Defining appraisal email templates

You can define an email template for each condition to send notifications. Use Performance Management to set up notifications for these conditions: self-appraisal available, other rater appraisal available, manager appraisal available, and appraisal completed.

You can create an email template for appraisals that are due soon and overdue, and use it to send appraisal reminders.

  1. Select Administrator > Set Up > Performance > Appraisal Email Templates.
  2. Click New.
  3. On the Appraisal Email Template form, specify this information:
    Appraisal Email Template

    Provide a short description of the template.

    Description

    Provide a long description of the template.

    Active

    The email template is active by default. Clear the check box to deactivate it.

    Preferred Email Language

    Select the language to translate the email for the recipients. If you leave this field blank, the organization's base language is used.

    This field is available only if Dynamic Embedded translation (DET) is used.

    External Rater Locale
    If you select External Rater, the email notification is sent in English.
    To

    Right-click in the field, click Variables, and select the variable representing the email address of the recipient. For example, {ResourceEmail}.

    If you select External Rater Email as the Text Variable Replacement, you can send notification to the external rater's email address.

    CC, BCC

    For the email to be copied, specify the email address or right-click in the field, click Variables, and select the variable representing the email address.

    If you select External Rater Email as the Text Variable Replacement, you can send notification to the external rater's email address.

    From

    Specify the email address of the sender, or right-click in the field, click Variables, and select the variable representing the email address. The address is a generic system email address. For example, {ManagerEmail}.

    If you select External Rater Email as the Text Variable Replacement, you can send notification as the external rater.

    Subject

    Specify the subject of the notification. Right-click in the field and click Variables to see which variables are available on the subject line.

    If the email is for an external rater appraisal, the external rater’s name, first name, and full name are displayed in the Appraisal Owner Name, External Rater First Name, and External Rater Full Name fields in the email subject line, respectively.

    Body

    Specify the text of the notification. Click the {A} icon above the text box to see available variables for the text. For example, a due date.

    If the email is for an external rater appraisal, the external rater’s name, first name, and full name are displayed in the Appraisal Owner Name, External Rater First Name, and External Rater Full Name fields in the email subject line, respectively.

    The External Rater Appraisal Accept Link is displayed with the Appraisal_Feedback Link with the URL specific to the assigned external rater appraisal, allowing the external rater to access and provide feedback for the employee being evaluated.

  4. Click Save.