Email reminders and alerts

Pre- and post-review date reminders are sent to the reviewee, manager, second sign-off (if using) and feedback-givers (if using). The schedule depends on what stage a review is at and what workflow is being used.

As an example, the following table describes the reminders that are sent for our standard 3-stage workflow:

You can also choose to enable the following emails in Configuration > Emails:

• Weekly Sense Check email to Administrators.
• Weekly objectives update email to Objectives Administrator. Typically this is used to alert an L&D manager of all the Personal Development activities that have been added recently across the whole of your account.
• Copy in HR to any alerts sent about probation reviews so HR are automatically updated when probation reviews are submitted. 

Email alerts

The alert emails are triggered when someone does something in the system and cannot be turned off. For example, the following actions will trigger an alert email:

• When someone shares their comments in a review
• When someone progresses a review to the next stage
• When an admin changes the people involved in a review
• When feedback requests are made for a review
• When someone responds to feedback requests
• When an admin adds a new user to the system
• When the date is changed for a review
• When someone nudges/re-send the feedback invite to a feedback giver
• When someone requests a password reset email
• When a review is rolled back to a previous stage
• When someone adds a new objective
• When someone updates an objective
• When someone gives unsolicited feedback on a review
• When a new review is set up

Note that some of these emails are controlled by settings or the user is given a choice when doing the action as to whether they want to send the email or not. 

You can control email alerts on objectives by enabling/disabling the following three settings. When these are enabled, emails will be grouped so managers don't receive one every time a team member makes a change.

You can control email alerts on feedback requests by enabling/disabling the following two settings.

You can customise the email alerts sent by the system in Configuration > Email templates. The templates generate the opening line 'Hi {firstname}' so you don't need to include this.