How to create an email?

Tutorial: Creating an email

Where to create an email?

1. Go to Resources
2. Click on E-mails
3. To modify: click on the email you want

To add: click on the "Add" button on the right

Setting up the parameters

Configure the emails in the different languages available on your platform. Fill in the text boxes:

1. 1. Name
   2. Subject of the email
   3. Content of the email (you can add tags or variables related to the different roles. They will automatically write the name of the person assigned to that role in the email).

 

 

 

You can attach a file to this email, choose the Sender. The email will automatically be sent under their name and choose the Recipients.

1. Determine the date of automatic sending of the email
2. Select the onboarding filters
3. Save

💡 When assigning roles to your emails, you have the possibility to choose:

A role Ex: HR , Manager, ... The person identified on this role for the onboarding process will be involved in the email sent.

OR

A specific person Ex: Caroline Dupont. The person identified will be involved every time the email is used in an onboarding, even if he/she is not part of the onboarding team.