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Automatic Performance Management Email Notifications in HRS

Overview

This document will provide an outline of what automatic email notifications are sent from HRS during different steps in the performance evaluation process, including what action triggers the notification and who receives the email.

Process Considerations:

Emails are sent to business email address (preferred) as identified in HRS.

Performance Evaluation Phase:	Action Taken:	Email Sent To:
Define Criteria	Employee selects *Ready for Manager Review* button	Manager
Define Criteria	Due Date reminders sent via batch process 7 days before Define Criteria due date, unless already approved	Employee and Manager
Checkpoint	Employee selects Share with Manager button	Manager
Checkpoint	Manager selects Share with Employee button	Employee
Checkpoint	Due Date reminders sent via batch process 7 days before Checkpoint due date, unless already completed	Employee and Manager
Finalize Criteria	Employee selects Share with Manager button	Manager
Finalize Criteria	Manager selects Share with Employee button	Employee
Finalize Criteria	Due Date reminders sent via batch process 7 days before Finalize Criteria due date, unless already completed	Employee and Manager
Nominate Participants	Manager selects Submit Nominations button	Nominee
Nominate Participants	Nominee selects *Accept* button	Manager
Nominate Participants	Nominee selects Decline button	Manager
Nominate Participants	Manager selects Cancel button	Nominee
Participant Evaluation	Participant selects Complete button	Manager
Participant Evaluation	Due Date reminders sent via batch process 30, 15 and 7 days before Participant Evaluation due date, unless already completed	Participant
Employee Self Evaluation	Employee selects Complete button	Manager
Employee Self Evaluation	Manager selects Reopen hyperlink/button to send completed Self Evaluation back to employee for rework	Employee
Employee Self Evaluation	Due Date reminders sent via batch process 30, 15 and 7 days before Employee Self Evaluation due date, unless already completed	Employee
Manager Evaluation	Manager selects Share with Employee button	Employee
Manager Evaluation	Employee selects Acknowledge button	Manager
Manager Evaluation	Due Date reminders sent via batch process 30, 15 and 7 days before Manager Evaluation due date, unless already completed	Manager
Any	Manager submits delegation request to give ability to perform evaluations on behalf of the Manager	Manager and requested Proxy
Any	Proxy accepts or denies delegation request	Manager and requested Proxy
Any	Delegation end date has passed or delegation revoked	Proxy

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