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:
- You have an ESTub system set up and configured.
- You have the necessary permissions to create a form mailer.
Step 1: Create a new form mailer
- Log in to your ESTub system and navigate to the "Form Mailer" or "Email Templates" section.
- Click on the "Create New Form Mailer" button.
- Enter a name for your form mailer (e.g., "Benefits Enrollment Notification").
Step 2: Define the form fields
- 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
- Click "Save" to save the form fields.
Step 3: Define the email template
- 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.
- Use placeholders for the form fields you defined earlier (e.g.,
{Employee Name}
,{Employee ID}
, etc.). - Add any additional text or formatting as needed.
- Click "Save" to save the email template.
Step 4: Configure the form mailer
- 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).
- Click "Save" to save the form mailer configuration.
Step 5: Test the form mailer
- Test the form mailer by sending a test email to a sample recipient.
- Verify that the email is sent correctly and that the form fields are populated correctly.
Step 6: Schedule the form mailer
- Schedule the form mailer to send at the desired frequency (e.g., daily, weekly, monthly).
- 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.