Create Recipient List

Follow these steps to create an onboarding recipient list.

To create an onboarding recipient list:

On the Onboarding Recipient List screen, click Add Recipients List.

  1. In the Recipient Group Name field, enter a unique name. Duplicate recipient group names will result in an error message.
    Note:

    Since no description is included with the recipient group name, it is recommended that you select a descriptive name in the Recipient Group Name field, which doubles as a reminder of the purpose of the recipient list. For example, “Training” which suggests that the recipient list includes only users involved in the training of new hires.

  2. If applicable, in the Add Employees section, click Select Users from Employee List to search for users.

    You can search by employee name, or find individuals who report to a specific manager.

  3. Click Search to generate the search results table.
  4. In the Employees to Add field, click Search Users to search for and select employees to include in the recipient list.

    In the search results screen, select recipients by either clicking D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\Add green.gif or selecting the check box next to the employee name and clicking Add All Selected.

  5. Click Confirm Selection.
  6. If applicable, in the Add External Recipients section, enter the Name and E-mail address of the external recipient.
  7. If you want to add more than one recipient, click Add Another Recipient, and repeat Step 8.
  8. Click Submit to save the recipient list.