Tag: email

Correspondence History

In the Contract and Correspondence section of the personnel record is the correspondence history which is created when you select the option to save while printing or sending a correspondence from the  Letters menu.  The history shows the template name that was used, the sender, the date sent, the method sent and the status.

You can see more details of the correspondence by clicking on the View icon.  If the correspondence was sent as a pdf, click on the Envelope icon to see what email text was sent along with the pdf.

You can also delete a correspondence that might have been generated in error by clicking on the Delete icon.

Contact Information

The Contact Information section of the personnel record contains the addresses, phone numbers, and email addresses.  You can select whether information should be shown in the directories or not.

There are three phone numbers possible and also a Primary Contact # field where you can set which number should be shown as the main contact.

When adding a new personnel record, the work e-mail address might  be automatically generated if a setting is set in the Operational Settings in the Admin/Config menu.  It can always be overwritten if needed.  If the work email address shows ins red, it is an indication that there might be a duplicate email address in the system.

When a change in address is entered in the Contact Information section, a history record will be kept for future reference and can be viewed in this section.

System Email Account Setting

In order for PeopleWerksHR to send out letters or notifications to others, an e-mail account needs to be set up.  This is done in the System Administration section in the Admin/Config menu.

For further information, contact PeopleWerksHR Support.