Action Item Email

To use the email feature, payroll’s email functionality must have been previously configured. See Administrator Information | Setting your System Preferences | Setting Email for instructions.

To send an email relating to property, skills, training or events: 

1. Open the relevant item on screen, either from the incumbent file or from the employee file.
2. While editing the item, select the Action Item tab to view existing actions. Click the Add New drop-down and then select the Email item.
3. In the pop-up window complete the following information as required:
   

Field	Explanation
To	Enter the email address of the recipient. To search for an email address from a contact, click To and enter the name of the recipient in the search field.
Subject	Enter a subject for the email.
Priority	Select from Low, Medium and High.
Journal	Selecting Journal will save a copy of the email to the database.
Encrypt Attachments	Select if you wish to enclose attachments within a zip file. Encryption allows attachments to be password protected. See Administrator Information | Setting your System Preferences | Setting Email
Message	Enter the text of the message.
Categories	If you wish to assign this email to a category, select it from the list or click <<Add New>> to create one as you work

The Actions Toolbar - Email

Click on the buttons within the toolbar to perform functions once the email has been set up.

Field	Explanation
	Click to send the email.
	Click to cancel any unsaved changes.
	Click to browse to a file/ document that you want to attach to the email.