Sending an email in HR Agent Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Send an email with attached documents or communicate about the HR case from the HR Agent Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Select a case for which you want to send an email.
      Note:
      If you want to directly send the attachment in a case as an email, click the Send Email button on the case tab.
    3. Click the More Actions icon icon at the top right hand corner of the tab.
    4. Select Compose Email.
      The New Email Draft opens in another tab.
      The To field will be automatically filled with the subject person's email id. However, you can change the recipient of the email.
    5. The Subject field in the email will be updated with the case title.
    6. Compose your email in the space provided.
    7. Click Send Email.
    8. Click Save as draft, if you are not ready to send the email yet.
      Use the Quick Messages or the Response Templates on the contextual side panel to help you compose the email swiftly. For more information, see Use Response templates in an email.