Configuring email automation
Notifications can be sent by email, displayed in the system, or both.
Follow these steps to configure appraisal notifications.
- Select Administrator > Set Up > Performance > Organization Configuration.
- Select Email Automation.
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Specify this information:
- Effective Date
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Specify or select the date on which the configuration is effective.
- Self: Available
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For an email notification to be sent to employees when their self appraisal is available to them, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Self: Finalized
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For an email notification to be sent to managers when employees finalize a self appraisal, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Self: Revert To In Progress
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For an email notification to be sent to managers when employees revert a self appraisal to an in progress state, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Manager: Available
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For an email notification to be sent to managers when a manager appraisal is available to them, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Manager: Finalized
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For an email notification to be sent to employees when their manager finalizes their appraisal, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Manager: Submitted To Employee
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For an email notification to be sent to employees when their manager submits their appraisal to them directly for acknowledgment, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Manager: Submitted To Upline Manager
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For an email notification to be sent to upline managers and employees when managers submit an appraisal for acknowledgment, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Manager: Revert To In Progress
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For an email notification to be sent to employees when managers revert an appraisal to an in progress state, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Other Rater: Available
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For an email notification to be sent to employees when an other rater review is available in My Reviews, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Other Rater: Finalized
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For an email notification to be sent to employees when an other rater finalizes their appraisal, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Other Rater: Revert To In Progress
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For an email notification to be sent to employees when an other rater reverts an appraisal to an in progress state, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Reassign
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For an email notification to be sent to managers and employees when an appraisal is reassigned, select Automatic Email in the Email Rule column. Select the email template for the email notification.
For a system notification to be displayed, select the Notification check box.
- Click Save.