Notifications in Performance
Employees, managers, admins, skip-level managers, additional reviewers, and delegate reviewers receive pending actions on the home page, in-app, and email notifications when the following events occur in the Performance module.
Employees
|
Events |
Pending actions |
In-app |
|
|
To submit your self-review |
✅ |
✅ |
✅ |
|
To submit the self-review before the due date (if admins enable the notification) |
- |
- |
✅ |
|
When admins share or lock the review template |
- |
✅ |
✅ |
|
When admins recall the review template |
- |
- |
✅ |
|
When your manager submits their review on your performance (if admins enable the manager review visibility) |
- |
- |
✅ |
|
When your manager's review is made visible to you |
- |
✅ |
✅ |
|
When admins roll back your review |
✅ |
- |
- |
|
When admins lock the review |
- |
✅ |
✅ |
|
To sign-off on your performance review |
✅ |
✅ |
✅ |
|
When admins resolve your sign request |
- |
✅ |
- |
|
To submit your post-review feedback |
✅ |
✅ |
✅ |
Managers
|
Events |
Pending actions |
In-app |
|
|
When a performance review template is assigned to an employee (if it is a parallel review) |
- |
- |
✅ |
|
When the direct reports submit their self-reviews |
✅ |
✅ |
✅ |
|
When the employee's 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 admins share the review template |
- |
✅ |
✅ |
|
When a performance review is unlocked for a direct report |
- |
- |
✅ |
|
When a performance review is delegated |
- |
- |
✅ |
|
When your manager submits their review for your direct report (if admins add your manager to the performance cycle) |
- |
✅ |
✅ |
|
When your manager approves your review on your direct reports (if admins add your manager to the performance cycle) |
- |
✅ |
✅ |
|
When admins roll back your review |
✅ |
✅ |
✅ |
|
When your sign-off is pending for your direct report’s (if admins enable sign-off) |
✅ |
✅ |
✅ |
|
When admins submit their review for your direct reports |
- |
✅ |
- |
|
When admins unlock your review for an employee |
- |
- |
✅ |
|
When you export the performance review report |
- |
- |
✅ |
Admins
|
Events |
Pending actions |
In-app |
|
Dashboard alerts |
|
When employees are added to the cycle |
- |
✅ |
✅ |
- |
|
When employees submit their self-review |
- |
- |
✅ |
- |
|
When the goals are 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 template is assigned but not shared |
- |
- |
✅ |
✅ |
Skip-level managers
|
Events |
Pending actions |
In-app |
|
|
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 admins roll back your review |
✅ |
✅ |
✅ |
|
When the performance review is unlocked |
✅ |
- |
✅ |
Additional reviewers
|
Events |
Pending actions |
In-app |
|
|
When admins add an additional reviewer to the performance review cycle |
✅ |
- |
✅ |
|
When admins roll back your review |
✅ |
✅ |
✅ |
|
When a performance review is unlocked |
✅ |
- |
- |
Delegate reviewers
|
Events |
Pending actions |
In-app |
|
|
When admins or managers delegate the reviews to you |
✅ |
✅ |
✅ |
|
When your sign-off action is pending |
- |
- |
✅ |
|
When admins roll back your review |
✅ |
- |
- |
|
When a performance review is unlocked |
✅ |
- |
- |