Defining email automation for appraisal forms

For an email notification to be sent to employees when their self appraisal is available, specify Automatic Email in the Email Rule column. Specify the email template for the email notification.

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.

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.

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.

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.

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.

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 select the Notification check box.

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 select the Notification check box.

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.

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.

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.

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.

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.

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.

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.