Email Management


 

Performance Evaluation Workflow Email Events

Overview

The CivicHR Performance Management product has a series of automatic emails that it sends to alert users where they are at in the review process without logging in. These emails are listed below in send order. 

Supervisor Feedback Reminder E-Mail

  • When is it sent?: Before, on, and after the milestone
  • Recipient: Main supervisor and shared appraisers
  • From: performance@civicplushrms.com
  • Subject: Review Feedback Due {Feedback Milestone Date} for Employee: {Employee Name}
  • Email Body: The body of the email is controlled by the template

Review Due E-mail

  • When is it sent?: Before, on, and after a review becomes due
  • Recipient: Supervisor, shared appraiser and employee (if self-evaluations are on)
  • From: performance@civicplushrms.com
  • Subject: Review Due Today for Employee: {Employee Name}
  • Email Body: The body of the email is controlled by email template

Notify Employee of Ready to Evaluate Status

  • When is it sent?: When review status is updated from In Progress to Ready to Evaluate
  • Recipient: Employee
  • From: performance@civicplushrms.com 
  • Subject: Your Performance Review is now Ready to Evaluate
  • Email Body: The body of the email is controlled by email template

Notify Supervisor that a Shared Appraiser has Completed a Review

  • When is it sent?: After a shared appraiser or an employee finalizes their evaluation
  • Recipient: Main supervisor
  • From: noreply@civicplushrms.com
  • Subject: Employee Evaluation Complete
  • Email Body:
    • Shared appraiser {Manager Name} has completed their evaluation of employee {Employee Name}. To view this evaluation, please log in and navigate to your Performance Management system to view the results.

Route To Approver E-Mail

  • When is it sent?: After the review is evaluated and all required sections are rated and weighted
  • Recipient: Approvers for the review
  • From: performance@civicplushrms.com
  • Subject: Performance Review Routed to you by {Manager Name} for {Employee Name}
  • Email Body: The body of the email is controlled by the template

Review Rejected E-Mail

  • When is it sent?: When an approver rejects a review
  • Recipient: Main supervisor
  • From: performance@civicplushrms.com
  • Subject: Performance Review for {Employee Name} has been Rejected by {Approver Name}
  • Email Body: The body of the email is controlled by the template

Review Approved - Final Level E-Mail

  • When is it sent?: After all approvers in the workflow approve the review
    • Note: The main supervisor will not receive an email for each approval, only for the final approval.
  • Recipient: Main supervisor
  • From: performance@civicplushrms.com
  • Subject: Performance Review for {Employee Name} Approved by Final Level Approver {Supervisor Name}
  • Email Body: The body of the email is controlled by the template



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