Creating employee benefit templates

Benefits administrators create email templates to use when employee benefits are added, approved, changed, declined, ended, finalized, reverted, or stopped outside of the enrollment process. These templates are used when evidence of insurability is approved or declined.
  1. Select Set Up > Templates > Email Templates.
  2. Click Create.
  3. Specify this information:
    Employee Benefit Email Template
    Specify a name that indicates the purpose of the template.
    Description
    Provide a description of the template. Employees can view the description.
    Active
    Select the check box to activate the email template.
    Preferred Email Language
    Select the locale of the preferred language for this template.
    To
    Specify an email recipient. You can add recipients to the carbon copy and blind carbon copy fields.
    From
    Specify an email sender.
    Subject
    Provide a short description of the email content.
    Body
    Provide the information to send to the employees about the availability of the compliance documents.
  4. Click Save.