General Setup > Custom Emails
Accessible to: Application Administrator
Emails are sent from EazeWork HRMS in multiple ways
1. As alerts when predefined events happen - most of these emails cannot be configured
as of now but sending of these email can be disabled (in most cases). Refer document
on Alert Setup for more details
2. Some alerts emails can be customized and the process of doing so is explained
in this article
3. New custom emails can also be created and sent manually by HR Manager from
Employee Management page.
1. Customizable system defined emails
There are multiple system defined emails, these are linked to HRIS and Recruitment
modules.
- Profile updation email : sent to request candidate to update their profile
- Regret email : sent to inform candidate about their application being rejected
- Face to Face / Telephonic / Video interview emails : these emails are sent
intimating the candidate of the interview details
- Offer letter emails : these emails are sent with the offer letter and are a
part of the offer workflow
You cannot delete but you can edit / customize these emails. To customize the
welcome email click on "Customize" action button and save the modified email
with a new name.
- System : this means that the email is sent on a system defined event and this trigger cannot be changed
- Manual : these emails will have to sent manually from this page by clicking on "Email" action button
- Automatic : these emails will be sent automatically based on a sending event which can be configured using "Define Event" action button
Sample screen showing how to Offer letter email is shown below.
You can create emails which can be sent to all or to a specific set of employees. These emails are sent by the App Admin from this tab. Follow the steps given below to add a new custom email.
1. Select HRIS module in the dropdown.
2. Use "New Custom Email" button to design a new email. Creating a new email
is similar to creating a custom letter. Refer to the article on Creating custom letters for more details
2. To preview the email click on "Preview" button, you would be able to see the
text which is sent
3. To send email click on "Email" button, a popup will open up as shown below
You can use the Eligibility Criteria option to select the set of employees to whom you want to send the email. Remember to select All from drop-down above the check-boxes if you wand to select all records in the table.
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