Types of email templates

In Benefits > Set Up > Templates > Email Templates, you can create email templates in these tabs to send benefits-related updates and information to employees and benefit groups.

• Enrollment: Create templates to use when the enrollment opportunity is created, finalized, inactivated, reverted, started, or submitted during the enrollment process.
• Employee Benefit: Create templates to use when employee benefits are added, approved, changed, declined, ended, finalized, reverted, or stopped outside of the enrollment process. You can also create templates here for approving or declining evidence of insurability.
• Benefits Information: Create 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.
• COBRA Enrollment: Create templates to use when a COBRA enrollment opportunity is created, finalized, inactivated, reverted, started, or submitted during the COBRA enrollment process.
• COBRA Participant Benefit: Create templates to use when COBRA Participant benefits are added, approved, changed, declined, ended, finalized, reverted, or stopped outside of the COBRA enrollment process.