How to Use Messages

Updated At: 2023-08-28

Only Owner and Manager can manage message feature.
This feature is available from Standard Plan.
Please note that message feature is not available during the free trial for security reasons.
  • You can send messages in the desired format, such as in-house announcements, attendance notifications, and overtime notifications to employees.
  • You can use Shiftee's data to write messages and send them to multiple employees at once.


Web

After enabling the message feature, you'll see an activated message menu on the left.
The [Messages] menu shows your message history.
In the [Message Template] menu, you can create message forms.


First, create a message template for sending messages in the [Message Template] menu.



1. Create a Message Template

Enter your message template's title and content, then click ‘Add’ button.
You can freely create a message template in the desired format. Please refer to the example below.

Name : Enter the name of the template
Title : Enter the message title. You can write a title by referring to the description below.

Set parts of the message template that need to reflect each recipient's data as 'variables'.
You can enter text directly into the 'variable' in #{ } or set the data value you want to retrieve from Shiftee.
The selected data is automatically reflected when sending a message.

For example, if you set up variables like the image above, it will be reflected as follows.

e.g.) #{MonthYear} #{Employee} Overtime Work Notification
→ January 2022 Kim Overtime Work Notificaiton

Title Variable Mapping : Choose which data item to retrieve for variables in your title. The selected data ia automatically inserted according to the recipient.
Contents : Write your message in the desired format, using ‘variables’ to insert recipient-specific data.
Contents Variable Mapping : Set variable items in your message. The selected data is automatically inserted according to the recipient.

📢  Note

Report Snapshot : When sending a message, you can automatically reflect the data from the selected report snapshot.



Example of Use ) Attaching Images

To add an image, follow these steps below:


① Click on ⋮(more) button and select the < >(code view) option to switch to code input mode.
Enter the following.

<img src="">

② You can attach an image by copying the link of an external image. Search for the image you want, then right-click and choose ‘copy link address’ to copy the image link.

📢  Note

When using external image links, ensure that they are publicly accessible.


③ Paste the copied link between the ""(double quotation marks), then click the < >(code view) button again.
You'll see the attached image as shown below:




2. Send a Message Using Your Template

Go to [Messages] menu and click + Send Messages button.


Step 1. Configure Message

Name : Enter the message name.
Template : Select the template to send the message.
Report Period : Select the period to view.

  • Report Snapshot(Optional) : According to the message template set above, a report snapshot selection field will appear. Choose which report snapshot item to use.

Employees to Send : Select the message recipient. You can individually select recipients or choose a specific target.

📢  Note

Use the advanced filter to search for employees in the list.
Learn more from Advanced Employee Filter.

Email Notification : When sending a message, the recipients can recieve a notification by email.
Variable Mapping : Choose Which data to retrieve for each item. The variable mapping value set in your template is automatically applied.

📢  Note

If the data for the variable is incorrect, an error will occur before proceeding to the next step.
Make sure the 'variable' item exists in your selected data.




Step 2. Preview

Click Preview button to check if your message's data is correct. Click the message icon below preview to review your message.


Once checked, click Send Messages button to send your message.

📢  Note

If you need to make changes, click Download Excel button to edit your data and upload the file to apply your changes.




3. View Your Message History


Go to [Message] menu to see your sent messages.
You can view each message's recipients, content, read status, and notes.






Receiving Messages

Recipients will receive notifications on their mobile app when they receive a message.
You can view messages on both the web staff mode and mobile app.



Web Staff Mode > Message Tab

STEP 1 ) Go to the Messages tab and click on a message to view it.
After reading, click OK to mark it as read. You can also leave a note.


STEP 2 ) The confirmation time is recorded and the message status will be changed to ‘Read’.


Mobile App > Message Icon

You'll receive a notification on your mobile app when you receive a message.
Click on the message icon in the upper right corner to view messages.


Need more help?

We are happy to help you with any technical support or other inquiries.