Email Notification Setup

Last Updated: January 2026

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Overview

The Email Notification Setup module is the central hub for automating employee lifecycle communications. It ensures that no important milestone—from a warm welcome to a work anniversary—goes unnoticed.

Why set this up?

• Engagement: Automatically celebrate birthdays and anniversaries.
• Compliance: Timely reminders for appraisals and probation endings.
• Efficiency: Set it once, and the system handles the rest.

Event Type	Purpose	Impact
Work Anniversary	Service milestone celebrations	Increases retention
Birthday	Employee birthday wishes	Boosts morale
Appraisal	Performance review reminders	Ensures timely feedback
New Joins	Welcome new employees	Improves onboarding
Under Probation	Probation status updates	Critical for HR tracking
Custom Cycle	Configurable recurring emails	Flexible communication

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Main Configuration Dashboard

Manage all your notification triggers from a single command center.

Status Indicators

• ✅ Green: Configuration saved successfully.
• 🔄 Spinning: Changes are currently saving.

Pro Tip

Always check for the Green Checkmark before navigating away from the page to ensure your settings are live.

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Work Anniversary Configuration

Configure how the system celebrates employee tenure.

Configuration Parameters

• Cycle: Monthly (Recommended for batched updates)
• Type: Anniversary
• Trigger Dates:
  • Current Day: 08 (Triggers on the 8th)
  • Next Day: 09
• Recipients: All Employees
• Subject Line: Work Anniversary

Preview Feature

Use the Preview button to see exactly how the email will look to an employee before you click Update.

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Cycle Configuration (Advanced)

Need something specific? Use the Cycle tab for custom recurring schedules.

Capabilities

• Frequency: Set to Daily, Weekly, or Monthly.
• Scope: Target specific departments or the whole company.
• Flexibility: Ideal for Quarterly Performance Reminders or Policy Updates.

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How to Configure (Step-by-Step)

1. Select Event: Choose the tab for the event you wish to automate (e.g., Birthday).
2. Set Frequency: Choose how often the system checks for this event (Daily/Monthly).
3. Define Timing: Input the specific Day/Date for the trigger.
4. Target Audience: Select who receives the mail (All vs. Specific Groups).
5. Craft Subject: Enter a clear email subject line.
6. Save: Click Update and wait for the Green Indicator.

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Quick Setup Cheatsheet

Scenario	Recommended Cycle	Trigger
New Hires	Daily	Ensures welcome emails go out on Day 1.
Birthdays	Monthly/Daily	Auto-triggers on the specific birth date.
Anniversaries	Monthly	Consolidates celebrations (e.g., "August Anniversaries").