1. Click the Settings menu.
2. In the Notifications section, click Organisation Emails.
3. Under Reminders, click the feature that needs reminders configured.
4. Turn the Notifications toggle switch to the On position.
5. Select the desired role that will receive a notification from the following options:
   • Owners.
   • Admins.
   • Payroll admins.
   • Primary manager.
   • Secondary manager.

6. Complete the When Would They Be Notified section.

   Helpful Hint

   If there is no period set for the reminder notification, the platform will not send an email. Use the  Add a Reminder button to add a field and the  button to remove a field.

   Important

   The notification timeframe for reminder notifications has a maximum limit of 101 days. If you attempt to set a timeframe beyond 101 days, the system will cap the value at 101 days.

7. Click the Save button.
   

1. Click the Settings menu.
2. In the Notifications section, click Organisation Emails.
3. Under Alerts, click the feature that needs notifications enabled.
4. Turn the Notifications toggle switch to the On position.
5. Click the Save button.
   

1. Click the Settings menu.
2. In the Notifications section, click Organisation Emails.
3. Under Tasks, click the feature that needs notifications enabled.
4. Turn the Notifications toggle switch to the On position.
5. Click the Save button.
   

1. Click the Settings menu.
2. In the Notifications section, click Organisation Emails.
3. Under Alerts, click the feature that needs notifications disabled.
4. Turn the Notifications toggle switch to the Off position.
5. Click the Save button.
   

1. Click the Settings menu.
2. In the Notifications section, click Organisation Emails.
3. Under Tasks, click the feature that needs notifications disabled.
4. Turn the Notifications toggle switch to the Off position.
5. Click the Save button.
   

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. 

The Email Notification Settings feature allows you to customise the reminders that your organisation sends out and includes the ability to choose which user will receive the reminder.

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 Email Notification Settings feature.

Yes, you can set probation emails with this feature. Under the Reminders section, select the End of Probation option and then complete the Who Will be Notified and When Will they Be Notified sections. Lastly, click the Save button and you will then start to receive end-of probation reminders for your employees via email.