How to Create Communication Templates

How to Create Communication Templates

Purpose

This document outlines the process of creating communication template(s) to use when emailing employee(s) within the Green Leaf Elevated System.

Please be aware that this guide is not all encompassing and that the communication template settings are customized per client. If you have any questions regarding a specific communication template within your system or its purpose, please reach out to your designated specialist or to the hrtechsupport@greenleafbizsolutions.com email for assistance.

How to Create Communication Template(s)

1. Log into your Elevated account and navigate to: Settings > Global Setup > Broadcast Message Templates.
2. Click the New Template button in the upper right corner of the screen to create a new templated email and complete all required fields on the populated screen.
  1. Name - Enter a name for your template. This will show internally only.
  2. Recipients - This section will auto select as Employee only. Be sure to update if needed.
  3. iCalendar Attachment Configuration - If checked, allows you send the email as an iCalendar attachment. 
  4. From - Enter the default email address you would like shown to the recipients that will populate each time the template is used.
  5. Subject - Enter the default verbiage you would like displayed that will populate each time the template is used.
  6. Message - Enter the default body of your email that will populate each time the template is used. 
    1. Tags - The list will display all tags available to pull specific information about that employee.
  7. Add - This button allows you to attach any documents outside of the system that you would like to be included in the templated email.
  8. Logo Header - If checked, allows you to display the header on email notifications only.



Notes
Please Note: If you check the iCalendar Attachment Configuration box and if the Send As Appointment option is checked, your email will send with an option for the recipient to add to their calendar. The Summary and Description fields are optional


3. Be sure to select Save to ensure your templated email is stored in the system.

For more information on how to utilize the templates you have created, please reference our How to Send Broadcast Notifications (Emails) article.