PAYROLL - Employee Communications tab

Send and track emails, create internal notes, alerts and calendar entries, and attach files for an Employee record

• Refresh to load any Communications that may have been posted since last refresh and that may not be displaying

• Filter / Search / Customize Communication List - see Employee List Customization
• Export Communication(s) in Excel or CSV format - see Employee Export

• Create Note (Communication / Attachment) for this Employee

 

• • option to   Insert Date/Time into the message body
  • Add Attachment (s) of any file type which will copy the file to C:\ProgramData\Spire\media

• • • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\Spire\media\(database name)
      • Tools > Migrate Files

                           
                           

• • Add Link for a URL or file not in the centralized location mentioned above
  • Open Related (in this case, the Employee record)
  • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up but you don't want to delete it

• • enter Subject
  • select Type from a preset list or add a New one on-the-fly from the browse list
  • enter the message in the body
  • Assigned To - any user set up in the system or leave blank for 'Unassigned'
  • Due Date (triggered by system date, not logon date) - schedule the message to:
    • popup at the Assigned User's logon (or all Users if 'Unassigned'):
    • display a yellow banner when this Employee record is opened

• • • display on the assigned User’s Calendar, where the Communication can be viewed / accessed, with view options:

         

• • • • Show Modules - to select which originating Modules to display, from modules you currently have access to
      • Show Users to select which User’s entries you wish to see in your Calendar - activate in User setting View All Calendars (each User’s entries will be a different colour)

                             

• • • • Show Unassigned - entries not assigned to any User (Unassigned entries will be black)
      • Show Completed to display all Calendar entries marked as Completed
    • Number - option to numerically code or sequence for sorting in Filters and Reports
    • Completed Date - enter any date to discontinue this alert or click on   Mark Completed to insert the current logon date
    • Print is only applicable to Communications on Inventory Items, Customers and Vendors for Sales or Purchase Order forms
    • Alert will cause a red banner to display when this Employee record is opened

 

• • •   Save or Save and Close or Save and Create New
    • see all scheduled Alerts in Tools > View Notes Due Today 

• • the Communication will also display in the Communications module, where you have access to the following:

       

• • • • Mark Completed to stop the Alert if you don’t want to delete it
      •   Open Related record (Employee details)

• • Create Email attachment for this Customer  

• • option to Edit / Delete the selected Communication(s)
  • Communication Context Menu - right-click on any line(s) to display

               

Note that the colour of the banner displayed indicates the ‘status’ of the note:

• Yellow - a date has been entered
• Red - ‘Alert’ has been checked
• Blue - no date has been entered, and ‘Alert' has not been checked