Email Notification Setup
Last Updated: January 2026
🗺️ Navigation Path
Admin → Email Notification Setup
📌 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 |
🎛️ 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.
📋 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.
🔄 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.
⚙️ How to Configure (Step-by-Step)
- Select Event: Choose the tab for the event you wish to automate (e.g., Birthday).
- Set Frequency: Choose how often the system checks for this event (Daily/Monthly).
- Define Timing: Input the specific Day/Date for the trigger.
- Target Audience: Select who receives the mail (All vs. Specific Groups).
- Craft Subject: Enter a clear email subject line.
- Save: Click Update and wait for the Green Indicator ✅.
🚀 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"). |