Company Announcements and How to Create

You can use Announcements to communicate with either the entire company, or just a specific group of people. 

They can be used as a reminder to your office for Open Enrollment deadlines, Office Functions, any company changes, etc.

They can also be used to welcome new employees to the company or as a welcome notice to a specific new employee to remind them of any onboarding tasks still outstanding. 

Navigate to Settings > Our Company > Announcements (Configuration)

Select Add New in the top right corner of the screen

You can fill in the headline and body of the announcement

You can set a date range or implement a countdown to a deadline for a task.

Select whether you would like it to be listed as a pop up when they login

You can also select a specific group and/or Security Profile that is allowed to view the announcement. 

To create a group, you will click on the word Group 

Then select New Group using the button in the top right corner

 

It will ask if you want a Filter based group or a regular group

The filter based group allows you to choose people using And/Or/Not/Delete options. You can include individuals based on certain conditions. For example, if there was an update to a benefit plan for all employees living in Arkansas; you can set the filter to show the announcement to only employees who have that benefit plan AND live in the state of Arkansas. 

You will name the filter/group, enter a description, and select the And/Or/Not option that suits your needs. For this example, we will choose And.

I chose the first filter to be Address: State first, then I'll select AND again and choose Benefit Plan

You will choose your desired state and then select the Active Benefit Plan to choose which benefit plan this would apply to

The select SAVE in the top right-hand corner

If you want a regular group, you would select Regular 

You need to name the group and Save before you can select group members.

You will select your group members > Add To Group > SAVE

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