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Sending Paths to Individual Employees

To send a Path to an individual employee, navigate to the respective Employee Profile within the People tab. On the Employee Profile of the intended recipient, select the "Paths" icon located in the right-hand column.

Selecting this opens a screen displaying all previously shared Paths with the employee, along with the option to share a new Path by selecting the blue "Share Path" button.

The system will then prompt for the selection of the appropriate Path, with an optional message field available, which can be used to provide instructions to the recipient regarding the Path and its completion.

After all fields have been completed, click “Next” to move onto a confirmation screen. On the Confirmation screen, there is a “Send” button that will initiate the transmission of the Path to the employee. It will also offer the option to go “Back” if anything on the Confirmation screen looks incorrect.

After clicking “Send”, the employee will receive an email notification alerting them that a Path has been sent. The Path can be accessed through this email or directly from the Inbox on their ESS Hub.

Please note that sending a Path to an individual employee will only work with Active Employees. This process will not work for newly hired employees who need a Path included within their onboarding packet. For guidance on incorporating a Path within an onboarding packet, refer to Empeon's article Onboarding Templates.