Help / Modules / HR & compliance

Post and manage announcements

Announcements broadcast a message to your team on their dashboard and in the announcements reader. Use them for compliance notices, HR policy updates, culture shout-outs, and operational reminders that need to reach a specific set of roles.

Before you start

• You need the admin, hr_admin, or clinical_manager role to post announcements.
• Every user in the target audience can read announcements, discuss them inline, and react — no additional grant is required.

Categories

Pick the category that matches your intent. The reader page color-codes each one so recipients scan them fast.

Category	Use for
Compliance	Policy changes, mandatory acknowledgements, regulatory updates
HR	Benefits, PTO, onboarding, org changes
Culture	Team celebrations, values reminders, org-wide morale
Operations	Workflow changes, downtime notices, process updates
Events	All-hands, offsites, training sessions
Kudos	Peer recognition — visible to everyone by default

Compose an announcement

1. Open the composer. From HR & Compliance, click Announcements → New announcement. The direct route is /hr-announcement-composer.
2. Pick the Category. This drives the color badge on the reader page.
3. Write the Title and Body. Keep the title short and specific — the reader page shows titles in a scannable list.
4. Pick the audience. - All team — every user with access to the current facility. - Specific roles — check one or more roles. The composer shows the live count of users each role would reach. - Territories — narrow further to a territory (BD reps, home health regions).
5. Attach files if needed. Drag PDFs or documents into the attachments zone. Attachments are stored per announcement and appear inline on the reader page.
6. Add a link (optional). Paste a URL — the reader shows it as a call-to-action button below the body.
7. Pick delivery timing. - Immediate — posts as soon as you save. - Scheduled — pick a date and time in your local timezone. The system stores it in UTC and releases it at that moment.
8. Save. Immediate announcements appear on every recipient's dashboard right away. Scheduled announcements move to the pending queue until their release time.

Kudos

Kudos are a lightweight subset of announcements meant for peer recognition. Any user can post a Kudos from the inline composer on the announcements reader page — you do not need admin rights. Kudos always go to all team members and are pinned in the reader for a shorter window.

Reader page

• Every user opens Announcements from the top nav or the dashboard tile to see their queue.
• Announcements land in reverse-chronological order, color-coded by category.
• Clicking one opens the detail view with body, attachments, and an inline Discussion thread — the thread is a scoped team-chat conversation, so replies and reactions live under the announcement instead of cluttering the main chat.
• Kudos appear pinned at the top when active.

Edit or retract

Composers and admins can reopen an announcement from the composer's edit mode:

1. On the reader page, click your announcement, then ⋯ → Edit.
2. Update fields; save. Recipients see the revised body on their next reader refresh.
3. To retract, open ⋯ → Delete. The announcement disappears from the reader; a delete audit row is kept for compliance.

Troubleshooting

Symptom	Likely cause	What to do
Recipients don't see the announcement	Wrong roles selected or user has no facility grant	Recheck target roles; confirm the recipient has access to this facility
Scheduled announcement did not fire	Scheduled time was in the past when saved	Reschedule to a future time and save again
Attachment won't upload	File over 25 MB or unsupported type	Split the file or convert to PDF; retry
Kudos not showing in reader	Facility's Kudos rotation window elapsed	Kudos rotate off the pin after 7 days; still findable via search