Welcome Emails: Sending them

Invites can either be sent in Bulk or Individually but we'll show you how to do both!

Sending Invites in BULK:

This is usually the easiest way to invite your appraisees when you first get going on FFARMS as most people won't yet have a FourteenFish account (unless they have used our site previously!) or it can also be useful when you have a batch of new starters who have joined at the same time.

So to send out your Welcome emails in bulk you just need to go to Emails section of FFARMS and select the following filter settings:

• Email Type Welcome email 
• Filter Emails not sent
• Automatic All
• Welcome filter No FourteenFish account
• Response filter blank
• Designated Body this will be your own DB or you may need to choose one DB if you have more than one for your Organisation
• Division you can leave this blank or if there are just one group of Appraisees within a Division you would like this to go to it will filter them for you

Once you set these you will see the number of people who haven't been sent this indicated where it says Results circled below. Just underneath this (indicated by the arrow) you will have a Warning if any of the people listed don't have an email address:

You can then either Select all which will put a tick in everybody's boxes following the word Preview. You can then hit Emailed selected messages which will bring up the below pop up box where you can hit OK:

Once you hit OK all appraisees ticked will be sent the Welcome Email you created in the Email Template.

Sending Invites INDIVIDUALLY:

You may find after sending the initial batch of Welcome Emails that it is easier to invite new Appraisees individually moving forwards.

To do this go to the Appraisees section of FFARMS and click into their Appraisee Record by hitting View:

Make sure they have an email address in their Appraisee Record but if they haven't you can do this by scrolling down to the Email Addresses section and clicking Add an email:

Once you have done this scroll back to the top of their record and you should see the option to Invite to FourteenFish:

Once you click this you will be taken to the following page where you can Add Custom text if you want to personalise the message. When you are ready just press Send email:

You can check to make sure the message has gone by checking their email history by going to their Appraisee Record and scrolling down to Emails (making sure the Working appraisal year in the right hand side of your screen is the same one you sent the email in).

You will see the date and time stamp of when you sent it and once they have completed the registration process a tick will appear under the Response heading: