How to set up, edit, and customize the emails you send to your team
A key benefit in Sapling is the ability to send automated emails to your team along every step of the employee lifecycle. Our goal is to give you all the tools you need to customize your communications....while saving you as much time as possible along the way!
Sapling sends three different types of emails:
There are 3 default Company emails that come pre-built in the Sapling platform:
To edit these emails, go to Emails > Company > click on which email you'd like to edit.
*Note: At this time, there are the only emails that can be automatically sent from Sapling during the on/offboarding process - but stay tuned for an update in January 2019 when we're planning to release the Sapling Smart Inbox that features infinite emailing capabilities :)
Sapling comes pre-built with standard Platform alert emails notifying stakeholders of events.
To edit these emails, go to Emails > Platform > click on which email you'd like to edit. You can also enable or disable each email using the checkboxes on the righthand side.
To notify specific individuals about certain events, you can create alert emails for employee lifecycle events like Terminations, Time Off request/approvals, New Hire announcements and weekly Sapling metrics.
To edit Alerts, go to Emails > Alerts > click on the alert you'd like to edit. To add a new alert email, go to Emails > Alerts > Create Alert, select the alert time, and specify who should receive this alert (can be customized based on Department, Location, Employment Status, or Permission Group).