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
Reminders	Verification, Review, Validation, Calibration, Feedback, Closing Survey	Whenever 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.	Yes	Send a personalized email notification to participants that have pending actions in a particular stage.
Finished feedback	Feedback	When managers click the Finish feedback button.	Yes	Notify the employee that their feedback is finished and that they can view their results in the platform.
Management of action plans	Process in the status of Access to Results	Automatic reminder sent every 15 days.	No	Automatic reminders for the participant responsible of the action plan.
Change request rejected	Verification	Whenever an admin or a manager with administrative permissions rejects a change request through the Monitoring section.	No	Notify the participant that made the change request that it was denied.
Change request accepted	Verification	Whenever an admin or a manager with administrative permissions accepts a change request through the Monitoring section.	No	Notify the participant that made the change request that it was accepted.
New reviewee assigned in any category	Verification	When a reviewer is assigned a new reviewee in any category (not considering self-review).	No	Notify the reviewer that they have someone new to assess.
Change of reviewer accepted	Verification	Whenever an admin or a manager with administrative permissions accepts a request of change of reviewer through the Monitoring section.	No	Notify the new reviewer that they have someone new to assess.
Review pending of validation	Validation	Whenever a reviewer sends their assessment to be validated.	No	Notify the validator that they have a review pending of validation.
Review rejected	Validation	When a validator clicks the Reject assessment button.	No	Notify the reviewer that one of their reviews was rejected by the validator. It also shows the reason why it was rejected.
Reviews accepted massively	Validation	When a validator clicks the Accept all reviews button.	No	Notify the reviewer that all of their reviews were accepted by the validator.
Review accepted	Validation	When a validator clicks the Accept review button.	No	Notify the reviewer that one of their reviews was accepted by the validator.
Goal Setting/Review stage finished	Goal Setting	When 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).