Reviews: Email Notifications 📧🆕



🎯 Objective

Email notifications are used to inform the various parties at each key stage of the review process.


🔔 Triggering notifications

📅 Review preparation

  • Invitation to prepare for a review

    ➜ The manager and employee receive an email notification.

  • Sharing the employee's preparation with the manager (optional)

    When creating the review, if the administrator allows the manager to view the employee's preparation:

    ➜ Once the employee has completed their preparation, the manager is notified by email.

📝 Review in progress

  • Review ready to be conducted (the manager and employee have completed their sections)

    ➜ The manager receives a notification.

  • Review conducted by the manager and employee

    ➜ The manager and employee receive a notification inviting them to read and sign the review.

💬 Review scheduling

  • Review scheduled by the manager

    ➜ The employee receives a notification.

✍ Signing and finalisation

  • Manager's signature

    ➜ The employee receives a notification to sign in turn.

  • Review completed – PDF available

    ➜ The administrator, manager and employee receive a notification confirming that the PDF is available.

⏰ Reminders

  • Reminder: review to be finalised before the end date

    ➜ The manager and employee receive a reminder notification by email.

đŸ‘„ Changing the manager

  • Changing the manager during the To prepare, To conduct or To sign phases

    ➜ The new manager is notified and invited to prepare for the review.

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