Sapling - Personal vs Company Email Management

Introduction

Onboarding is unique to other HR workflows as it requires the dual management of personal and company email communications.

Usually, a switch will occur where communications is no longer sent to a personal email and is now sent to a company email. It's important to understand when this occurs to ensure the new hire knows where communications are being delivered.

Pro Tips 💡

• You can only have one personal email and/or one company email for an account in Sapling.
• Supporting personal email access if auto provisioning is turned on for G-suite integration is possible by turning off the toggle "Provision G-Suite account" or by leaving the work email field as empty in the profile template.

When do communications switch from Personal to Company Email? 

Sapling invitations are typically sent to the new hire's personal email.

Once the new hire receives the invitation, they are able to create a Sapling password with their personal email. This personal email will remain the main method of communication until a company email is added to a new hires' profile field (*note: this includes anything they are assigned out of onboarding, like a one-off document). 

At the point that a company email is added, this becomes the default setting for all future communications. You can double-check this switch has happened by navigating to the new hire's profile and looking at the "Company Email" profile field.

Note: If the company email is left blank for the user profile, we then use the personal email for the notifications.