There are 3 options for reminding your team about upcoming Performance Reviews that are due.
1. Enable Email Reminders on Account Settings page - Administrative Users (Recommended)
2. Use the email reminder option in the dot menu on the Team Review table. (This is a "one-off" reminder)
3. Pipeline view mass reminder options (This is a one-off reminder)
When creating reviews, Due Dates can be set. It is recommended this date be set as the date you want the manager and employee to review the evaluation and finalize the review.
How Email Reminders Work:
Days Before Employee: set the number of days you would like employees to receive an automated reminder to complete their self-assessment. This is usually set for at least 1-2 weeks before the Review Due Date.
Days Before Managers: set the number of days you would like managers to receive an automated reminder to complete their ratings and comments. This is usually set a few days to a couple of weeks before the Review Due Date but should be set to send after the Days Before Employee. _Managers should complete their evaluation after the employee completes their self assessment._
Days After Managers: set the number of days you would like the managers to receive an automated reminder after the Review Due Date.
Currently, these email reminders are sent on the specified date based on the number of days set in relation to the Due Date and only send once. If the Due Date is not set, reminders will be sent for that review record.
The email templates allow for some customization to the body of the email. See below:
Automated Reminder Setting
"One-Off" Reminders
Pipeline Mass Email Reminders
You may choose to remind the various groups of people, depending on where someone's record is in the Review process. Note - Some accounts will not have Approval enabled, and will not have that step in their pipeline as seen in the screenshot.
Have questions about setting reminders? Start a conversation. We are happy to help!