Summary
You can customize the email text that someone receives when they are invited to the platform in order to fill out their paperwork. This is for both employees and independent contractors.
When inviting a new worker, you can give them an individualized message, including specific onboarding instructions for them.
Note: You can also save a message as a "template," allowing you to re-use it later. This could allow you to have a company-wide message that you send to all new employees.
Walk-Through
1) Begin inviting a worker.
2) Under the "Offer Letter & Welcome Email" section (Step 2), you can enter in your own custom text which the worker will receive in an email (you may select a saved email template if you have any saved).
b. You may choose to save this message as a template for future use. Simply make sure the "Save message as template" box is checked, and once you complete the invite worker form, that message template will be available for you to use for future invites.
Note: If you want to manage your email templates further, you can select the "Click here" text to view and manage all your email templates.
3) The worker will receive an invite to the system in an email that looks like this: