19. Manage Email Templates

Self Assessment invite Email

Used to send the initial assessment surveys invitation email

Self Assessment invite for Self-Registrants

Used to send the initial assessment surveys invitation email to people who use the Self Register feature.

User setup without self-assessment

Used when a User has Skip survey = Yes instead of the self-assessment invitation. Contains a Planner account password reset link.

Self Assessment invite Email Reminder

Used to send Reminder assessment surveys invitation email. The frequency and number of these automatically sent will depend on the workspace settings

Self Assessment Reminder for Self-Registrants

Used to send Reminder assessment surveys invitation email to people who use the Self Register feature. The frequency and number of these automatically sent will depend on the workspace settings

Self Assessment invite Email Final Reminder

Used to send the Final Reminder assessment surveys invitation email. When this is automatically sent will depend on the workspace settings

Self Assessment Final Reminder for Self-Registrants

Used to send the Final Reminder assessment surveys invitation email to people who use the Self Register feature. When this is automatically sent will depend on the workspace settings

Self Assessed Notification

The Email that is automatically sent by the system when a person has completed their Self Assessment, accompanied with their draft Profile Report.

Approval Request

The Email that is automatically sent by the system when a person requests a Approval for the skills profile. The recipient of this email will depend on the workspace settings for approvals

Activity Statement Notification

This is a special periodic Email generated by the system to provide Leaders with an update on activity.

This Email Template is split into 2 separate sections.

• Protected Body - Cannot be changed/edited

• Email Body - Can be changed using the editor to include further information for your own Leaders.

  • e.g. What/How to follow up on based on the information provided in the protected section.

Low Activity Notification

This Notification Email, unless it has been suppressed, is automatically sent by the system to an individual if they have not invoked their Planner session in the last 60days

Skill Evidence has Expired Notification

This Notification Email, unless it has been suppressed, is automatically sent by the system to an individual if they have any evidence with an expiry date set, and which has expired in the last 60 days

Action Plan Target Date Missed Notification

This Notification Email, unless it has been suppressed, is automatically sent by the system to an individual if they have any Actions in their Action Plan with a Target Date set, and which has missed the Target Date in the last 30 days. (i.e. They have not set the Action to completed)

Approved Profile Notification

This Notification Email, is automatically sent by the system to an individual when their Profile is approved by the appropriate Team Leader or Line Manager. The email includes the Approvers comments

Postponed Profile Approval Notification - Missing Evidence

Notification Email to an individual when their Profile Approval has been Postponed by a Team Leader, Line Manager or Mentor when they have selected Missing Evidence. It includes the Comment provided by the approver by default.

Postponed Profile Approval Notification - Revise Skills

Notification Email to an individual when their Profile Approval has been Postponed by a Team Leader, Line Manager or Mentor when they have selected Revise Skills. It includes the Comment provided by the approver by default.

Updated Action Plan Notification

This Notification Email, can optionally be sent by the system to an individual when their Action Plan has been updated by the appropriate Line Manager. The Line Manager has an option to invoke the sending of the email after making an update to the individuals Action Plan

Endorsed Profile Notification

This Notification Email, is sent by the system to an individual when their Endorsed Profile has been Approved by the nominated Endorser

SFIA Badges issued Notification

Only available if the SFIA Certification option has been made available to your organization

This Notification Email, is sent by the system to an individual when their Evidence Skill has been certified and a badge issued.

Mentee Request Accept Email

Notification Email sent to the Mentee after the Mentor has accepted their Mentor Request.

Mentee Request Deny Email

Notification Email sent to the Mentee after the Mentor has denied their Mentor Request.

Mentor Request Email

Notification Email sent to a potential Mentor when a Mentee has requested that they be their Mentor.