Self-documenting manual

Adding Announcements

Adding Announcements shows administrators how to create an announcement from the Announcements page. Use this workflow when you are already reviewing check-in or scheduled announcements and want to add another announcement from that page.

Start from Operations > Announcements. Use the upper-right blue plus icon or the + Add Announcement button to open the Add Announcement form.

Announcements page showing the upper-right plus icon and bottom Add Announcement button used to open the Add Announcement form.

Review the full set of form areas below, then use the blue i markers to jump to details about the options they explain.

Announcement form showing message, link choices, save as template, send timing, target-by-name, target-by-rules, filters, schedule range, attachments, and save controls.

The form below shows the full set of options you may encounter. Some sections appear only after you choose the related sending, targeting, scheduling, attachment, or employee-filter option, and some filters may appear only when your company uses the related employee tags, departments, jobs, or schedules.

Form Options

Message

Enter the announcement text employees should receive. When supported by your company settings, the message can be translated into employee languages when it is sent.

Save As Template

Select Save as template when you want to keep the announcement available for later reuse. Leave it unchecked when the announcement is only needed for this send or scheduled send.

Send Timing

Send Now Or Send Later

Choose Send now to send the announcement as soon as you submit it. Choose Send later to schedule it for a future date and time.

Date Scheduled

When Send later is selected, set the date and time the announcement should be sent. The form requires a scheduled date unless the announcement is being saved as a reusable template.

Target Employees

Manage Target List

Use this area to decide whether to send the announcement to specific employees or to employees selected by rules. The audience should match the group that actually needs the message.

Target Employees By Name

Select this option when you know exactly which employees should receive the announcement.

Employee List

Use Employee List to choose named recipients. At least one employee is required when targeting by name.

Target Employees Using Rules

Select this option when the recipient list should be built from filters. Each selected rule narrows the target list, so only employees who match all selected criteria are included.

Employee Status

Use Employee Status to target active employees, inactive employees, or any status. Most operational announcements should be sent only to active employees.

Employee Supervisors

Use Employee Supervisors to target employees assigned to one or more supervisors. This is useful when the announcement applies to one manager's team or a group of teams.

Employee Tags

Use Employee Tags when your company tags employees by role, credential, region, or other grouping. When tags are selected, employees must match the selected tag rules to be included.

Departments

Use Departments to narrow the announcement to employees in specific departments or business units.

Distance From Job

Use Distance from Job when the announcement should go only to employees within a chosen distance of a job. After entering the distance, select the job that should be used for the location check.

Job

The Job field is required when distance targeting is used. Choose the job site that the distance rule should be measured from.

Scheduled For Job

Use Scheduled for Job to target employees who are scheduled for one or more jobs on a single date or across a date range.

Schedule Date Range

Choose Single Date when the job-schedule rule should check one day. Choose Date Range when the rule should include employees scheduled during a range of dates, then enter the start and end dates.

Preview Target List

Use Preview Target List before sending when you want to confirm which employees will receive the announcement. This is especially helpful when several targeting rules are used together.

Attachments And Actions

Manage Attachments

Open Manage Attachments when the announcement should include a supported file. Supported attachment types include HTML, PDF, TXT, JPG/JPEG, PNG, and GIF.

Upload Attachments

Use Upload to attach files, or drag supported files into the upload area. The form shows how many attachment slots are still available.

Save, Send, Or Cancel

The footer button changes based on the timing choice. Use Send for immediate announcements, Save for scheduled announcements or templates, or Cancel to close the form without saving changes.