Form mailer my estub

You're looking to create a form mailer for your ESTub (Employee Self-Service) system!

A form mailer is a tool that allows you to send pre-defined emails to employees or managers with specific information, such as benefits enrollment, payroll updates, or company announcements. Here's a step-by-step guide to help you create a form mailer for your ESTub system:

Prerequisites:

  1. You have an ESTub system set up and configured.
  2. You have the necessary permissions to create a form mailer.

Step 1: Create a new form mailer

  1. Log in to your ESTub system and navigate to the "Form Mailer" or "Email Templates" section.
  2. Click on the "Create New Form Mailer" button.
  3. Enter a name for your form mailer (e.g., "Benefits Enrollment Notification").

Step 2: Define the form fields

  1. In the "Form Fields" section, define the fields you want to include in your form mailer. For example:
    • Employee Name
    • Employee ID
    • Benefits Plan
    • Effective Date
    • Other relevant fields
  2. Click "Save" to save the form fields.

Step 3: Define the email template

  1. In the "Email Template" section, create a template for your form mailer. You can use a simple text editor or a WYSIWYG editor to create the template.
  2. Use placeholders for the form fields you defined earlier (e.g., {Employee Name}, {Employee ID}, etc.).
  3. Add any additional text or formatting as needed.
  4. Click "Save" to save the email template.

Step 4: Configure the form mailer

  1. In the "Form Mailer" section, configure the following settings:
    • Recipient: Choose the recipient(s) for the form mailer (e.g., employees, managers, HR).
    • Trigger: Choose the trigger that will send the form mailer (e.g., benefits enrollment, payroll update).
    • Frequency: Choose the frequency at which the form mailer will be sent (e.g., daily, weekly, monthly).
  2. Click "Save" to save the form mailer configuration.

Step 5: Test the form mailer

  1. Test the form mailer by sending a test email to a sample recipient.
  2. Verify that the email is sent correctly and that the form fields are populated correctly.

Step 6: Schedule the form mailer

  1. Schedule the form mailer to send at the desired frequency (e.g., daily, weekly, monthly).
  2. Set the start date and end date for the form mailer (if applicable).

That's it! Your form mailer is now set up and ready to send pre-defined emails to your employees or managers.