Review timelines in performance review cycles are dates by which participants are asked to complete specific review tasks, like submitting self reviews, nominating peers, and finalizing review results. 15Five makes it easy to keep your review cycle on track by allowing you to "nudge"— send notification emails to— people who haven't completed a timeline action, directly from the cycle's Overview tab.
Access and availability
⛔️ Required access to Best-Self Review®.
👥 This article is relevant to Managers, Review admins, and Cycle collaborators.
📦 This feature is available in the Perform and Total Platform pricing packages.
Note
Review admins and cycle collaborators can send nudges to everyone in the company. Managers can send nudges to their direct reports who are review cycle participants.
Nudge people to complete a review timeline action
Follow the steps below to send nudges to people who haven't completed a review timeline action, either in bulk or one-off.
Tip
If you want to see which users haven't yet completed review actions, check out this article.
Follow the steps below to nudge all individuals who haven't completed a review timeline action in bulk.
- Click Reviews in the left-hand navigation bar.
- Click on the name of the cycle you want to send nudges for. If it's an in-progress cycle, it should appear under "Active review cycles."
- After clicking on the cycle name, you will automatically be taken to the 'Overview' tab for that review cycle.
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Scroll down to the "Progress tracker" section of the page and click Review timeline to expand. Here, you can see the progress of each timeline action in the review cycle.
Tip
By default, the Progress Tracker reflects the progress of everyone whose reviews you have permission to view. If you'd like to view progress for specific subsets of the organization, use the Participant filter, located under the "Your review to-dos" section of the Review's Overview page. Check out this article for more information about interacting with the Overview tab.
- Click ... to the right of the timeline action you want to nudge users to complete and select "Nudge" from the dropdown menu.
- In the popup window that appears, type an optional personal message to be included in the nudge email. When you're done, click Send nudge email.
- Nudges will immediately go out to all individuals who haven't completed the review timeline action.
There may be times you want to nudge a specific person to complete a review timeline action, rather than nudging everyone who hasn't completed the action in bulk. You can achieve this by following the steps below.
- Click Reviews in the left-hand navigation bar.
- Click on the name of the cycle you want to send nudges for. If it's an in-progress cycle, it should appear under "Active review cycles."
- After clicking on the cycle name, you will automatically be taken to the 'Overview' tab for that review cycle.
- Apply filters to find the person you want to nudge. Learn how.
- Click ... to the right of the participant or review writer you want to nudge to complete a timeline action and select your desired option from the dropdown menu.
- Once you select a nudge option, a popup will appear. Type an optional personal message to be included in the nudge email, then click Send nudge email.
- A nudge will immediately go out to the individual.
Frequently Asked Questions (FAQs)
Yes. Review timeline dates are "soft," meaning reviews can still be submitted and shared after the timeline date passes. Individuals who miss a deadline can still submit reviews up until the review cycle is locked.
The nudge emails that people receive will look something like this (with some adjusted language depending on the timeline action type and whether you included a custom message):
Subject: Nudge: remember to complete your manager review!
Yes. Your name will be included in the nudge email that people receive, like so:
To see a list of all people who haven't completed a timeline action, download the review cycle's "Participants progress tracker" report and refer to the "Unsubmitted [type] reviews" columns. All names listed in one of the unsubmitted review columns haven't yet submitted the respective review.