This article explains how HR Administrators can manage email communications for managers within SimplyMerit. The Communications page gives you clear, centralized control over which managers receive system emails, who gets invited into the tool, and the ability to temporarily pause all manager emails when needed.
What Changed
Previously, controlling manager email communications required toggling settings in a few different places, like unfinalizing a company or turning off Enable Invitation. These options weren't always easy to find, and it wasn't obvious at a glance who was or wasn't receiving emails.
The new Communications page brings all of that into one place. You can now see every people manager in your system, their invitation status, and their email status, and manage it all from a single screen.
Along with this change, the option formerly called "Finalize SimplyMerit" under System Control has been renamed to "SimplyMerit to go live." Its only function now is to toggle on the ability to send invitations or open SimplyMerit for managers at the start of a cycle.
Accessing the Communications Page
Navigate to:
Configuration → Communications
The page displays a list of all people managers in your system, based on your hierarchy. For each manager, you'll see the following columns:
- Name
- Lock Out of App
- Enable Invitation
- Allow Access
- Invitation Sent
- Invitation Status
- Last Signed In
- Send Emails
Lock Out of App
The Lock Out of App toggle is a convenient way of locking managers out of the app, unlocking managers, and viewing which managers are currently locked or unlocked.
Enable Invitation
The Enable Invitation toggle identifies which managers should receive an invitation into SimplyMerit when you go live. If your company uses Single Sign-On (SSO), this indicates which managers are part of the process.
This toggle does not control email communication. A manager can have Enable Invitation turned off and still receive system emails if their Send Emails toggle is on. That said, in most setups you'll want to keep these two settings in sync. A quick way to check is to click the Enable Invitation column header to sort uninvited managers to the top, and then confirm their Send Emails toggle is also turned off.
Send Emails
The Send Emails toggle controls whether a manager receives system-generated emails from SimplyMerit. This includes notifications for actions like submissions, approvals, modifications, rejections, and letter distributions.
This is managed at the individual manager level, giving you precise control over who hears what.
There are some situations where you may want a manager to receive emails even though they aren't being invited into the tool. For example, a senior leader who isn't part of the planning process but wants to stay informed as recommendations are submitted and approved. In that case, you'd leave Enable Invitation off and turn Send Emails on. This isn't common, but the option is there when you need it.
Bulk Controls
At the top of the page, you'll find two bulk action buttons:
- Enable All Emails turns on Send Emails for every manager in the list.
- Disable All Emails turns off Send Emails for every manager in the list.
You can also manage Send Emails through your data import file. The Send Emails field is available alongside Enable Invitation in both imports and exports, so you can set or update email status for many managers at once without toggling them one by one.
This is especially useful during phased rollouts. For example, if you open the tool to all managers initially, then later want to restrict access to VPs and above for final review, you can turn off email communications for the lower-level managers through a bulk import.
Pause Manager Emails
The Pause Manager Emails toggle at the top of the page lets you temporarily stop all manager email communications across the board.
The most common use case is at the end of a cycle. Say you've finished the process, approvals are done, and letters have gone out to managers, but then you notice a typo in a letter template. You can pause manager emails, have the letters rerun with the correction, and then unpause emails once everything looks good. No one receives duplicate or incorrect notifications in the meantime.
To pause, toggle Pause Manager Emails on. To resume, toggle it back off.
Note: This does not affect invitation emails or password reset emails.
Reporting
The Send Emails status is included in your standard exports and reporting, so you can always verify your current configuration outside of the Communications page.
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