Send a private message to your employees individually
FAQ: How do I communicate with my staff privately? I need to send them a message.
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Access the Notes Feature on the Dashboard
- Navigate to the dashboard, and click on the bubble icon to create a new note.
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Create a Subject for the Note
- Start by entering a subject for your note.
- Alternatively, choose a predefined subject (e.g., "Training and Education").
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Set Importance Level
- Select the importance level of the note (e.g., "Important") to ensure it catches the recipient's attention.
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Embed a Video
- Find a video you want to share (e.g., a YouTube video).
- Click the "Share" button on the video, then select "Embed" and copy the embed code.
- Return to the note, click on "HTML," and paste the embed code.
- Save your changes by clicking the green checkmark.
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Add a Custom Message
- You can enhance the note by formatting text (e.g., bold text). For example, write "Please watch this video."
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Select Staff Members to Notify
- Choose the staff members who need to receive the note.
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Save and Close the Note
- If needed, adjust the time and date of the note.
- Click "Save and Close" to send the note to the selected staff members.
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Verify Staff Receipt
- Log in as a staff member to confirm they received the note.
- Staff members can play the video directly from the note.
- A timestamp will indicate when the note was viewed.
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Access Notes Anytime
- Staff members can access the note anytime by clicking "My Notes" at the top of their account.