Before you can select a template for email automation, you must define it.
         
         
          - Select .
- Click New.
- Specify this information
           
            
             - 
              Effective Date
             
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              Specify the date that the template should take effect.
             
- 
              Leave Email Template and Description
             
- 
              Specify a template name and provide a description. 
              Give the template a meaningful name so its purpose is easily recognizable when selecting it. For example, EMP REQUEST TIMEOFF.
 
 
 
- Complete the form.
- Click Save.