Messenger in the Talent Management module: Settings

You can save message templates and define your layouts in the Messenger settings.

News templates

General templates

1. In the side menu under “Settings”, click on “Talent Management” and then “Messenger”
2. You will now see the message templates that have already been saved
3. You can open these via the three action points -> “Edit” and edit the texts and add translations
4. You will see the following fields in the pop-up:
   1. Title: Internal title for administration
   2. Subject: Message subject for recipients
   3. Message: Text of the message
      You should include the salutation and greeting form in the text. Work with the placeholders to be able to insert information automatically (such as first and last names etc.)
   4. Attachments: You can add documents or document templates as attachments to the template and specify the link validity for downloading the attachments. It is also possible to add password protection for opening the files.
      Note: to automatically use an individual password for each employee, you can use placeholders (e.g. for the employee’s tax number or personnel number)
   5. Electronic signature: If you use the “Electronic signature” add-on module to digitally sign documents, you can predefine the signature strength for the template.
   6. Visibility: Here you can set for which employees this template should be visible. You can restrict visibility according to the employee’s gender, language, location and department, and any combination of these is possible.
5. To be faster, you can duplicate existing templates
6. You can use the three action points to send yourself a test message to see how employees will receive the message

You do not need to store headers (e.g. your logo) and footers in the message, as this is predefined in the layouts.

Layouts

In the Messenger settings, you will also find the layouts for the headers and footers of your messages. These have already been preset for you, but can be changed if required. For example, you can also set up individual layouts for different locations and departments.

Setting up layouts is quite technical, so we recommend that you contact our Customer Success Team if required: support@onboard.org