Creating automatic emails

  1. From HR Administration, select Administration > Setup.
  2. In the Email pane, click Email Templates.
    Note: The available Personal Information actions depend on the organization's configuration. Create the templates to use for each action. You can use one template for more than one action if it is generic enough to apply to all of the actions. For example, if you use {RequesterEmail} in the From line, you can use the same template to inform a resource that either a manager or administrator validated a qualification.
  3. From HR Administration, select Administration > Setup.
  4. In the Email pane, click Email Automation.

    Select Automatic Email and an email template for each action that triggers email notifications.

    See Configuring email automation for HR Talent.

    Each time a resource initiates an action for which email automation is configured, emails are sent. The emails are sent to all To and Cc resources defined on the email template for the action.

  5. Optionally, select Administration > Setup > Email > Email Templates > Email Change Confirmation, select Automatic Email and an email template for each action that triggers an email confirmation notification when a change is requested.
    This option is useful as a safety measure for actions such as changes to direct deposit information.