The Welcome Email is an email sent out to the Primary Contact, welcoming them to the system and the project, and requesting them to start inducting Personnel and submitting SWMS.
Note: Primary Contact details (First Name, Last Name, Email) must be entered for a Welcome Email to be sent (See How Do I Find/Change The Primary Contact?). If the Primary Contact doesn't have a login then this will be created when entering their details before a Welcome Email can be sent.
To send a Welcome Email when creating an Employer:
Follow the steps in article Employers > Setting Up An Employer which will detail how to send a Welcome Email during the Employer setup process.
NOTE: For any changes and/or updates to your Welcome Email (wording or formatting) please contact Customer Support on 1300 866 166. To add attachments to your Welcome Email, please read this article: https://hammertech.zendesk.com/hc/en-au/articles/221994808
To send a Welcome Email after an Employer has been created:
- Log into HammerTech
- Select your required project from the Company Overview drop-down in the top right hand corner
- Select Employers > Active
- Select the Employer you wish to send the Welcome Email to (Note: The Welcome Email column will identify if a Welcome Email has not been sent)
- Select the Options cog in the top right corner
- Select Send Welcome Email
Note: Alternatively if you navigate to the Edit page of the Employer, you can select the Send Welcome Email checkbox that appears under Employer Options. The option to add any specific instructions with the email will become available. Remember to select the Save Changes icon at the bottom of the page.
To Resend a Welcome Email:
- Log into HammerTech
- Select your required project from the Company Overview drop-down in the top right hand corner
- Select Employers > Active
- Select the Employer you wish to resend the Welcome Email to (Note: The Welcome Email column will identify if a Welcome Email has not been sent)
- Select the Options cog in the top right corner
- Select Resend Welcome Email
Note: Alternatively if you navigate to the Edit page of the Employer, you can select the Resend Welcome Email checkbox that appears under Employer Options. The option to add any specific instructions with the email will become available. Select send a request to update employer details if the primary contact needs to edit outdated info on their profile. Remember to select the Save Changes icon at the bottom of the page.