Employee milestone communication templates
Updated at November 3rd, 2026
Table of Contents
This feature is used in conjunction with the Employee Communications product. If you have not purchased this product, then you will be unable to access this feature and its functionality.
Milestone templates are predefined templates for common milestone use cases that can be used to set the foundation for these communications.
Configuration
This feature will be automatically enabled by default. However, you have the option to choose which attribute should be used as the start date inside of these templates.
Users with full access to the Client Setup permission can adjust this setting by following the steps outlined below.
- Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
- When the Settings page opens, select Client Setup under the Paradox Tools section.
- From the left panel, scroll down to and open the Employee Communications section.
- Update the Start Date Attribute Preference as needed. Options include:
- Start Date (default)
- Hire Date
- Save the page.
Create a communication from a template
Important Note: The communication will only include employees that the creator of the template has permissions to view. If an employee matches the conditions of a communication but the creator does not have access to them, they will not be included in the audience.
Users with full access to milestone communications and templates are able to view the Templates section of the Communications page and available templates from the Communications landing page. You can create a communication with a template by completing one of the steps below.
Step #1: Put a template in use
You can create a milestone communication and put a template in use by following the steps outlined here.
Step #2: Review and send the communication
Once a template is put in use or selected, then it will pre-fill the communication. The user can fully customize the content within the template, but they will be provided with the default content configured for it in their account. Once all changes are made, send the communication. Click here to learn more about the fields in the Communication Builder.
Some templates, such as the Check-In and Exit Survey templates, also offer the option to customize the initial delay on the communication.
By clicking the delay pill within the Milestone Configuration sentence, then you can set the delay.
Edit communications created from templates
As long as a communication has not yet been sent, it can be edited. Currently, users that have full access to the Milestones permission and full access to the Edit Access to All Milestone Communications permission can edit any milestone. Users with no access to Edit Access to All Milestone Communications can only edit communications they create. These users may or may not also have access to templates.
- Note: If a user has no access to Edit Access to All Milestone Communications and no access to Templates, then they will only be allowed to view or duplicate a communication. The actions of edit, duplicate, archive, and delete will not be allowed.
Edit / duplicate communications with a disabled template
If a user edits a communication that was created from a template that is currently disabled, then the disabled template will still be selected, but will require them to select an active template. Only active templates will display in the template selector.
View templates put in use
Once a template is put in use, you can view communications that utilize the template by clicking into the template’s box in the Milestone Templates list. The box will expand to show all communications using the template.
- Note: Once at least six communications have used a template, the box for that template will include a scrollbar to view additional communications.
Hovering over a specific communication; selecting its action menu, or ellipses; and then selecting View will open up the communication in a slide-out drawer for you to view.
Milestone Template list actions
You can complete actions on both the milestone template as well as the communications that are using that template.
Template actions
From the Milestone Templates list, click the preferred template’s action menu, or ellipses. A drop-down menu will then display, where you can take the available actions, which include:
- Use Template (this experience is described above when creating a new communication)
- Edit Template
- Disable Template
Edit template
Users with full access to Templates will have the ability to customize the default content that is stored within each template.
Future communications that use this saved template will have the communication pre-populate to match the most recent version of the template.
By simply selecting the Edit Template action within the template’s action menu, the user will view a modified version of the Milestone Communication Builder where they can customize the default content that is pre-loaded when a template is used to create a new communication.
The Delivery section will be locked from editing.
Disable template
Disabling a template will prevent it from being used in the builder and displayed on the Communications landing page. By simply selecting the Disable Template action within the template’s action menu, the template will be disabled from the Milestone Templates list, and a Disabled Templates section will display at the bottom of this list.
Important Notes:
- Users with full access to the Templates permission will be able to see the Disabled Templates section.
- Disabled templates can still be edited and re-enabled.
Template communication actions
When viewing a template’s communications from the Milestone Templates list, you can hover over a communication and click its action menu, or ellipses, to view a list of available actions. These include:
- View: This will open the details of the communication in a slide-out drawer for you to view the content sent and any responses received. Click here to learn more.
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Edit: This will display for draft communications. Clicking this will the Communication Builder, where you can continue editing the communication. Click here to learn more.
- Note: If you edit a communication that uses a disabled template, then the Communication Builder will open with the disabled template selected. From here, you can select a new, active template to use.
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Duplicate: This will create a copy of the communication and open the Communication Builder, where you can edit and send the communication. Click here to learn more.
- Note: If you edit a communication that uses a disabled template, then the Communication Builder will open with the disabled template selected. From here, you can select a new, active template to use.
Users that have full access to Templates can also duplicate communications that were created from templates. In order to duplicate communications created by other users, they must have full access to Edit Access to all Milestone Communications permission.
- Pause/Resume: This will either pause or resume, respectively, a communication. Click here to learn more.
- Share: This will allow you to copy and share a link with other users in your organization that includes key components of your communication. Click here to learn more.
- Archive: This will stop sending a communication that has already been sent out to at least one employee or declutter other communication lists from the Communications page. Click here to learn more.
Permissions
The below access grants certain actions to using templates:
- Full access to Templates allows users to edit, disable, and use templates. They can also view the Templates section.
- View Access to Templates allows users to view the Templates section. If they have full access to Milestone Communication, then they can also use templates.
- No access to Templates prevents users from viewing the Templates section or using the templates.
Advanced logic
Since the Milestone Communication permission is separate, the following cases can arise. We recommend that all users that have access to templates have view or greater access to milestone communications:
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Full Access to Milestone Communication +
- Full Access to Templates: The user can edit, disable, and use templates. They can view the Templates page.
- View Access to Templates: The user can use templates and view the Templates page. They cannot edit or disable templates.
- No Access to Templates: The user cannot use templates but can create milestone communications. They cannot view the Templates page. The Milestone Builder should look the same as it does today since they cannot use templates.
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View Access to Milestone Communication +
- View Access to Templates: The user cannot create milestone communications so they cannot use templates. They can view the Milestone Communications and Templates pages but cannot create any templates. The ellipses menu for each template on the Templates page should be hidden since there are no actions for users to take.
- No Access to Templates: The user cannot create milestone communications so they cannot use templates. They can view the Milestone Communications page but not the Templates page.
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No Access to Milestone Communication +
- No Access to Templates: The user cannot create milestone communications so they cannot use templates. They cannot view the Milestone Communications page or the Templates page.
Recommended permissions
Admin Users
- Full access to Milestone Communications
- Full access to Templates
- Full access to Edit Access to All Milestone Communications
Managers
- View access to Milestone Communications
- View access to Templates
- No access to Edit Access to All Milestone Communications
FAQs
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Can I edit a communication that was created from a template?
- Editing these communications is the same as editing a milestone communication, meaning that once it has been sent to at least one employee, it cannot be edited. You will have to duplicate and create a new one instead.