Onboarding Email Templates & Alerts

The Email Templates tab gives users access to customize their Onboarding emails and alerts. In this article, we cover the steps below to customize your new hire and internal notifications.

In this article:
Navigating to Onboarding Templates
Onboarding Email Templates Options
Onboarding Email Templates Edit Options
Onboarding Automatic Emails
Additional Resources

Navigating to Onboarding Templates

In order to be able to adjust onboarding email templates you will need the Onboard Coordinator's permissions

1. From the main dashboard, click Tools and then Setup.
2. Under Onboarding Setup, click Email Templates.
3. Here you will find the onboarding settings that can be changed.

Onboarding Email Templates Options

To make modifications to an automated alert, click on the name of the alert. An email template setup will appear. 

New Hire Welcome Email

This is the email your new hire receives when you send them their onboarding packet. It typically includes login information and task due dates. You can add additional new hire welcome email templates by clicking Add Template.

New Hire Items Due Email

This email is sent to the new hire automatically prior to a new hire task due date reminding them of any outstanding packet tasks.

New Hire Incomplete Item

This email is sent to the new hire automatically on their packet due date reminding them of any outstanding packet tasks. This email will get sent daily until all tasks are complete.

Employee Tasks Assigned

This email is sent to any internal task assignee or approver when an internal task is assigned or an item needs approval.

Employee Items Due Reminder

This email is sent to any internal task assignee or approver when an internal task or approval is overdue.

Onboarding Email Templates Edit Options

When creating or editing an email template you will see the options below

Edit Options

1. Subject: the headline of an email, the copy that appears in a recipient's email inbox.
2. Body Options: You have options to format the body from the bar, these options include:
   1. Bold
   2. Italic
   3. Underline
   4. Strikethrough
   5. Copy Formatting
   6. Remove Formatting
   7. Cut
   8. Copy
   9. Paste
   10. Paste as Plain Text
   11. Paste from Word
   12. Undo
   13. Redo
   14. Link
   15. Unlink
   16. Anchor
3. General Info: Information that can be auto-populated. These options are:
   1. Employee Name
   2. Login Info
   3. Start Date
   4. Company Name
   5. Brand Name
4. Body: The text of the email.

Onboarding Automatic Emails

Automatic emails are emails that are sent out of the ClearCompany system to users depending on the tasks that they must complete or have completed. Some of these emails can be customized under the email templates above.

Emails

Event	Image
New Hire has Completed Item that Requires Review
Task Assigned
Ready for Download: New Hire Packet
New Hire Has Completed All Onboarding Items
Additional Information Needed for Form
Onboarding New Hire/Internal Task Reminder Email(s)
Onboarding Internal Task Assignee Task Reminder Email (s)

For more information about ClearCompany System Automatic Email Library, check out this help center article.

Additional Resources

For more information about onboarding packets check out the articles below:
1. How to setup onboarding
2. How to onboard candidates