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:

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


To the top

Additional Resources

Related KBs:

Related Links:

Get Help

To the top