You can send emails from LeaveXpert in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.

  

  • Go to the Correspondence section of the case and click on Add Correspondence; or

  • Click on the Add Correspondence quick link in the header

  • Select the Type of document:   Email

  • Select an appropriate documentation Sub Type

  • Choose if you will use a pre-configured Template

  • If using a template, find the appropriate letter by filtering in Template Groups and choose the Template

  • Add Recipients of the email (The list of potential recipients is pulled from the contacts list for the employee.  If a desired recipient is not listed you can add a recipient by click on the + icon.)

  • Add a Title

  • Review the Body of the email

  • Add any Attachments that you want to send with the email

  • Click the Save as Draft button if you want the ability to edit the note or click the Send + Complete button if you want the send the mail.