This feature is only available on the web application.
CheckWorkRights has a variety of email templates that can be customised to send company-specific alerts and notifications to relevant parties. These include welcome emails to new users and verifiers, requesting documents from new employees allowing them to self-onboard, or follow-up emails reminding users to take action.
Most employee emails are sent automatically, and don't require any edits unless specifically requested.
Locating the Email Templates
All of these templates can be edited via the Email Admin page. In the web application, select Admin from the sidebar menu, and navigate to the Email tab at the top of the screen.
You will be presented with a series of options that apply to all email templates, including the reply email address, the sender name and your organisation's logo. Each individual template can be edited using the Actions > Edit menu on the right of the page.
You can also use this menu to send a test of the current template to the email address of your choice.
Configuring Your Emails
Before using any of the email workflows including MyCheck, you must configure the sending address, sending name, logo and any changes to the default email templates you'd like.
To make these changes, visit the Admin area in the sidebar menu, select the Emails tab and you'll immediately arrive on Configurations.
The sending address, the sender name and your company's logo can be added to the page. In the next tab is a list of the available automated email templates. Select Actions next to the appropriate template to either edit the template or send a test of it to yourself for review.
We recommend sending a test of all relevant email templates to yourself to ensure the messaging and appearance of the templates are to your liking.
Editing an Email Template
When editing each template, you'll have the ability to alter both the subject line and the body content of the email. You can also use a variety of placeholders to personalise the email with details of the user or employee they are being set to.
These include details like the user's name, the name of your company, and are formatted in the following manner: {FirstName}. A list of available placeholders will be displayed at the bottom of each email editing window.
If you wish to send the default email you're editing, you can select Set Default. Once you are happy with the changes, you can select Submit to save your changes.
