Sending Messages and Attachments

Sending Messages and Attachments

Sending messages and attachments right from the web portal to Pacific Timecard is quick and easy!

Log in to the web-portal and click on "Field Workers" tab.  On the right side is the "Send Message" button.  Click on the button for the employee you wish to send a message too.

To send a message to multiple users, click on the corresponding check boxes on the left and use the icon located on the top right as shown below:

Click "Send Message" and the message screen will appear, type your message as demonstrated:

Once done, Click on "Send Message".  To attach a file to the message, click the "Choose File" button below the "Send Message" button. 

Locate and Open the file needed for upload:

Click "Send File" button, located below the "Choose File" Button.

The message or file will be sent to the device and a notification will show on the device as shown below:

For the mobile device employee to view the message, simply open the menu on the main Timecard screen and select "Messages."

A list of messages will appear with the new message at the top, the file sent will also be there.  The attachment may be downloaded to the device or delete as needed.

Automatic Send Reports

Automatic Send Reports
All reports sent can be sent to an email address without even accessing the Web Portal. To set up the automatic report schedule, go to the Reports in the web base application, to access, click on "View Scheduled Reports."

Once inside, you will see the screen with all Scheduled Reports (or groups of reports). If it's the first time, it will be empty, but let's change that! Click on the Add button.

The following image illustrates the different fields that you will see on the next screen:

   1. Enter a Description for the Report you are creating.

   2. Use this field to Add/Remove all the reports that you want to include in the same email.

   3. Pick your Time Zone.

   4. Select the period you want the report to be generated at.

   5. Select whether the report is generated indefinitely or if it should end on a specific date.

   6. Here you will select if you want to create a CSV file (Excel Spreadsheet) for each individual report or want the HTML version (similar to generating it online). Then:

     o Email To: Type the email addresses you wish to send the emails to, use commas if you need to list more than one

     o Email Subject: Define the subject of the Email on this area.

     o Email Body: Type the body of your Email here, it will be the same each time.

When done, click SAVE! Once the report is generated, it will be listed on the "Report Schedules" screen. To edit any values, click on"ID" and that should be it.