Introduction

This article is intended to help you better understand the purpose and use of System Email Templates.

An email template is a customized or default email that is automatically sent when a routine is completed or scheduled. Email templates are a valuable resource, as they allow for standardized communication across your client base. Additionally, utilizing email templates enhances time efficiency by reducing the number of steps needed to complete tasks, such as setting up a workflow, creating reminders for benefits, payroll processing email notifications, or payroll run schedule reminders.

Note: When creating a system level email template, this is a system level change. Meaning every client within the chosen environment could be impacted or have access to this template. If you wish to create unique or individualized email templates, please consider utilizing the Client Email Templates screen. For information regarding the setup and configuration of client email templates, please refer to the Email Templates article and/or the HR Management Setup Client Level course in the HR Certification Journey. 

Note: If you're a PEO, navigate to System Management > System Benefits > PEO Benefits > System Email Templates. The process for creating/editing an email template remains the same.

Please see the attached .pdf for the full article.