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Notify employees

Notify employees allows the user to send in-app, email and SMS notifications from Schedule Xpress to employees

C
Written by Celayix Support
Updated over 2 weeks ago

The Notify employees feature allows the User to send notifications to employees through Schedule Xpress. These notifications will be sent as Team Xpress app notifications, and can also be sent as email and SMS if the employee has consented to receive them.

Notify employees in Schedule Xpress

In this article, we'll look into the following on Notify employees in Schedule Xpress:

Finding Notify employees

Using Notify employees

'Notify employees' Notifications in Team Xpress app


Where to find Notify employees

You can find your Notify employees in the Schedule Tools in your Schedule Xpress.

Notify employees in Schedule Tools in Schedule Xpress

How to use Notify employees

It's important to know that there's two different ways that you can use the Notify employees feature:

  • Sending out a general notification to ALL employees

  • Sending out notifications to employees who are working specific shifts

Let's first look at sending a general notification to all employees.

General notification to all employees

If no shifts are selected, the User can send a general notification about anything.

Example: "Please enter your availability and Time off Requests for the next month by end of this week."

The first step is to click Schedule Tools > Notify employees, without highlighting any shifts in your schedule.

Currently there are no selected shifts in Notify employees in Schedule Xpress

Select employees to notify for General notification

The Select employees to notify list will default with ALL employees selected.

If you wish to select most employees, but not all, we'd recommend that you filter through your list and uncheck those who you don't want to notify.

If you only wish to select a few employees, we'd recommend press the Clear all option in the bottom right corner, which will uncheck all the employees in the list. You can then checkmark the ones you want to notify.

Select employees to notify in Notify employees in Schedule Xpress

Message text for General notification

Once you've chosen your employees to notify, you'll need to type a message to send.

You can also copy the scheduler into the email if you'd like. This will default from the same section in your Global defaults.

Message text and Copy scheduler to email in Notify employees in Schedule Xpress

You can press Notify employees to send the notification.

General notification example

The General notification will present as below.

The example displays is from an email notification. However, you can also send via SMS if you have an SMS package with Celayix.

General notification example sent from Notify employees in Schedule Xpress

Notify employees about Open shifts

If Open shifts are selected, the User can choose to Notify employees about these shifts. You need to apply an Employee search rule to find employees to notify.

Note: Employees will only appear in the list to be notified if they match the criteria to work the Open shifts selected. As long as the employee(s) can work at least one of these shifts, they will be able to be notified.

Currently selected shifts include 1 open shift in Notify employees in Schedule Xpress

Apply rule to find employees to notify

The Apply rule to find employees to notify is the section where you apply an Employee search rule to find employees who match the shift criteria.

Once applied, you'll see the number of employees available to notify. If you want to modify who you send this notification to, then you can select employees to notify.

Apply rule to find employees to notify in Notify employees in Schedule Xpress

Message text for Open shift(s)

The User can add an appropriate message to the notification. For example, "Hi everyone. Please confirm by Sunday if you want to work one of these Open shifts".

Message text in Notify employees in Schedule Xpress

You can press Notify employees to send the notification.

Open shift(s) notification example

The Open shift(s) notification will present as below.

The example displays is from an email notification. However, you can also send via SMS if you have an SMS package with Celayix.

Open shift(s) available notification sent from Notify employees in Schedule Xpress

Notify employees about Assigned shifts

If assigned shifts are selected, the User can send a notification to the assigned employees. They will be shown how many shifts in total are selected.

Note: This will also include open shifts if selected.

Currently selected shifts include 22 assigned shifts and 1 open shift in Notify employees in Schedule Xpress

Select employees to notify for Assigned shifts

The Select employees to notify will default based on the shifts that you've highlighted in your Schedule.

Selecting your shifts showing employees assigned to shifts in the Select employees to notify in Notify employees in Schedule Xpress

It will present the employees whose assigned shifts have been selected.

Select employees to notify in Notify employees in Schedule Xpress

Message text for Assigned shift(s)

An example may be, “Hi everyone. Please report to the south entrance of your location at least 10 minutes prior to your shift start time”.

Message text in Notify employees in Schedule Xpress

You can press Notify employees to send the notification.

Assigned shift(s) notification example

The Assigned shift(s) notification will present as below.

The example displays is from an email notification. However, you can also send via SMS if you have an SMS package with Celayix.

Assigned shift(s) notification sent from Notify employees in Schedule Xpress

'Notify employees' Notifications in Team Xpress app

Any Notify employees notification will also appear in the Notifications panel (bell icon) in the employees' Team Xpress app.

Notifications bell in the Team Xpress app

These will be received as a pop-up notification on their phone's lock screen and will appear in the Alerts section of the Notifications panel.

Notify employees notifications showing in Alerts section of Notifications panel in Team Xpress

For more information on the Notify employees feature, please Contact Support now!

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