Module Navigation

Campaign Tab for Wellness Campaigns in Core HR

The Campaigns tab from Wellness Campaigns allows you to edit/duplicate existing campaigns, create new campaigns, and delete campaigns.

The Wellness module becomes visible to the employee portal once there is an active wellness campaign.

Navigating to Wellness Campaigns
  • Expand Settings and click Wellness Campaigns from the menu.

    CHR - Menu - Wellness Campaigns - 00.png

  • Click the Campaigns tab.

    CHR - Wellness Campaigns - Campaigns - 00.png

Campaigns_-_00.png

The "Campaigns" tab will have columns for:

  • Wellness Campaign - The name of the wellness campaign. Clicking the name of the wellness campaign will allow you to update the campaign.
  • Active - Active status of the wellness campaign.
  • Start Date - When the campaign is scheduled to start.
  • End Date - When the campaign is scheduled to end.

From the Actions drop-down menu, you can:

Campaigns_-_01.png

To duplicate or delete a selected record, click the checkbox to the far right of a campaign, then use the appropriate option from the Actions drop-down menu.

Creating a Campaign

Steps and information for creating/editing a campaign can be found in the following article.

Duplicating a Campaign

If you already have an existing campaign that you want to reuse, you can duplicate it and make some minor adjustments. 

  • Use the checkboxes towards the right of the campaign(s) you want to duplicate.

    CHR - Wellness Campaigns - Campaigns - Select - 00.png

  • Click Duplicate selected records from the Actions drop-down menu.

    CHR - Wellness Campaigns - Actions - 02.png

  • The campaigns will appear with "Copy of" at the beginning of the name. Click the name of the wellness campaign to update it.

    CHR - Wellness Campaigns - Campaigns - Duplicate - 01.png

Deleting a Campaign

  • Use the checkboxes towards the right of the campaign(s) you want to delete.

    CHR - Wellness Campaigns - Campaigns - Select - 00.png

  • Click Delete selected records from the Actions drop-down menu.

    CHR - Wellness Campaigns - Actions - 03.png

  • Confirm the deletion of the campaign.

    CHR - Wellness Campaigns - Campaigns - Delete - 00.png

Was this article helpful?
0 out of 0 found this helpful