Creating benefits information templates

You can create email templates to send information that is not related to a specific employee or enrollment, such as a benefits guide or URL links to benefits calculators and comparison tools.

  1. Select Benefits > Set Up > Templates > Email Templates.
  2. On the Benefits Information tab, click Create.
  3. Specify this information:
    Benefits Information Email Template
    Specify a code for the template. Make the name meaningful so the purpose of the template can be easily recognized.
    Description
    Specify a description for the template that recipients will see.
    Active
    The Active check box is selected by default. You can clear this check box to inactivate the template.
    Preferred Email Language
    Select the role of the preferred language for this template.
    To
    Right-click to select the variable or variables representing the email address (or addresses) of the person or persons to whom the email will be sent. You can also specify an actual email address (or addresses). Separate multiple email addresses or variables with commas.
    CC, BCC
    Right-click to select the variable or variables representing the email address (or addresses) of the person or persons to whom the email will be copied, such as {ManagerEmail}. Separate multiple email addresses or email variables with commas.
    From
    Right-click to select the variable representing the email address of the person sending the email, such as {RequesterEmail} or {ResourceEmail}.
    Subject
    Specify the subject of the email. The available variables are: Country, Country Name, Topic, and Description. When the email is sent, these are populated from the corresponding fields in the Benefits Information.
    Body
    Specify the text of the email.
  4. See the Infor HR Talent Setup and Administration Guide for details about completing email templates.