Email notifications to be sent during review cycle
Doing reviews at a company can feel like directing an orchestra—there are a lot of moving parts and people to manage. To take the burden off of review admins, we automatically inform review participants of important milestones and remind them when something is due. While most of our emails are automated, we do give people the option to nudge employees who need additional reminders. We allow admins to manage review reminder email in the review settings page. Below is an overview of emails sent during a Best-Self Review™ broken down by role: review admins, managers, and direct reports.
Emails sent to Review admins
Activation email
Best-Self Review needs to be set-up prior to creating the first review cycle. An admin would assign review admins and fine tune the process according to the company's needs. An email is automatically sent to all of the admins in the account notifying them of the activated feature.
Assigned as a review admin
When an admin assigns someone as a review admin, the person being assigned will receive an email to notify them of the change.
An email is automatically sent to all of the admins in the account notifying them of the activated feature. Send them our review admin Help Docs to help them get acquainted.
Review cycle has ended
A review cycle has ended email is sent on the day you specified as the cycle end date at 8:15 AM UTC (check this time). The email is sent automatically to all review participants and review admins. Once you are ready to close the review, make sure to lock the cycle and share results!
Emails sent to all participants and review admins
Review cycle kick-off email
A review cycle kick-off email is sent on the day you specified as the cycle start date at 8:23 AM in the company's specified time zone. The email is sent automatically to all review participants and review admins. You can edit the start date or any other due date even after the cycle starts.
Self review 7 day reminder email
A reminder email for completing a self review is triggered automatically 7 days before the self review due date. This email is sent to all participants completing a self review. Admins can opt-out all participants from this email in the review settings page.
Self review 3 day reminder email
A reminder email for completing a self review is triggered automatically 3 days before the self review due date. This email is sent to all participants completing a self review. Admins can opt-out all participants from this email in the review settings page.
Self review due today reminder email
A reminder email for completing a self review is triggered automatically on the self review due date. This email is sent to all participants completing a self review. Admins can opt-out all participants from this email in the review settings page.
Self review past due email
A past due email for completing a self review is triggered automatically one day after the self review due date. This email is sent to all participants completing a self review. Admins can opt-out all participants from this email in the review settings page.
Results shared email
A reminder email for completing a self review is triggered automatically on the self review due date. This email is sent to all participants completing a self review. Admins can opt-out all participants from this email in the review settings page.
Emails sent to managers
Self review is submitted
When a direct report submits a self review, an email is sent to the manager. Admins can opt-out all participating managers from this email in the review settings page.
Manager review 7 day reminder email
A reminder email for completing a manager review is triggered automatically 7 days before the manager review due date. This email is sent to all participating managers completing a manager review. Admins can opt-out all participants from this email in the review settings page.
Manager review 3 day reminder email
A reminder email for completing a manager review is triggered automatically 3 days before the manager review due date. This email is sent to all participating managers completing a manager review. Admins can opt-out all participants from this email in the review settings page.
Manager review due today email
A reminder email for completing a manager review is triggered automatically on the day the manager review due date. This email is sent to all participating managers completing a manager review. Admins can opt-out all participants from this email in the review settings page.
Manager review past due email
A reminder email for completing a manager review is triggered automatically one day after the manager review due date. This email is sent to all participating managers completing a manager review. Admins can opt-out all participants from this email in the review settings page.
Share results reminder email
After a manager completes the manager review, the next step is to schedule a meeting to discuss the results of the review. This reminder email to share the results of the review is sent 1 day after the manager review deadline. Admins can opt-out all participants from this email in the review settings page.
Share results due today email
When the cycle has ended Managers will receive a reminder to share and release results so both the Manager and Reporters will receive the Review Summary. Admins can opt-out all participants from this email in the review settings page.
Manual emails
Nudge to submit self review email
This is a reminder to complete your Self-review and is sent to note the deadline of the review.
Nudge to submit manager review email
This is a reminder to complete your Manager-review and is sent to note the deadline of the review.
Nudge to share results review email
This is a reminder to share review results with your direct reports so that they can see the Manager Review and receive the Review Summary.