Introduction
The Benefits Administration emails are created to support key actions that users take when interacting with their Benefits offering. The emails listed below are not currently editable by clients.
1. New Joiner is able to apply for benefits
Status: Active
Recipient: Employee
Frequency: Within 24 hrs of new joiner becoming eligible. Eligiblity rules for new joiners are determined during implementation and can be configured to support Date Added, Benefits Start Date (HRIS field) or Start Date (HRIS field).
Title: Apply for your benefits today
Copy
Hi [firstname],
Good news! You're now eligible to apply for your benefits package
Visit [scheme name] to view your benefits. You will have until [end date] to make your selection.
Kind regards,
[scheme name] - SmartPay team
Button CTA: No Button. Scheme Name is linked to /SmartPay
Onsite Alert: Great news! You can now apply for your benefits package.
2. There are items in a user's Flex Benefits Basket
Status: Active
Recipient: Employee
Frequency: Once. If items are left in basket for 24 hrs
Title: There are items left in your Benefits Basket
Copy
Hi [firstname],
There are items left in your benefits basket.
If you don't review and submit your Basket, then your benefit choices may not be approved and activated.
Please login to take action. [link to /SmartPayBasket]
Kind regards,
The [scheme name] team
Button CTA: No Button. 'Please login to take action.' is linked to /SmartPayBasket
Onsite Alert: There are items left in your Benefits Basket. Review and submit now! [link to /SmartPayBasket]
3. Life Events - Data-Driven Event
Status: Active
Recipient: Employee
Frequency: When employer dictates a life event, either via HRIS file or manually per user
Title: There has been a change to your benefits
Copy: Hi [firstname]
There has been a change to your benefits as [life event text].
For the following benefits, [action related text]
- [Product name]
Login to [scheme name] to make changes or find further details.
Kind regards,
The [scheme name] team
Button CTA: No Button. Scheme name links to /SmartPay
4. Life Events – Employee Driven Event
Status: Active
Recipient: Employee
Frequency: When employee logs a life event via the benefits platform
Title: You've made a change to your benefits
Copy:
Hi [firstname]
There has been a change to your benefits as [life event text].
For the following benefits, [action related text]
- [Product name]
Login to [scheme name] to make changes or find further details.
Kind regards,
The [scheme name] team
Button CTA: No Button. Scheme name links to /SmartPay
5. Life Events – Employee Driven Life Event: Approved
Status: Active - if employer approvals are 'ON'
Recipient: Employee
Frequency: Sent once employer reviews and approves Life Events
Title:Your request to change your benefits has been approved
Copy:
Hi [firstname]
You recently logged a life event to your employer know [life event text]. This request has been approved.
For the following benefits, [action related text]
- [Product name]
Login to [scheme name] to make changes or find further details.
Kind regards,
The [scheme name] team
Button CTA: No Button. Scheme name links to /SmartPay
6. Life Events – Employee Driven Life Event: Rejected
Status: Active - if employer approvals are 'ON'
Recipient: Employee
Frequency: Sent once employer reviews and rejects Life Events
Title: Your request to change your benefits has been unsuccessful
Copy:
Hi [firstname],
You recently logged a life event to your employer know [life event text]. This request has been rejected for [reason].
Please contact your employer if you require any further detail.
Login to [scheme name] to view your current benefits package or request another change.
Kind regards,
The [scheme name] team
Button CTA: No Button. Scheme name links to /SmartPay
7. Life Events – Employer has pending life events to review
Status: Active - if employer approvals are 'ON'
Recipient: Employer
Frequency: Daily
Title:You have pending life events to review
Copy:
Hi [Firstname],
You have [number of pending life events] to review.
To action these requests, please check SmartPay in Reward Manager [link to life events interface]
Kind regards,
The SmartPay Team
Button CTA: No Button. 'SmartPay in Reward Manager' links to Life Events approval interface in Reward Manager
8. Life Events - Onsite Alert
Status: Active - if employer approvals are 'ON'
Recipient: Employee (Onsite)
Frequency: When any life event occurs
Copy: [life event text], please check your benefits here to see if action is required
Life Event Tags
9. Insurance – Auto Enrolment
Status: Active. ON/OFF toggle to enable communications for auto enrolment.
Recipient: Employee
Frequency: Once, after auto enrolment is configured then eligible employee's who have been enrolled in the benefit will receive the communication.
Title
Copy
Hi [firstname],
Good news! Your employer has enrolled you in [Product Name].
This means you'll be covered for [Cover Level] [Cover Option] from [effective date] by [Provider Name].
Visit [scheme name] for more details on your cover. If you wish to opt out or amend this benefit you have until [end date] to do so.
Kind regards,
[scheme name] - SmartPay team
Button CTA: No Button. Scheme Name is linked to /SmartPay.
Onsite Alert: Great news! You've been enrolled in [Product Name]. Amendments are available until [end date].