Configuring your organization for goal-related email notifications

Use this form to configure your organization to send automatic email notifications.

Email notifications are activated for an action when the email rule for the action is set to Automatic Email and an email template is selected.

  1. Access Administrator > Setup > Goals > Goal Emails.
  2. On the Goal Life Cycle tab, specify this information:
    Mass Goal Creation
    Select the email template for notifications to employees when an administrator, manager, or goal leader has created a mass goal for them.
    Note: On the email template, the sender should be the manager. The administrator or goal leader is acting on behalf of the manager in this context.
    Revert All
    Select the email template for notifications when an administrator or goal leader reverts all goals that were approved in batch to Draft status. The goals are displayed on the Pending Goals tab of the employee or manager who initiated the goals.
    Note: On the email template, the sender should be the manager. The administrator or goal leader is acting on behalf of the manager in this context.
    Push Goal Details
    Select the email template for notifications when an administrator, goal leader, or manager has pushed changes from an organizational goal. The fields that can be pushed include Goal, Description, and Expected Result.
    Push Results
    Select the email template for notifications when an administrator, goal leader, or manager has pushed changes from organizational goal results.
    Employee
    Select the email templates for notifications when an employee performs a goal action.
    Manager
    Select the email templates for notifications when a manager performs a goal action for their direct reports.
  3. On the Activation Status tab, select email templates for notifications when a goal status is changed to active, inactive, or on hold.
  4. On the Goal Comments tab, select email templates for notifications when an employee or manager adds, updates, or deletes a goal comment.
  5. On the Goal Activities tab, select email templates for notifications when an employee or manager associates or disassociates an activity from a goal.
  6. On the Goal Alignments tab, select the email templates for notifications when a manager or employee adds or delete a goal alignment.
  7. If applicable to your organization, on the Action Plan Emails tab, specify the notifications for action plans.
    Note: This tab is available only if the Enable Action Plans check box is selected on the Organization Configuration page.
    Employee
    Select the email templates for notifications when an employee submits or updates an action plan.
    Manager
    Select the email templates for notifications when a manager approves or rejects an action plan.
  8. Click Save.