Customise email templates

The system bases each email it sends on your behalf on a template.

Edit / customise a template

  1. Go to Employer and choose Settings.

  2. Select Templates. All of your email templates, as well as PDF templates, are listed here.

  3. Choose the template you want to customise from the list then, select Customise this template.

    You can now edit the HTML used for this template. A list of Tokens is displayed. These are used similarly to a mail merge. For example, when you enter {employee.firstname} in a template that supports that token, it replaces the relevant employee's first name when parsed.

Revert to default

If you want to abandon your changes and revert to the default content for the template, deselect Customise this template and then Save Changes

To customise the surrounding HTML and CSS, see Customising Emails.