Optis

You can upload documents to cases in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.    Go to...

Yes, you can determine which cases are visible to employees via the Self Service portal. Please follow the below steps, to update a cases visibility status w...

A letter template is a standard letter or email used to communicate leave details to employees and supervisors. These templates have been designed to ensure...

You can create letters for cases in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.    Go to ...

You can upload documents to cases in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.    Go to...

In order to send an email to a recipient, they must be included in the case’s contacts list. To add a contact for the employee directly from the email corr...

For the employee address information to auto-populate using LeaveXpert letter templates, you must add the employee contact information.   You can add cont...

By choosing Save as Draft, you save the piece of correspondence, but you can come back and edit or delete it at a later time.   By choosing Send + Comple...

Yes, the site administrator (for Plus or Unlimited editions) may add new templates following the instructions below: Go to the Administration menu item...

To enter your phone number so that it will auto-populate in the LeaveXpert letter templates: Place your curser over Your Name in the upper right-hand corner...