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Configure and customise your organisation emails

Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
Available for the following User Access level: Admin    

The Organisation Emails feature allows admins to view and manage the email notifications Employment Hero sends on behalf of your organisation. Notifications are grouped by category (such as Pay, Engagement, Development, and Security), and each email displays a brief description of when it is sent and who receives it. You can enable or disable individual emails using a toggle, or turn all notifications in a category on or off at once. Changes take effect immediately — no Save button is required.

Warning

The settings enabled by a user within the Notifications Settings feature overrides the settings enabled by an admin within the Organisation Emails feature.

Getting started

Enable a single email notification
  1. Click the Settings menu.
  2. In the Notifications section, click Organisation Emails.
    Organisation email.jpg
  3. Browse or search for the notification category and email type you want to enable.
  4. Turn the toggle switch next to the email to the On position.

    Helpful Hint

    Changes are saved automatically. There is no Save button required.

Disable a single email notification
  1. Click the Settings menu.
  2. In the Notifications section, click Organisation Emails.
    Organisation email.jpg
  3. Browse or search for the notification category and email type you want to disable.
  4. Turn the toggle switch next to the email to the Off position. The change is applied immediately.
    EMail on off.jpg
Enable or disable all notifications in a category
  1. Click the Settings menu.
  2. In the Notifications section, click Organisation Emails.
    Organisation email.jpg
  3. Locate the category heading (for example, Development or Engagement).
  4. Click the expand arrow next to the category name to reveal its notifications, then toggle the category-level switch to the desired position.
  5. If you are disabling all notifications in the category, a confirmation modal will appear. Click Disable all to confirm, or Cancel to go back.
    section on off.jpg

    Helpful Hint

    The counter next to each category name (for example, 9/9) shows how many notifications are currently enabled out of the total available.

Preview an email notification
  1. Click the Settings menu.
  2. In the Notifications section, click Organisation Emails.
    Organisation email.jpg
  3. Locate the email notification you want to preview.
  4. Click the eye icon to the right of the email name to open a preview of the email content as it appears to recipients.

360 Reviews email notifications

HR admins can view and manage all 360 Review email notifications directly from the Organisation Emails page, under the Development category. The following nine emails are available to toggle on or off. Changes apply immediately and take effect even for in-progress review cycles.

360 Reviews email notifications list
Email notification When it is sent Recipient
You've been invited to a 360 Review When a 360 Review launches Subjects
Reminder: 360 Review submission due When an admin triggers reminders for subjects with incomplete self-reviews Subjects
You've been removed from a 360 Review When a subject is removed from an active review Subjects
360 Review has been archived When a review is archived with incomplete submissions Subjects
You've been invited to review for a 360 Review When a 360 Review launches Peer reviewers
Reminder: 360 Review peer review due When an admin triggers reminders for peer reviewers with incomplete reviews Peer reviewers
You've been removed as a reviewer from a 360 Review When a reviewer is removed from an active review Peer reviewers
A 360 Review you're a part of has been updated When a review's details are updated after launch Subjects
A 360 Review you're reviewing for has been updated When a review's details are updated after launch Peer reviewers

Customising email templates

The Customising Email Templates feature allows you to clone an existing template, customise its content, and insert the required pre-filled variables. Additionally, you can preview the email's appearance to end users and activate a cloned email to replace the default platform email. 

Important

Not all emails can be customised at this time. You can currently customise onboarding, tasks and milestone reminder email templates. The development team is currently developing more customisable template options.

Default email templates cannot be edited.

Click here to view an interactive demo
Add a customised email template
  1. Click the Settings menu option.
  2. In the Notifications tile, click Email Templates.
  3. On the email notification topic of your choice, click on the downward-facing arrow.
  4. Click on the pen icon.
  5. Click on the 3 dots on Custom Template.
  6. Click on Edit. 
  7. Customise the email as required.

    Helpful Hint

    Refer to the below section, What do the editing symbols mean?, for a list of all the editing options available. Not sure what to write? If you are on our Platinum Employment Hero plan, you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you see fit before you submit the content.

  8. Click the Save Changes button.
  9. Click on Enable to enable your template to be used.
  10. If you want to test the email, click on Send Test.
  11. If you want to view the custom email, click on View. 

Further information

Default email settings configuration
Reminder Employee Superior
Certification expiry
Work anniversary  
Birthday  
End of probation  
Employee offboarding  
Visa expiry  
Passport expiry  
Reminders settings: Organisational level

The Organisation Emails feature allows you to manage the notifications your organisation sends out, including the ability to enable or disable individual email types per category.

Reminder Settings: Individual Level

The Notification Settings section allows you to turn on or off personal notifications. Please note, the selection made by a user within the Configure the emails you receive and their frequency feature overrides the selections made by an admin within the Organisation Emails feature.

Can I set up probation emails?

Yes. Navigate to Settings > Notifications > Organisation Emails and locate the End of Probation notification. Turn the toggle to the On position — changes are saved automatically and your organisation will begin receiving end-of-probation reminder emails.

What do the editing symbols mean?
Icon Name Description
Bold Bold, boldface, or bold font are any text darkened to help emphasise written information.
Italics A style of text in which the letters lean to the right
Alignment/Align A term used to describe the placement of text on the screen
Hyperlink An element in your email that links to either another part of the email or to another document altogether
Variables A list of data points that you can use to pull information from your HR platform, such as an employee's first and last name or your business name

Explore related content

  • Certification reporting This feature allows you to create a report on how your employees are progressing with their assigned certifications.
  • My notification settings This feature allows you to turn on or off what email notifications you receive from the Employment Hero HR platform.
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