Configuring email automation
- Select Administrator > Set Up > Performance > Organization Configuration.
- Select Email Automation.
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Specify this information:
- Self: Available
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For an email notification to be sent to employees when their self appraisal is available to them, specifyAutomatic Email in the Email Rule column. Specify the email template for the email notification.
- Self: Submitted For Review
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For an email notification to be sent to managers when employees submit a self appraisal, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Self: Revert Submitted For Review To In Progress
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For employees to receive an email notification when administrators revert a self appraisal with Submitted For Review status to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Self: Revert Historical To In Progress
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For employees to receive an email notification when managers or administrators revert a self appraisal to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Manager: Available
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For an email notification to be sent to managers when a manager appraisal is available to them, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Manager: Ready For Review
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For an email notification to be sent to employees when their manager reviews their appraisal, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- 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, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
If the Require Employee Acknowledgment and Require Upline Manager Approval check boxes are selected in the appraisal form's rules panel in the Appraisal Approval And Acknowledgment section, you must turn on the Notification switch.
- 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, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
If the Require Upline Manager Approval check box is selected in the appraisal form's rules panel in the Appraisal Approval And Acknowledgment section, you must turn on the Notification switch.
- Manager: Revert Ready For Review To In Progress
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For employees to receive an email notification when managers revert an appraisal with Ready For Review status to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Manager: Revert Historical To In Progress
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For managers to receive an email notification when administrators revert an appraisal to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- 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, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Other Rater: Submitted For Review
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For an email notification to be sent to employees when an other rater submits their appraisal, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Other Rater: Revert Submitted For Review To In Progress
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For employees to receive an email notification when administrators revert an appraisal with Submitted For Review status to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Other Rater: Revert Historical To In Progress
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For employees to receive an email notification when managers or administrators revert an appraisal to In Progress, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- Reassign
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For an email notification to be sent to managers and employees when an appraisal is reassigned, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.
- To display a system notification, turn the Notification switch on for each of the fields.
- To disable notifications, specify No Email in the Email Rule column and turn the Notification switch off for each of the fields.
- Click Save.