Create Email Alert Template

You can customize email alerts to display information that is sent to either employees or supervisors.

To create a template:

1. Go to Setup > Notifications > > Email Alerts > Templates > Template.
2. Click New Email Alerts Template.
3. In the Name field, enter a name for your template.

   This is a mandatory field.

4. In the Description field, enter a description for your template.
5. In the Access Level field, enter or select an access level to specify which users can view the template.
6. In the Email Subject field, enter text to use as the subject line for every email alert.
7. In the Email Subject, Supervisor field, enter text to use as the subject line for every email alert sent to supervisors.
8. In the Email Opening Paragraph field, enter test to use as the first paragraph in every email alert.
9. In the Email Opening Paragraph, Supervisor field, enter text to use as the first paragraph in every email alert sent to supervisors.
10. In the Email Closing Paragraph field, enter text to use as the last part of the email body in each email alert.
11. In the Reply-to Name field, enter the name to display as the sender of the email alert.
12. In the Reply-to Email Address field, enter the email address to display as the sender of the email alert. This also serves as the email address to which users can reply.

    This is a mandatory field.

13. In the Workspace Client Link field, specify whether you want to include links to workspace client to-dos or notifications in the email alert.
14. In the Web Client Link field, specify whether you want to include a link to the web client login page.
15. In the Employee No. fields, enter or select the range of employees who should receive email alerts.
16. In the Company No. fields, enter or select a range of companies that should receive email alerts.
17. In the Access Level fields, enter or select the access level types that should receive email alerts.
18. In the Remark 1-5 fields, enter remarks regarding the email alerts as needed.
19. In the Week Calendar fields, enter or select the week calendar number that should be included in email alerts.
20. In the Position fields, enter a range of positions to apply to the email alert template.
21. In the Employee Type fields, select which employee types should receive email alerts.
22. In the Primary Employee Category fields, select which employee category types should receive email alerts.
23. In the Sales Employee field, specify whether sales employees should receive email alerts.
24. In the Account Manager field, specify whether account managers should receive email alerts.
25. In the Must Use Timesheets field, specify whether the users receiving email alerts must utilize timesheets.
26. In the Location fields, enter or select a range of locations to apply to the email alert template.
27. In the Entity fields, enter or select a range of entities to apply to the email alert template.
28. In the Project fields, enter or select a range of projects to apply to the email alert template.
29. In the Purpose fields, enter or select a range of purposes to apply to the email alert template.
30. In the Spec. 2-3 fields, enter or select a range of specifications to apply to the email alert template.
31. In the Local Spec. 1-3 fields, enter or select a range of local specifications to apply to the email alert template.
32. Click Save.