Defining email automation for appraisal forms

Administrators can configure the email notifications which are sent by email, displayed in the system, or both.
  1. Specify this information on the Email Automation tab of an appraisal form:
    Self: Available

    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.

    Self: Submitted For Review

    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

    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

    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

    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

    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

    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.

    Manager: Submitted To Upline Manager

    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.

    Manager: Revert Ready For Review To In Progress

    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

    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

    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

    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

    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

    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.

    External Rater: Available
    For external raters to receive an email notification when the External Rater Appraisal is created and placed in Draft status.
    Submitted For Review
    For recipients to receive an email notification when the External Rater Appraisal is submitted and reaches Submitted for Review status.
    Reassign

    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.

    Employee Acknowledgment
    Note: The Employee Acknowledgment section is available only when you enable the Require Employee Acknowledgment option for the appraisal.

    For an email notification to be sent to managers when employees acknowledge an appraisal, specify Automatic Email in the Email Rule column and select an email template.

    Enable Only Email When Employee Acknowledgment Comments Exist to send notifications only when employees provide comments during acknowledgment. When Require Comments is enabled in the Appraisal Approval and Acknowledgment section of the Rules tab, the toggle is not displayed.

    Managers receive an email based on the Email Automation configuration when employees acknowledge appraisals. If the email template uses the AppraisalOwnerAppraisalLink text variable, managers can select the hyperlink to open the appraisal directly in the application.

  2. To display a system notification, select the Notification check box for each of the fields.
  3. Click Save.