How do I send or schedule email reminders to team members who have not completed their assessments?
Manually Send Reminders
If you are the main contact, and are receiving updates on the team assessment, you can simply click the "Send Reminders" button in the most recent email update you received. You can also send reminders directly from the Administrator's Console:
Choose the team you wish to modify on the assessments page in the Administrator’s Console.
After selecting the appropriate team, scroll down to the Team Roster section.
Check the box next to the team members you would like to remind.
From the “What Would You Like to Do?” drop-down menu, choose “Send Reminder to Selected Team Members”, and click on the “Go” button
You will be prompted to confirm the details. Select “Send” if you choose to send reminders.
Schedule Reminders
Choose the team on the assessments page in the Administrator’s Console.
Under the “Team Assessment Status” section in the upper right-hand corner of the page, choose “Schedule Reminders For This Team.”
Select a date and time and click on the “Done” button.
The reminder email will go out on the selected date and time to team members who have not completed the assessment.
