Respond to a Workforce Planning Message
Objective
To respond messages sent from the Workforce Planning tool.
Background
When managing your workforce, you can send messages to provide helpful information such as updates to weather, programmes or information about certain job titles. People can respond to messages so that communication can be tracked and managed in Workforce Planning.
Things to Consider
- Required User Permissions:
- To receive messages via email, recipients must have the 'Enable Email' tickbox selected and an 'Email Address' entered on their Workforce Planning profile. See Edit People in Workforce Planning.
- To receive messages via SMS, recipients must have the 'Enable SMS' tickbox selected and a 'Phone Number' entered on their Workforce Planning profile. See Edit People in Workforce Planning.
- To receive messages through the Workforce Planning/LaborChart mobile app, recipients must have the 'Enable Mobile Notifications' tickbox marked on their Workforce Planning profile. See Edit People in Workforce Planning.
- Additional Information:
- Messages sent in Workforce Planning will NOT appear in Emails in Procore.
- When replying to an individual message, the response is sent to the sender of the original message.
- When replying to a group message, the response is sent to everyone the original message was sent to.
- People receiving messages:
- Cannot reply by SMS. See What messages and alerts can people respond to in Workforce Planning?
Note: Message and data rates may apply when receiving SMS messages. - Can reply from their own email client. Emailed replies appear in your Inbox. See Manage Your Inbox for Workforce Planning.
- Can respond using the Workforce Planning/LaborChart app. See What is the Workforce/LaborChart Planning App?
- Can respond using the Messages tool.
- Cannot reply by SMS. See What messages and alerts can people respond to in Workforce Planning?
Prerequisites
Steps
Follow these steps to:
Respond by Email
- In your email client, open the email message.
- Click Reply.
- Click Send to send the email message.
Respond by Workforce Planning/LaborChart App
- On your mobile device, open the Workforce Planning/LaborChart app. See What is the Workforce Planning/LaborChart App?
- Tap the more menu (≡) icon and select Communications.
- Tap the message.
- Enter your response.
- Tap Send.
Respond using the Messages tool
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Select the message to reply to.
- Enter your response.
- Click Reply.