Employer Platform – Sending an automated onboarding email

  • Updated

An Onboarding email will be sent to the employee once the policy is effective. This email includes the user guide, redemption link and policy number.

A Reminder email will be sent to the employee if they have not activated their account after 14 days. This email includes the user guide, redemption link and policy number.
 

A sample of the onboarding email:

onboarding email_tc_4.png

How to ensure newly added employees receive their activation emails?

  1. After logging in to the employer portal, you would be able to see the email field and activation status in the member list.

    onboarding email_en_1.png
  2. When adding a member, there is a new field for employers to input the email address for the employees. An onboarding email will be sent to the designated email of the employee when the policy of the employee is effective to remind the employee to activate their group policy. If the employee’s email is not added, this email will not be sent.

    onboarding email_en_2.png

  3. Employers can also download the member list template from the employer portal for adding new members. An optional email field is included in the template.

    onboarding email_tc_3.png