Benefits email notification
Applies to these Dynamics 365 apps:
Human Resources
Important
Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see One version service updates FAQ.
The email notification feature enables email notifications and reminders to be sent to employees in the following scenarios:
- New hire enrollment
- Open enrollment
- Qualifying life events
You can create and set multiple email templates, and send the notifications by using the Benefits management workspace and the Worker benefits page. You can also track the notifications/reminders history.
Set up Human resources shared parameters
On the Human resources shared parameters page, you can create benefit email templates for different types of communication that are sent to employees or employee groups.
Create a new email ID template
To create a new email ID template, follow these steps.
- Go to System email templates.
- Select New.
- In the Email ID field, enter a name.
- Set the other fields as required.
- Select Email message to upload the template.
- On the Human resources shared parameters page, select the new template under System templates, and move it under Templates for benefits.
Send email to employees
To send an email to a new hire who hasn't started yet, follow these steps.
Open the Benefits management workspace.
Select the tile for the group of employees that you want to send the email to.
Select Send email.
Select the employees that you want to send the email to.
Select Send email.
Select the template that you want to use.
Select OK to send the email.
You can review the email message and status from the employee's Worker benefit page or by selecting Benefits email history in the Links section of the Benefits management workspace. You can also send the email from the Worker benefit plan page.
To view the benefits email history, in the Benefits management workspace, in the Links section, select Benefits email history.
View the complete email history for benefits emails that have been sent. To review the content of the email, select Show message.
Select Worker.
On the Worker benefit plan page, you can send email and view the benefits email history.
The Benefits management workspace includes different tiles. You can send emails by selecting the related template. If the new hire enrollment emails have been sent, select the New hire not started tile, and then select the Send reminder link. You can select a reminder template and set the title of the notification as a first, second, or third reminder.