Setting up the Welcome E-mail for New Employees

Launch Performance Pro to your users through the Welcome E-mail.

The easiest and most convenient way to launch Performance Pro to your users is through the “Welcome E-mail.” This e-mail will provide your users with everything they need to access Performance Pro for the first time without the administrative burden of sending individual e-mails with login information. The email contains:

• URL
• Username
• link to create a password
• space for you to add custom content

Note: The welcome email is applicable for clients who are not using single sign-on (SSO) to access Performance Pro.

To create the Welcome E-mail, go to: System Setup > Manage Alerts > Welcome tab.

You can customize the message in the space above and below the embedded content. Do not edit the content in the bracket as that is hard coded to send that information specific to each individual employee. The information in brackets will automatically populate for each employee.

Once the message is ready, you have the following options:

• Send Now: This will send all users an e-mail with login information. This is helpful when sending out annual information about performance reviews if your users do not routinely access Performance Pro. If the users know their password, they won’t need to reset it.
• Automatic Welcome E-mail: When checked, this will automatically send an email to any new hire with login information as soon as their profile is created in Performance Pro.