# How To Set Up A Welcome Email

## Welcome email set-up

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to get there?

On your Home screen click on System Administration (1), With your cursor hover over the System Administration (2), then navigate to Notifications (3) | Emails (4) | Notification - Templates (5).

<div data-article-id="1070028" data-workflow="false" id="bkmrk-"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="ad12aabc-0d44-4a40-bc11-5b49e8594d49"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/348/015/original/6225f725-1328-44df-bfca-2c4f6b035c54.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/348/017/original/f09ae2c5-ed7a-49fa-b180-2ef574d8bd93.png)</div></div><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1070028" data-workflow="false" id="bkmrk-from-the-drop-down-m"><div data-article-id="1070028" data-workflow="false"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div>- From the drop down menu search and select System Access (1).
- Click on the Search button (2).

</div><div></div></div></div></div></div></div></div>[![image-1616948942165.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/MhyzKGXlR4APhxsk-image-1616948942165.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/MhyzKGXlR4APhxsk-image-1616948942165.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-search-through-the-l"><div data-article-id="1070028" data-workflow="false"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div>- Search through the list for the SECURITY\_ADMIN\_PASSWORDRESET\_WELCOME (3) email, this is the welcome email.
- From this screen you will be able to Select the subject for your email (4).
- You can edit the From E-mail Address (5).
- Remember to enable the email by clicking on the tick box (6).
- You will also be able to Copy and Preview (7) the email.
- For more options click on Action (8), a small window will open.
- Click on View / Edit (9).

</div><div></div></div></div></div></div></div></div>[![image-1616948948888.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/9yUU0FpFWwcA3ow4-image-1616948948888.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/9yUU0FpFWwcA3ow4-image-1616948948888.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-enter-the-from-email"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div>- Enter the From email (10).
- Set up the CC and BCC rules by clicking on the drop down and selected Email and then entering the email address in the next field (11).
- Type in the Subject of your email (12).
- Remember to tick the tick box to Enable the welcome email (13).
- If you entered CC and BCC rules the tick box Apply CC email rules (14) must be ticked.
- Remember to click on the Save (15) button to save all your settings.
- Click on Template Items (16) to edit the email template.
- You will be directed to a new window.

</div><div></div></div></div></div></div></div><p class="callout info">Important: Do not edit any information other than the instruction given above, unless you are sure what to do, otherwise the welcome **emails may not be sent.**</p>

<div data-article-id="1070028" data-workflow="false" id="bkmrk--2"><div data-article-id="1070028" data-workflow="false"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div></div></div></div></div></div></div></div>[![image-1616948956968.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/2CPtEAGvdwUrKivY-image-1616948956968.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/2CPtEAGvdwUrKivY-image-1616948956968.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-in-the-new-window-cl"><div data-article-id="1070028" data-workflow="false"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div>- In the new window click on Body (17) to edit the welcome email body.

</div><div></div></div></div></div></div></div></div>[![image-1616948964592.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/XpvYrf1gu6vn9NP1-image-1616948964592.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/XpvYrf1gu6vn9NP1-image-1616948964592.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-enter-your-email-con"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div>- Enter your email Content (18) below.
- Remember to click on Save (19) to save your work.

</div><div></div></div></div></div></div></div>Please do not hesitate to contact support at <support@signify.co.za> for any assistance.

<div data-article-id="1070028" data-workflow="false" id="bkmrk--5"><div data-article-id="1070028" data-workflow="false"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div><div></div></div></div></div></div></div></div>[![image-1616948970838.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/2V3dql6ipqeUlwT8-image-1616948970838.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/2V3dql6ipqeUlwT8-image-1616948970838.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk--7"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="09d91fa0-a181-42e0-b013-31fdbec68ba8"><div data-step-uuid="4479e864-0927-4cfa-a69c-c27578be31f4"><div></div></div></div><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Sending welcome email to new users

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>When users have been imported with Excel

#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to get there?

Click on System Administration (1), with your cursor hover over System Administration (2), then navigate to Users (3) | Manage Users (4).

<div data-article-id="1070028" data-workflow="false" id="bkmrk--8"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="ea913306-91a7-4133-8b9d-3cbddc96acea"><div data-step-uuid="a0429928-a2f3-452a-aaf5-30af6d4a0d8f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/348/063/original/af275e92-e570-4cb8-bb56-5d15e8b6a3d0.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/348/059/original/64432339-25e4-4229-81c3-65441ff4ead0.png)</div></div><div data-step-uuid="d8a1911f-0d44-49b0-bbe2-17e5c94121ed"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

[![image-1616948981777.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/McV3AOtBJ28w05TQ-image-1616948981777.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/McV3AOtBJ28w05TQ-image-1616948981777.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-if-you-would-like-to"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="ea913306-91a7-4133-8b9d-3cbddc96acea"><div data-step-uuid="d8a1911f-0d44-49b0-bbe2-17e5c94121ed"><div></div><div>- If you would like to ignore users before a specific date, then tick the box at Ignore users created / imported before this date (2). Select the before date in field (3).

