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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 completedEmployee
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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Additional Resources

Related KBs:

Related Links:

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    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 15:25 CSTUpdated:2020-09-17 13:21 CST
    Sites:Human Resource System (HRS), UW-La Crosse, UW–Shared Services
    Feedback:  0   0