Sending an email in Agent Workspace for HR Case Management

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

    • Send any communication related to HR cases with attached documents using the Send email feature. Minimise typing errors by auto-populating the email address of the subject person (of the case) in the email.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select a case for which you want to send an email.
      Note:
      If you want to directly send the document 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.
      • For the Verification of Employment service HR service, fill in the Document template category, Document template, Subject person fields.
      • For the Employee Verification Letter HR service, fill in the Document type, PDF template, Subject person fields.
      Click Preview document. In the window, click Generate. A document is generated and added as an attachment to the case.
    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.
      You can use Response template for the content on the email.
    7. Click Send Email.
      An email with the generated document is sent to the intended recipient.

      Click Save as draft, if you are not ready to send the email yet.