Communications, Attachments, Case Notes
Company Contacts can be added for those contacts that are not employee-specific, but apply across all employees for your organization. All company contact...
Wed, 5 Jun, 2019 at 12:49 PM
Site administrators (for Plus or Unlimited editions) may add attachments to new or existing letter templates following the instructions below: Go to Ad...
Wed, 5 Jun, 2019 at 12:49 PM
Yes, the site administrator (for Plus or Unlimited editions) may add modify templates following the instructions below: Go to the Administration menu item...
Wed, 5 Jun, 2019 at 12:50 PM
Downloading into PDF limits users from altering letters after they are downloaded from the system but before they are sent out which ensures that LeaveXpert...
Wed, 5 Jun, 2019 at 12:51 PM
Images such as logos, electronic signatures, etc. may be uploaded to letter templates by site administrators (only for Plus and Unlimited editions) or into ...
Thu, 5 Jan, 2023 at 2:50 PM
Yes, letter templates can be setup to automatically generated within specific cases. The functionality works very similar to the way the system automatical...
Wed, 5 Jun, 2019 at 12:52 PM
Yes! Site administrators may upload these items within the Self Service Documents tool under Administration. Within the tool, Site Administrators can create...
Wed, 5 Jun, 2019 at 12:52 PM
There are several ways to communicate with employee: Via Personal Conversations/Phone Calls: you may want to create a Case Note within the Correspondence ...
Wed, 5 Jun, 2019 at 12:53 PM
There are several ways for an employee to communicate with the Leave Specialist Via Personal Conversations/Phone Calls: you may want to create a Case Note...
Wed, 5 Jun, 2019 at 12:54 PM
There are two types of LeaveXpert Self Service users: managers and employees. Employees are the only users with access to the Correspondence Section within ...
Wed, 5 Jun, 2019 at 12:54 PM