Email Templates (People)

From this page, you can create various email templates required in the people module. You can create email templates for different exit stages like Employee Layoff Notice, Employee Termination Notice, Experience Letter, Relieving Letter, Termination Letter, and Resignation Approval.

Email Templates are generally used while designing the interview and joining procedure flows. 

To open this, navigate to Configuration->General Configuration->Email Templates.

Create an Email Template:

1. Select the People Module.

2. Once you select the Module, the Template drop down will have multiple options like Employee Layoff Notice, Employee Termination Notice, etc. Select the relevant option.

3. Enter the Subject for the email. You can also add tags by clicking on the "{ }" button for built in tags like Person Name, Designation, Department, etc.

4. Add the CC Email addresses, if necessary.

5. Add any BCC Email addresses, if needed.

6. Write the Body of the email using the built-in text editor. You can format the text, add links, and insert images. You can also add tags by clicking on the "{ }" button for built in tags like Person Name, Designation, Department, etc.

7. Attach any files to the email template, if needed.

8. Ensure that the Active checkbox is checked if you want the template to be available for use.

The Bulk Action button allows you to delete multiple email templates at once, streamlining the management process.