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Messaging Associates

Updated over 5 months ago

There are several places within Hera where you can message your Associates.

Daily Roster

Standup Announcements

In the Daily Rostering tab you will find a Stand-up Announcements box. By clicking the pencil at the top right-hand corner, you can edit the contents. This feature is used for sending daily reminders and tips to your Associates. An example would be safety tips, standard work tips, etc.

Pictures/files can be sent by clicking the "Include Attachment" button. Anything written in this box will only be sent to employees rostered in Hera for that day. This announcement is not sent automatically, so please ensure you send it by clicking "Send To Associates" when ready.

If you need to send out another message to rostered employees, keep reading to see how!

Custom Message

You can easily send your rostered associates a message from the Daily Rostering page by using the messaging menu located under the search bar. At the bottom of the menu you will see the option to SEND A CUSTOM MESSAGE TO... to your DAs. Select All Actively Rostered Associates to open the pop up window where you can type your message that will be sent to all rostered DAs.

Alternatively, you can use the check boxes to the left of the Time column to select specific associates you want to message.

Note: DAs with a status of Call Out, No Call, No Show, or VTO will not receive any messages for that day.


Associate List

Messages can also be sent from the Associate List under Associate Management by using the action menu on the header row. The checkboxes to the left of the employees' names can be used to select the employees you would like to send a message to. This page only displays active employees by default. Use the filters on the top right to view employees under different statuses on this page. You can also message a single employee from this page by using the action menu on their row. This will take you to the Hera messenger.

Note: A message sent out to a group of employees is NOT a group message. The message is sent to them individually via text and email.

Use the action menu on the top right to message all matching Associates. This message will be sent to all the DAs that match the current filter settings.

use the checkboxes on the left-hand side to select specific Associates to message.

You can select multiple associates from different pages to message at once. The selector menu at the top left will show you how many associates you have selected from other pages. Through the selector menu, you also have the option to select all the associates on the current page or all associates across all pages.

*Note: Filters are locked and cannot be edited while you are making associate selections.*

If you have selected associates that have an Inactive status you will see a warning above the message box

Associate Profile Labels

Labels can be created and assigned to associates. Through any associates profile you can message all associates that are assigned the same Label. Hover over the label and the dropdown options will appear.
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Pick an option and a drawer will slide out from the right side of the screen. Only associates with the selected label will receive a message.
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Hera Messenger

Click on Hera Messenger in the top right area of your screen to go to the 2-way texting page.

This messaging page works similarly to your phone's messaging app. From here you can send messages to employees individually. Only you and other Hera users with permission can see the messages on this page. Keep in mind that the recipient does not know who sent the message unless you let them know. We recommend telling your associates to save this number with your company name for further communication. This is the best place to have your Associates call out for record-keeping purposes. If you want to find out how to access this page easily from your phone, please read this short article to set it up.

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