This article shows how to use PARiM to create a message with custom pre-selected recipients.
While you can start a new message in the message center and select recipients one by one, for messaging larger groups or for larger companies, this would not be an effective method. That is why we have methods to select groups of people and have them be selected as recipients in bulk.
There are two pages, where this can be done the Calendar page and the Employees page.
Each one offers different ways of filtering the employee list and has its own advantages over the other.
Messaging visible employees through the Calendar page
Using the left sidebar filters, filter down to the group of people you want to send a message to. This could be a specific department, employees assigned shifts for a particular event, employees from a particular pattern or another criterion or a combination of criteria.
This will filter down the visible employee list in the centre based on the filters used, this will be the list of people you are aiming to message.
Now you need to go to the right side of the Schedule page and from the dropdown menu next to the Publish button click on Message visible people.
The number after the actions shows the number of people it affects, which is useful to estimate if you have filtered correctly.
3. Finally, you will be in the message composing screen, where the recipients have been already selected based on your previous actions and you can just type or paste in your message, select in which formats you want it sent: internal message only, internal message+email, internal message+SMS or all three methods of communication.
You can also toggle if you want this message to allow group chat.
Please note that to use SMS you need to have the SMS & voice module enabled.
You can read more about it here:
Messaging visible employees through the Employees page
Using the left sidebar filters, filter down to the group of people you want to send a message to. This could be a specific department, employees started within a certain period, employees from a particular region/sector or another criterion or a combination of criteria.
This will filter down the visible employee list in the centre based on the filters used, this will be the list of people you are aiming to message.
Next, you will need to select the filtered employee list by ticking the top selection box in the employee data table area.
Then you should press the Message button to start a new message with the selected employees as pre-selected recipients.
Finally, you will be in the message composing screen, where the recipients have been already selected based on your previous actions and you can just type or paste in your message, and select in which formats you want it sent: internal message only, internal message+email, internal message+SMS or all three methods of communication.
You can also toggle if you want this message to allow group chat.
Please note that to use SMS you need to have the SMS & voice module enabled.
You can read more about it here:
If you have any further questions, please do not hesitate to contact us through the chat option or by emailing us at support@parim.co