Customise Templates

The system bases each email it sends on your behalf on a template.

To edit a template, click your employer name in the main navigation and choose Settings > Templates.

All of your email templates, as well as PDF templates, are listed here.

Customise a Template

Select the template you want to customise from the list and tick Customise this template.

You can now edit the HTML used for this template. A list of Tokens will display the bottom of the page. These are used similarly to a mail merge. For example, when you enter {employee.firstname} in a template that supports that token, it replaces the relevant employee’s first name when parsed.

Revert to Default

If you want to abandon your changes and revert to the default content for the template, un-tick Customise this template and click Save Changes.

To customise the surrounding HTML and CSS, see Customising Emails

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