgement checkbox.
9. Set an expiry date for the message. After this date, the message will only appear in the "Expired Message" tab in Self Service Messaging and will also not show on the eSS user's inbox. This date will default to 12 months.
 
10. If you want to attach a document to the message, click on the Attach Documents tab and select a document to attach. This is done by selecting the  document row.
11. When you have finished selecting the attachments, select the Message Details tab.
 
12. Any attachments selected now appear at the bottom of the message under Attachments.
13. When you are confident the message is complete and have reviewed all settings, select Send to broadcast the message to the selected eSS Users.
 
  Once sent, the message will appear on the eSS User's Noticeboard. If you selected Acknowledgement, the message will appear in the eSS User's inbox.
 
 

To report on self service messages that have been sent, click on the knowledge base article Self Service Messages Report.