The employees, managers, HR/admins, skip-level managers, additional reviewers, and delegate reviewers receive notifications in Performance through pending actions on the home page, in-app, and by email.
Employees
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
To submit your self-review |
✅ |
✅ |
✅ |
To submit the self-review before the due date (if the HR/admins enable the notification) |
- |
- |
✅ |
When the HR/admins share the review template |
- |
✅ |
✅ |
When the HR/admins lock the review template |
- |
✅ |
✅ |
When the HR/admins recall the review template |
- |
- |
✅ |
When your manager submits their review on your Performance (if the HR/admins enable the manager review visibility) |
- |
- |
✅ |
When your manager's review is made visible to you |
- |
✅ |
✅ |
When the HR/admins roll back your review |
✅ |
- |
- |
When the HR/admins locks your self-review |
- |
✅ |
✅ |
To sign off your Performance review |
✅ |
✅ |
✅ |
When the HR/admins resolves your sign request |
- |
✅ |
- |
To submit your post-review feedback |
✅ |
✅ |
✅ |
Managers
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
When a Performance review template is assigned to an employee (if it is a parallel review) |
- |
- |
✅ |
When the direct reports submit their reviews |
✅ |
✅ |
✅ |
When the employee self-review end date is passed (if it is a sequential review) |
- |
- |
✅ |
When the employee submits their self-review (if it is a sequential review) |
- |
- |
✅ |
When the HR/admins share the review template |
- |
✅ |
✅ |
When performance review is unlocked for a direct report |
- |
- |
✅ |
When performance review is delegated |
- |
- |
✅ |
When your manager submits their review for your direct report (if the HR/admins add your manager to the Performance cycle) |
- |
✅ |
✅ |
When your manager approves your review on your direct report’s Performance (if the HR/admins add your manager to the Performance cycle) |
- |
✅ |
✅ |
When the HR/admins roll back your review |
✅ |
✅ |
✅ |
When your sign-off is pending for your direct report’s (if HR/admins enable sign off) |
✅ |
✅ |
✅ |
When the HR/admins submit their review for your direct reports |
- |
✅ |
- |
When the HR/admins unlock your review for an employee |
- |
- |
✅ |
When you export the Performance review PDF |
- |
- |
✅ |
When you export the Performance area report |
- |
- |
✅ |
HR/Admins
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
Dashboard Alerts in Performance |
When employees are added to the cycle |
- |
✅ |
✅ |
- |
When the goal(s) is added and managed in the review form |
- |
- |
✅ |
- |
When the manager submits review for their direct reports |
- |
✅ |
✅ |
- |
When the skip-level manager submits their review |
- |
✅ |
✅ |
- |
When you export the Performance review PDF |
- |
- |
✅ |
- |
When you export the Performance area report |
- |
- |
✅ |
- |
When the employees request a resolution |
- |
✅ |
✅ |
✅ |
When your sign-off is pending for the employees (if sign off enabled) |
✅ |
✅ |
✅ |
- |
When the template is not assigned to the employees |
- |
- |
✅ |
- |
When the template is not shared with the employees |
- |
- |
✅ |
- |
When the templates are assigned but not shared |
- |
- |
✅ |
✅ |
Skip-Level Managers
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
When you are added to the Performance review cycle |
✅ |
- |
- |
When the template is assigned |
✅ |
- |
- |
When the managers submit their reviews for their direct reports |
✅ |
✅ |
✅ |
When the HR/admins roll back your review |
✅ |
✅ |
✅ |
When the Performance review is unlocked |
✅ |
- |
✅ |
Additional Reviewers
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
When the HR/admins add an additional reviewer to the Performance review cycle |
✅ |
- |
✅ |
When the HR/admins roll back your review |
✅ |
✅ |
✅ |
When the Performance review is unlocked |
✅ |
- |
- |
Delegate Reviewers
Events |
Pending Actions on the Home Page |
In-app Notifications |
Email Notifications |
When the HR/admins or managers delegate the reviews to you |
✅ |
✅ |
✅ |
When your sign-off action is pending |
- |
- |
✅ |
When the HR/admins roll back your review |
✅ |
- |
- |
When the Performance review is unlocked |
✅ |
- |
- |