Creating COBRA enrollment templates

You can create email templates to use during the COBRA enrollment process when the COBRA enrollment opportunity is created, finalized, inactivated, reverted, started, or submitted.

  1. Select Benefits > Set Up > Templates > Email Templates.
  2. On the COBRA Enrollment tab, click Create.
  3. Specify this information:
    COBRA Enrollment 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 locale 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).
    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. Use a variable for substituted text.
    Body
    Specify the text of the email. Use variables for substituted text. Optionally, specify the URL of the enrollment link with the variable in the email body.
  4. See the Infor HR Talent Setup and Administration Guide for details about completing email templates.