How to Edit and Activate “Probation End” Email Templates

This article explains how to locate, edit, and activate the Probation End email templates in Yomly. These templates are used to notify employees, managers, and HR teams when an employee’s probation period ends.

Step 1: Navigate to the Appropriate Section

1. Go to Business Settings → Customization → Emails.

2. Scroll down and set Items per page to 100 (for easier searching).

3. Use Ctrl + F (Windows) or Command + F (Mac) and type Probation End to quickly locate the relevant templates.
   
   

Step 2: Available Templates

You will find the following Probation End templates:

• Probation End – Employee: Sent to the employee, notifying them of the end of their probation period.

• Probation End – HR: Sent to the HR team for their action or information.

• Probation End – Manager: Sent to the manager, notifying them about the employee’s probation status.

Step 3: Edit the Template

1. Select the desired Probation End template.

2. Click Override to enable editing.
   
   
   
   

3. Make the necessary text changes to the email content.

4. Once done, click Override again to save your edits.
   
   

Step 4: Activate the Updated Template

1. After saving your changes, return to the same template.
   
   
   
   

2. Click Activate to enable the updated version.

   🔔 Note: The updated email template will only take effect once it has been activated.

    

   

    

Step 5: Use Existing Tags

When editing, make sure to retain the existing tags in the template.
These tags automatically pull and display key information (e.g., employee name, probation end date) in the email notifications.