Emails to Employees:
Event: When the review template is Assigned/Shared with the employee
Recipient: Employee
Event: Reminders to employees that they can start writing their self-review from today
Recipient: Employees
Event: Automatic reminder to employees to complete their self-review before the due date.
Recipient: Employees
Event: If the manager review is visible to the employees, Employees will be notified that their Manager has completed his/her review for them.
Recipient: Employees
Event: When Self review is unlocked for an employee.
Recipient: Employee
Event: Sign off is pending for self-review
Recipient: Employees
Event: When HR makes Manager review visible to employees from Org dashboard.
Recipient: Employees
Event: When Performance review template has been recalled
Recipient: Employee
Event: When self-review template has been locked by HR.
Recipient: Employee
Emails to Managers:
Event: When Performance review template has been assigned to an employee (parallel review)
Recipient: Manager
Event: When employees submitted their Performance review template (Sequential review)
Recipient: Manager
Event: When Self-review submitted
Recipient: Manager
Event: Automatic reminder to Managers to complete the Manager review for their direct reports.
Recipient: Managers
Event: When HR submits the review for an employee
Recipient: Manager
Event: When Manager review is unlocked for a direct report.
Recipient: Manager
Event: Sign off is pending for direct reports review
Recipient: Managers
Event: When HR unlocks the Manager review for an employee.
Recipient: Managers
Event: When Performance review template for an employee has been locked by HR.
Recipient: Managers
Event: When skip level manager approves manager review
Recipient: Manager
Event: When Manager tries to download performance review PDFs from Team Dashboard.
Recipient: Manager
Event: When Manager tries to download the performance area report from the Team Dashboard.
Recipient: Manager
Emails to Admin/HR:
Event: When Manager review is submitted for a direct report.
Recipient: Admin/HR
Event: Sign off is pending for an employee
Recipient: Admin/HR
Event: Performance templates for all employees needs to be assigned on this date.
Recipient: Admin/HR
Event: Performance templates for all your employees need to be shared on this date.
Recipient: Admin/HR
Event: When HR review for all employees is due
Recipient: Admin/HR
Event: When Admin/HR tries to download performance review PDFs from Org Dashboard
Recipient: Admin/HR
Event: When Admin/HR tries to download performance Areas report from Org Dashboard
Recipient: Admin/HR
Emails to Additional Reviewer:
Event: When an employee is added as an additional reviewer for someone.
Recipient: Additional Reviewer (Employee)
Emails to Skip Level Manager:
Event: When the skip-level manager review has been unlocked.
Recipient: Skip level Manager
Event: When Manager submits his/her manager review and it goes for approval from the SLM
Recipient: Skip level Manager
Emails to Delegated Reviewer
Event: When the manager review is delegated to someone
Recipient: Delegated Reviewer
