Set up Onboarding Automation:
Go to Company Setting by clicking on the āļøicon on the navigation bar > Automation
In the Employee life cycle, click on Onboarding
3. Click on:
Email: to set up auto-emailing to notify employees of onboarding events
News: to set up auto-sending news to notify employees of onboarding events
4. Click on the New Emails/ Create News button
5. Fill in the required fields:
Email
Title: Enter a title for the email
Main Recipients: defines who will receive an email notification on their onboard date. It can be all employees or an Employee Group.
Email template: default template. This template will be used as the system email when sent out to your employees. You canāt update this email template
CC: define members you want to announce about new members.
Schedule: set a timeline to send emails.
News:
Title: Enter a title for the News
Eligibility: defines who will receive a news notification on their onboard date. You can select all employees or Employee Groups.
Recipients: Select users to notify about employees' onboarding
Email template: default template. This template will be used as the system email when sent out to your employees. You canāt update this email template
Schedule: set a timeline to send emails.
6. Click Create to finish.
šNote:
The number indication (next to Emails and News) matches with a number of created records in the News/ Email list.
The maximum number of created emails allowed is 10. And the news is 10 as well.
HR and admins should fill in enough information about the Join Date and Probation End Date of employees to apply this automation setting.
Set up Probation Automation:
Go to Company Setting by clicking on the āļøicon on the navigation bar > Automation
In the Employee life cycle, click on Probation
3. Click on:
Email: to set up auto-emailing to notify employees of probationary events
News: to set up auto-sending news to notify employees of probationary events
4. Click on the New Emails/ Create News button
5. Fill in the required fields:
Email
Title: Enter a title for the email
Main Recipients: defines who will receive an email notification on their probation end date. It can be all employees or Employee Groups.
Email template: default template. This template will be used as the system email when sent out to your employees. You canāt update this email template
CC: define members you want to announce about colleaguesā passing probation.
Schedule: set a timeline to send emails.
News:
Title: Enter a title for the News
Eligibility: defines who will receive a news notification on their probation end date. You can select All Employees or Employee Groups.
Recipients: Select users to notify about employees' probation end date.
Email template: default template. This template will be used as the system email when sent out to your employees. You canāt update this email template
Schedule: set a timeline to send emails.
6. Click Create to finish.