To configure mail event templates/handlers, perform the following actions:
- From your greytHR Admin portal, navigate to Settings icon > System Settings > Miscellaneous > Mail Event Handlers.
- On the Mail Event handlers page, click Add Task. A page appears.
- From the Event Type dropdown list, select the required event type.
- From the Received By dropdown list, select the receiver who needs to be notified.
Note: If you select the option as Employee User, then you need to enter the employee name or number to select a particular employee as a receiver. - Under the Mail Settings section, select Send mail before/on/after the event has occurred check box(es). The page expands.
Note: The Mail Settings check box(es) differ based on your Event Type selection. appears as per your Event Type selection. - From the Mail Template dropdown list, select the required mail template.
- Select the number of days from the Policy spin box(s) to send a mail before or after the event occurs till the event day and the repeat days.
Note: You can send a mail simultaneously before/on/after the event occurs as per your requirements. - From the Employee Filter dropdown list, select the required option.
Note: You can also click the + Add New Filter icon to add a new employee filteras per your requirements. - Click Save. You can view the newly created event type on the Mail Event Handlers page.
Note:
- You can edit/delete the existing event types by clicking the Edit/Delete icon available on each event type row.
- You can also enable/disable the existing event types by clicking the ▶/॥ icons available on each event type row.
Related Links:
- FAQs - To read more FAQs about the Admin portal, click here.
- Video - To watch videos on the Admin portal, click here.
- Documentation:
- To learn more about mail event handlers, click here.
- To read more about the Admin portal, click here.
- Product Update - To read about the product update, click here.