Before you can select a template for email automation, you must define it.
- Select .
- Click New.
- Specify this information
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Effective Date
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Specify the date that the template should take effect.
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Leave Email Template and Description
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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.