Types of emails available in a performance review process

Modified on Wed, 8 Nov, 2023 at 5:16 PM

In each process, admins can activate the sending of multiple and different email notifications that will be automatically sent during different stages. The activation of the sending of these notifications must be configured for each stage, so this article will only cover the types of email notifications that exist, in which stages they can be sent and their goal, among other characteristics.


If you would like to know how to activate these email notifications, please contact your Project Manager.


Notification
Stage(s)When is it sent?Can I edit it?Goal
RemindersVerification, Review, Validation, Calibration, Feedback, Closing SurveyWhenever an admin or a manager with access to the Monitoring section selects one or more participants to send them a reminder. If you would like to know more on sending reminders, please check this article.
YesSend a personalized email notification to participants that have pending actions in a particular stage.
Finished feedbackFeedbackWhen managers click the Finish feedback button.YesNotify the employee that their feedback is finished and that they can view their results in the platform.
Management of action plansProcess in the status of Access to Results
Automatic reminder sent every 15 days.
NoAutomatic reminders for the participant responsible of the action plan.
Change request rejectedVerificationWhenever an admin or a manager with administrative permissions rejects a change request through the Monitoring section.
NoNotify the participant that made the change request that it was denied.
Change request accepted
VerificationWhenever an admin or a manager with administrative permissions accepts a change request through the Monitoring section.NoNotify the participant that made the change request that it was accepted.
New reviewee assigned in any categoryVerification
When a reviewer is assigned a new reviewee in any category (not considering self-review).
NoNotify the reviewer that they have someone new to assess.
Change of reviewer acceptedVerificationWhenever an admin or a manager with administrative permissions accepts a request of change of reviewer through the Monitoring section.
NoNotify the new reviewer that they have someone new to assess.
Review pending of validation
ValidationWhenever a reviewer sends their assessment to be validated.NoNotify the validator that they have a review pending of validation.
Review rejectedValidationWhen a validator clicks the Reject assessment button.
NoNotify the reviewer that one of their reviews was rejected by the validator. It also shows the reason why it was rejected.
Reviews accepted massively
ValidationWhen a validator clicks the Accept all reviews button.NoNotify the reviewer that all of their reviews were accepted by the validator.
Review acceptedValidationWhen a validator clicks the Accept review button.
NoNotify the reviewer that one of their reviews was accepted by the validator.
Goal Setting/Review stage finishedGoal SettingWhen the participant finishes this stage.Partially (please contact your PM)Notify the reviewer or reviewee that any stage of the Goal Setting is finished (depending on the flow of the stage).

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