In Zoho People, templates simplify the process of sending notification emails, official letters, and documents to your employees by allowing you to use pre-designed and reusable layouts. These templates include fixed content, standard phrases, and placeholders that automatically fill in with the relevant employee data, making it easy to generate, download, or send personalized emails, letters, or documents for each employee. Templates can be created based on your organizational needs.
Templates for a service can be created in Settings > Service {Employee Information, Leave, and more) > Automation > Templates.
Templates created in a service can only be used within that specific service and form.
Zoho People allows you to create the following templates for the forms, which can be used based on your requirements:
- Email Templates
- Letter Templates
- Mail Merge Templates
Watch our help video on creating and managing templates