How to Manage the Announcement Feature from the Dashboard

Article author
Learning Center Mekari
  • Updated

Announcement is a feature used to manage announcements given to all employees in the company. In this section, you will learn how to manage announcements (announcement) given to all employees in the company. However, before that, you can briefly learn about the Dashboard menu here.

Here are the steps.

A. Creating an Announcement through the Dashboard

  1. On the Dashboard, you can create an Announcement by clicking "What do you want to announce" as shown in the following display.
    2.png

    You can click “Filter” if you want to filter the list of announcements that have been made based on category.1.png

  2. Enter the title in the Subject field and the announcement category in the Category field.

     

    If you select New Category, a Category name field will appear where you can enter a new category name. You can categorize each announcement to manage them easily. For example: Birthday Announcement, New Office Policy, or Company Anniversary.
    4.png

  3. Click Forms to select a form if needed.

     

    You can check up to 5 forms to include in the Announcement. The forms that appear in this selection are forms with active status and accessible to all employees.

  4. Enter the announcement information in the Content field that you want to announce as follows.

  5. Next, you can specify the intended recipients of the announcement by clicking “All employees”. In this case, you can specify that the announcement is for certain branches by clicking “Branch” or certain organizations by clicking “Organization”. Additionally, you can also choose “Job Position” to direct the announcement to specific positions in the company or “Job Level” to target certain job levels within the company.
    2.png

  6. Click “Add Attachment” to attach a specific file.

    The attached document has a maximum size of 5MB.

  7. Check “Send announcement to employee’s email” to send the announcement via email to the relevant employees.

    This feature is disabled by default. To activate this feature, you need to configure it first in ESS Settings by clicking “Go to Settings”.

  8. Click “Post” once all information is correct. Thus, the announcement will be immediately sent to all employees selected in the organization and branch filters.

    Employees can view the announcement through the Inbox menu or via email if “Send to Email” has been checked.

  9. Your list of announcements will appear on the dashboard screen. Click “see more” to view the announcement details.
    Announcement_7.png

  10. You can delete an announcement by clicking the "three dots" then selecting “Delete announcement”.
    2023-01-23_14_07_12.jpg

B. Creating an Announcement through the Company Menu

  1. The second way to access the Announcement feature is through the Company menu.

  2. You can view the list of announcements that have been created and manage them. Click “Create announcement” to create a new announcement.

  3. The following pop-up will appear.

    No. Button/Field Name Description
    1 Enter title Enter the announcement title here.
    2 Text formatting bar Customize text and font by clicking the buttons here.
    3 Write your announcement

    Write your announcement here.

    If you include a link in the announcement, for security reasons, make sure you use HTTPS.

    4 Send announcement to employee’s email

    Check to send this announcement to employees' emails.
     

    Important
    This feature is disabled by default. To activate it, you need to configure it first in ESS Settings by clicking “Go to Settings”.

  4. Then, manage the publication of the announcement and its attachments in this section.

    No. Button/Field Name Description
    1 Publish to all employees Check to publish to all employees.
    2

    Based on criteria

    Check to publish based on certain criteria. Then, you can specify the employee criteria who will receive this announcement based on Branch, Organization, Job position, and/or Job level in each field. You can remove unnecessary criteria by clicking the “-” icon, or add new criteria by clicking “Add criteria”.
    3 Category

    Click to specify the announcement category.

    If you select New Category, a Category name field will appear where you can enter a new category name. You can categorize each announcement to manage them easily.

    For example: Birthday Announcement, New Office Policy, or Company Achievement.

    4 Forms Include forms by selecting them here.
    5 Attachment

    Click to add a specific file attachment. After the file is uploaded, you can see the list as in the example below. You can delete uploaded attachments by clicking “-”.

    Note the file upload requirements with a maximum file size of 10MB.

  5. Click “Save & publish” to publish the announcement, or “Cancel” if you decide to cancel creating the announcement.

That concludes the explanation on how to manage the Announcement feature from the Dashboard. You can also manage the Announcement feature through the Company menu, or click here.