Creating ACA compliance document email template

Benefits administrators create email templates that are specific to the organization.

  1. Select Set Up > Templates > Email Templates.
  2. Click Create.
  3. Specify this information:
    Compliance Document Email Template
    Provide a name for the email template, which benefits administrators can view in the email templates section.
    Description
    Provide a description of the email template.
    Active
    Select the check box to activate the email template.
    Use Alerts
    Select the check box to generate a notification for the employee when they receive the email.
    Some fields become available if the use alerts check box is selected.
    Preferred Email Language
    Select the locale of the preferred email language for the template.
    Alert Priority
    Specify a level of priority for the alert. If left blank, the priority is high.
    To
    Specify an email recipient.
    From
    Specify an email sender.
    CC, BCC
    Specify an email recipient as carbon copy or blind carbon copy recipient.
    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.