Templates¶

Employee Reminders includes ready-to-use templates to help you get started quickly. Templates save common message bodies, buttons, and scheduling defaults so you can reuse them across campaigns.

Ready-to-use templates¶

Compliance reminder
Onboarding check-in
Monthly update
Quick pulse / survey

Editing templates¶

Open Templates and choose a template to edit.
Update the message body, buttons, and any attachments.
Save the template — changes will be available the next time you create a message.

When to use templates¶

Recurring reminders (training, policy review)
Regular monthly or weekly updates
Short surveys where you want consistent phrasing and buttons

Tip: Keep a small set of canonical templates (e.g., Compliance Reminder, Onboarding Check-In) to make it easier for admins to pick the right message quickly.