Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
The Customizing 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.
Before using these new features, you must enable the open beta feature, Email Templates, through the Beta Flask drop-down by selecting Opt-in. Keep in mind, this feature is still under development and may change. For further details on enabling this beta feature, please refer to the linked article.
Important
Not all emails can be customised at this time.
Important
You will need to have enabled the open beta feature, Email Templates, before you can use the new features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting Opt-in, though remember this is still an in development feature and subject to change. To read more on how to enable this in-progress beta feature, refer to this article.
Getting started
- Click the Settings menu.
- Click the Email Templates submenu.
- Click the Actions button.
- Click the Clone button.
- Click the Actions button.
- Click the Edit button.
- 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 HR 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.
- Click the Update button.
- Click the Settings menu.
- Click the Email Templates submenu.
- Click the Arrow button.
- Click the Actions button.
- Click the Activate button.
Daily activity
- Click the Settings menu.
- Click the Email Templates submenu.
- Click the Arrow button.
- Click the Actions button.
- Click the Send Test button.
Editing data
- Click the Settings menu.
- Click the Email Templates submenu.
- Click the Arrow button.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Update button.
Helpful Hint
Refer to the 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 Platnium HR 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 need before submitting
Further information
| 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 |
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