Sending emails and notifications for appraisals that are due soon

Use this procedure to send an email and notification for an appraisal that is due soon. The appraisal must not be in Historical or Preliminary status.

  1. Select Administrator > Performance > Create Appraisal Reminders.
  2. Specify this information:
    Appraisal Email Template
    Select an appraisal email template.
    Employee Group
    Specify a group of employees. You must specify an employee group or resources, but not both.
    Resources
    Specify individual resources. You can select up to 10 employees. You must specify an employee group or resources, but not both.
  3. Click Submit.
    • The date corresponds to the Appraisal Due Date Alert that has been configured for the organization.
    • The notification is sent to the person who has a pending action. The link in the notification directs the user to the appraisal.
    • If the appraisal has a corresponding work unit, the notification is sent with access to the work unit where the user can approve, reject, or acknowledge the appraisal. Available actions depend on the user role.