Send Reminders About Performance Reviews

Performance Review Admins can use the Performance Review Dashboard to send emails to employees and managers to remind them that a performance review is due.

You can send review reminders manually at any time. To have reminder emails sent automatically, use the portal setting Unsubmitted Performance Review Reminder timing found under Admin > Portal Settings > Email Configuration > Email Options. See Configure Performance Review for details.
  1. Select Employee Tools > Manage Performance Reviews.
  2. To send an email reminder to all managers and employees with unsubmitted performance reviews, select the Send Bulk Reminder Email button at the top of the page.
    A Send Reminder pop-up window opens, indicating the number of employees and managers who will be notified that they have unsubmitted reviews.
  3. To send an email reminder to individual employees and their managers:
    1. In the list of employees on the Performance Review Dashboard, locate or search for the employee whose review is due. To filter the list, you can:
      • Use the dropdowns at the top of the dashboard to filter by a date range, template, or review status.
      • Use the Search box to search for an employee by name or number.
    2. The dashboard refreshes to show employees who match selected filters or search. Select a line in the grid to expand that line and find a list of that employee's reviews.
    3. Find the applicable review in the list, and select the Action button to the right of that line.
    4. From the Action button dropdown, select Send Reminder.
      A Send Reminder pop-up window opens, indicating the number of employees and managers who will be notified about the selected review.