Automatic Performance Management Email Notifications in HRS
Overview
This document will provide an outline of what automatic email notifications are sent from HRS during different steps in the performance evaluation process, including what action triggers the notification and who receives the email.Process Considerations:
- Emails are sent to business email address (preferred) as identified in HRS.
Performance Evaluation Phase:
Action Taken:
Email Sent To:
Define Criteria
Employee selects Ready for Manager Review button
Manager
Define Criteria
Due Date reminders sent via batch process 7 days before Define Criteria due date, unless already approved
Employee and Manager
Checkpoint
Employee selects Share with Manager button
Manager
Checkpoint
Manager selects Share with Employee button
Employee
Checkpoint
Due Date reminders sent via batch process 7 days before Checkpoint due date, unless already completed
Employee and Manager
Finalize Criteria
Employee selects Share with Manager button
Manager
Finalize Criteria
Manager selects Share with Employee button
Employee
Finalize Criteria
Due Date reminders sent via batch process 7 days before Finalize Criteria due date, unless already completed
Employee and Manager
Nominate Participants
Manager selects Submit Nominations button
Nominee
Nominate Participants
Nominee selects Accept button
Manager
Nominate Participants
Nominee selects Decline button
Manager
Nominate Participants
Manager selects Cancel button
Nominee
Participant Evaluation
Participant selects Complete button
Manager
Participant Evaluation
Due Date reminders sent via batch process 30, 15 and 7 days before Participant Evaluation due date, unless already completed
Participant
Employee Self Evaluation
Employee selects Complete button
Manager
Employee Self Evaluation
Manager selects Reopen hyperlink/button to send completed Self Evaluation back to employee for rework
Employee
Employee Self Evaluation
Due Date reminders sent via batch process 30, 15 and 7 days before Employee Self Evaluation due date, unless already completed Employee
Manager Evaluation
Manager selects Share with Employee button
Employee
Manager Evaluation
Employee selects Acknowledge button
Manager
Manager Evaluation
Due Date reminders sent via batch process 30, 15 and 7 days before Manager Evaluation due date, unless already completed
Manager
Any
Manager submits delegation request to give ability to perform evaluations on behalf of the Manager
Manager and requested Proxy
Any
Proxy accepts or denies delegation request
Manager and requested Proxy
Any
Delegation end date has passed or delegation revoked
Proxy
Additional Resources
Related KBs:
- Automated Performance Management Processes in HRS
- Creating Individual Performance Management Documents in HRS
- Frequently Asked Questions Regarding Performance Management in HRS
- Managing Performance Management Documents (HR Admin) in HRS
- Performance Management Reporting in HRS
- Performance Management Queries in HRS
- HR Report List for HRS