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There are two ways a template can be distributed. While designing the template if you click on save & next & you'd be automatically brought to distribute page. |
or you click on distribute button for every template on template listing page & would be brought to distribution page. |
Distribution settingsClick on every section for distribution settings. |
Image AddedBrief description of all sectionsTemplate |
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Distribution |
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Dates |
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RemindersThis function has been added in 3.7.3.1 version. This section allows you to add email reminders (maximum 9) |
to prompt users to complete the form who are involved in the process and have not completed the form. |
Click on set reminders field and add dates to send email reminders. UsersOne can do user selection with two different ways. Clicking on '+' allows adding a combination of users one by one. Whereas clicking on 'magnifier / search sign' allows adding bulk users in distribution using different search parameters. |
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Adding user pairs manuallyOne can add user pairs manually to this distribution set. This covers all possible cases of one team member reporting to multiple managers or change in reporting structure midway through review period etc. |
Image Added Selecting users in bulkClicking on search button opens up the bulk user selector. One can check the first box that exists before user column to select all users. For the select set of users, you can check boxes randomly or use search options like 'user containing text, has manager, has a designation, has a team to select the specific set of users. |
Once you are done with the user selection, by clicking on add selected button you can add selected users to the distribution list and click on the close option to close user selection pop-up. In the attached example, we've selected a few users from the list. System fetches all users with UpRaise access (excluding ones which have been deleted/inactive). Simultaneously managers of corresponding users are retrieved and set in reviewer column. If there is no manager defined in UpRaise for a certain user, reviewer column will be empty. For HR User column, the system will select UpRaise admin who has created the distribution. Example - Here only Anuradha has her managers defined in UpRaise whereas there is no manager assigned for Matt. You can simply click and type in the name and choose a manager for him. |
Image Added Irrespective of whether a manager exists in UpRaise or not, one can create/edit pairs of team member & reviewer. As long as the pair is distinct, the system will allow distribution of the template. In the above example, if you try to create the same pair of Matt as team member & reviewer Annu - the system will block you from doing that. Once all the user pairs are entered, click on distribute and after confirmation, the template distribution will be queued. All the team members will receive an email notification. |
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