Topics Map > Human Resource System (HRS) > HRS Human Resources Administration > HR Learning Path

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

To the top

Additional Resources

Related KBs:

Related Links:

    Get Help

    • Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.

    To the top



    Keywords:eperformance employee manager define criteria checkpoint finalize nominate participant evaluation self nominee proxy due accept decline cancel share acknowledge   Doc ID:91499
    Owner:tami e.Group:UW–Shared Services
    Created:2019-05-02 16:25 CDTUpdated:2020-07-24 12:14 CDT
    Sites:Human Resource System (HRS), UW-La Crosse, UW–Shared Services
    Feedback:  0   0