Setting up email templates for check-ins

  1. Select Employee Engagement > Check-Ins > Set Up > Templates.
  2. Click Create.
  3. Specify this information:
    Effective Date
    Select an effective date.
    Check-In Email Template
    Specify a name for the email template. Optionally, you can provide a description for the template. If the description field is blank, then the template name is used by default.
    Active
    Verify that this check box is selected.
    Preferred Email Language
    Optionally, select a locale.
    To
    Specify an email address. To specify a variable, click the icon next to the field and select a variable.
    CC
    Optionally, specify an email address. To specify a variable, click the icon next to the field and select a variable.
    BCC
    Optionally, specify an email address. To specify a variable, click the icon next to the field and select a variable.
    From
    Specify an email address. To specify a variable, click the icon next to the field and select a variable.
    Subject
    Optionally, specify a subject line for the email. To specify a variable, click the icon next to the field and select a variable.
    Image URL
    Optionally, specify a URL for an image to include with the email.
    Body
    Specify text for the body of the email. To specify a variable, click the icon next to the field and select a variable.
  4. Click Save or Save and New.