</div><div></div></div></div></div></div></div></div><p class="callout info">It is important to untick the tick box (2) when no users should be ignored.</p>

The options that can be selected when sending a welcome email are:

<div data-article-id="1070028" data-workflow="false" id="bkmrk-send-the-welcome-mes"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="ea913306-91a7-4133-8b9d-3cbddc96acea"><div data-step-uuid="d8a1911f-0d44-49b0-bbe2-17e5c94121ed"><div>1. Send the welcome message to all users (4). 
    - The **welcome notification** will be sent to: 
        - All users who have not received it before.
        - And that were created / imported after the date specified above (if applicable).
        - Click on Confirm to continue.
2. Send the welcome message only to users that I have selected. (5) 
    - The **welcome notification** will be sent to: 
        - Only users that have been selected.
        - And who have not received it before.
        - And that were created / imported after the date specified above (if applicable).
        - Click on Select Users to continue.
3. Send the welcome message to all users, but exclude users that I have selected. (6) 
    - The **welcome notification** will be sent to: 
        - All users who have not received it before.
        - And that have not been excluded.
        - And that were created / imported after the date specified above (if applicable).
        - Click on Select Users to continue.

</div></div></div></div></div></div></div>Click on Click on Continue To Next Step (7) to continue.

<p class="callout info">Important: If the user has already received a welcome email, they will not receive one again irrespectively of what option is selected below.</p>

<div data-article-id="1070028" data-workflow="false" id="bkmrk-search-for-the-user-"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="ea913306-91a7-4133-8b9d-3cbddc96acea"><div data-step-uuid="d8a1911f-0d44-49b0-bbe2-17e5c94121ed"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/348/065/original/0ac55f2a-82fe-4f1a-92e4-2cc2fb14236d.png)</div><div>- Search for the user you would like to select by typing their Username (8).
- Use the tick box Select Username (9) to select all the visible employees (9).
- Or select the users one by one by ticking the tick box (10).
- You can see the number of Users Selected (11).
- Click on Clear Users (12) to clear all the Users Selected (11).
- Click on Continue To Next Step (13) when all the users were selected.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/348/057/original/1654410e-920c-40f8-8d44-0631e28e14b4.png)</div><div>- Tick I confirm that my selection is correct (14).
- Click Export Users That Will Receive Notification (15) to save the list.
- Click on Send Welcome Notifications (16).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/348/055/original/4d2befc3-6094-4e25-a3de-cc058e9289e9.png)</div></div></div><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>When appointing new employee (Quick)

#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to get there?

Click on System Administration (1), then with your cursor hover over Modules (2) and click on Manage Employees.

<div data-article-id="1070028" data-workflow="false" id="bkmrk--10"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"><div data-step-uuid="263b5a11-3de4-4769-a5c1-37543ee95485"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/348/049/original/972313d5-de35-4567-bfc9-c9ec2000a62c.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/348/051/original/15b48259-3ec5-4c2e-a790-c8d2403bd278.png)</div></div><div data-step-uuid="8cc0ae17-22bb-4deb-b19f-32aa0f3aad72"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

<div data-article-id="1070028" data-workflow="false" id="bkmrk-click-on-appoint-new"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"><div data-step-uuid="8cc0ae17-22bb-4deb-b19f-32aa0f3aad72"><div>- Click on Appoint new Employee (Quick) (1).

</div><div></div></div></div></div></div></div></div><p class="callout info">Important: You will only be able to send the welcome email when using the quick appoint option (1)</p>

<div data-article-id="1070028" data-workflow="false" id="bkmrk--11"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"><div data-step-uuid="8cc0ae17-22bb-4deb-b19f-32aa0f3aad72"><div></div><div></div></div></div></div></div></div></div>[![image-1616949002687.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/49ahzfwJBZpytnSL-image-1616949002687.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/49ahzfwJBZpytnSL-image-1616949002687.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk-enter-the-employees-"><div data-article-id="1070028" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"><div data-step-uuid="8cc0ae17-22bb-4deb-b19f-32aa0f3aad72"><div></div><div>- Enter the employees details (2).
- Enter a valid E-mail Address (3) for the employee.
- Select the box Send Welcome Notification (4).
- Click on Save and go to Employee Profile (5).

</div><div></div></div></div></div></div></div></div>[![image-1616949010700.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/NiANorNkTeJCCIWO-image-1616949010700.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/NiANorNkTeJCCIWO-image-1616949010700.png)

<div data-article-id="1070028" data-workflow="false" id="bkmrk--14"><div data-role="steps-container"><div data-step-uuid="cbc8f9d2-2537-44a5-a2fb-a0e78f0211dd"><div data-step-uuid="bea9201e-0149-4347-9022-f6b949231b8e"><div data-step-uuid="8cc0ae17-22bb-4deb-b19f-32aa0f3aad72"><div></div></div></div></div></div></div>