Open HR / Compliance → Bulk email — staff working this week. Lives in the CRM sidebar (no Admin Portal hop required).
Window defaults to this Mon → Sun. Adjust the dates if you need a different period. The audience count updates live as you change the dates.📷Screenshot: Bulk-send page — audience count for the window email-bulk-this-week_audience.png
Pick a template from the dropdown. Only email-channel templates that apply to placements (entity_type=placement OR null) appear.
Hit Send to audience. The confirmation modal shows the recipient count again — last chance to bail.📷Screenshot: Send-to-audience confirmation modal email-bulk-this-week_confirm.png
The batch runs in chunks of 100. Per-recipient context is built fresh (their placement, person, tenant) and the template renders against it. Each recipient gets their own personalised email.
Result notification shows "Sent N; failed M". Failed sends are logged to laravel.log with the error — usually a bad email address on the Person record.
Workers without an email address on their Person record are silently skipped. The audience counter excludes them upfront. Fix the Person record and re-run for those individuals.
For audiences past about 500, split the batch by date or run as multiple windows. A queued-job follow-up is planned but not in v1.
📷Screenshot: Bulk email — staff working this week — how to use email-bulk-this-week_2.png