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. We also send emails that are action-based, meaning when someone takes an action, the email is triggered. In this article, we'll walk through the various notifications that may be sent to participants and review writers throughout the course of a performance review cycle.
Note
We allow review admins to manage some review emails from the company notifications page. Emails that can not be disabled are indicated in this article.
- Kickoff emails
- Peer-specific notifications
- Review settings changed notifications
- Manage roles
- Review writer reminder notifications
- Calibration session notifications
- Sharing and finalizing reviews
- Reporting
Kickoff emails
The review cycle kickoff email contains general information for review cycle participants and review writers. The email a person receives depends on their role in the review cycle (either participant or non-participant who is responsible for writing a review).
Review Kickoff Email: Participants
- What: General email containing important review cycle details. Contains the custom kickoff email text for your organization, the review cycle timeline with due dates, and a link to take action to begin the cycle (either starting your self review or, if peer reviews are included, begin nominating peers).
- Who: All review cycle participants.
- When: 8:23 AM in the company's timezone on the day the review cycle starts.
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Can this notification be disabled? Yes, you can do so by unchecking the "Send Kickoff email" option during the last stage of creating a review cycle.
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Can this notification be customized? Yes. You can customize the beginning section of the email (before the milestones) by clicking Edit to the right of the "Send Kickoff email" option during the last stage of creating a review cycle.
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Example
Subject: Kicking off our 15Five Best-Self Review®!
Review Kickoff Email: Additional Managers
- What: General email containing important review cycle details. Also contains a link to begin your additional manager review.
- Who: Non-participants who are responsible for writing an additional manager review.
- When: 8:23 AM in the company's timezone on the day the review cycle starts.
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Can this notification be disabled? Yes— by unchecking the "Send Kickoff email" option during the last stage of creating a review cycle.
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Example
Subject: [Direct report] needs your feedback about their work
Review Kickoff Email: Managers
- What: General email containing important review cycle details. Also contains a link to begin your manager review.
- Who: Non-participants who are responsible for writing a manager review.
- When: 8:23am in the company's timezone on the day the review cycle starts.
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Can this notification be disabled? Yes— by unchecking the "Send Kickoff email" option during the last stage of creating a review cycle.
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Example
Subject: Your direct reports need your feedback about their work
Review Kickoff Email: Upward Reviewers
- What: General email containing important review cycle details. Also contains a link to begin your upward review.
- Who: Non-participants who are responsible for writing an upward review.
- When: 8:23am in the company's timezone on the day the review cycle starts.
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Can this notification be disabled? Yes— by unchecking the "Send Kickoff email" option during the last stage of creating a review cycle.
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Example
Subject: Your direct reports need your feedback about their work
Peer-specific notifications
The notifications below will only be sent out if peer reviews are included in your review cycle.
Nudge to nominate peers
- What: General email containing important review cycle details. Also contains a link to start nominating Peers.
- Who: Participant(s)
- When: When a manager or review admin selects "nudge" to remind participants
- Can this notification be disabled? No.
- Can this notification be customized? No.
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Example
Subject: Nudge: remember to nominate peers for your review!
Manager approved peers
- What: General email containing important review cycle details. Also contains a link to view Peers.
- Audience: Participant(s)
- When: Upon manager approval if approved before the "manager approve peers by" date or the day after "manager approve peers by" date selected if no action is taken by manager
- Can this notification be disabled? No
- Can this notification be customized? No
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Example
Subject: [Admin/Manager name] has approved peers for your review
Peer nominations due
- What: General email containing important review cycle details. Also contains a link to start nominating Peers.
- Who: Participant(s)
- When: When a peer has not nominated the minimum number of peers within 3 days of the peer nomination deadline. This email is also sent out the day peer nominations are due if enabled in company-wide notification settings.
- Can this notification be disabled? Yes — Account admins can disable this notification by unchecking the "Reminder to nominate peers for review, 3 days before nomination is due" option on the company notifications page.
- Can this notification be customized? No.
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Example
Subject: Your peer nominations are due soon
Peer nomination declined
- What: General email containing important review cycle details. Also contains a link to start nominating Peers.
- Who: Participant(s)
- When: When an already approved peer declines a peer nomination.
- Can this notification be disabled? No.
- Can this notification be customized? No.
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Example
Subject: [Name] has declined to review you
Review settings changed notifications
BSR enabled
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Audience: Account administrator(s)
Subject: 15Five Best-Self Review® has been activated!
Individual settings changed
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Audience: Participant(s)
Subject: Updates were made to your reviews
Participant removed from cycle
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Audience: Participant(s)
Subject: You were removed from the "Current Reviews Cycle" cycle
Cycle deleted
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Audience: Participant(s)
Subject: Cycle was deleted
Cycle ended
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Audience: Participant(s)
Subject: Bravo! Your review cycle has ended
Manage roles
Additional manager added
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Audience: Employee
Subject: You have a new additional manager! -
Audience: Manager of participant
Subject: New additional manager added for your direct report
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Audience: New additional manager
Subject: You were added as an additional manager!
Additional manager added (cycle-specific)
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Audience: Manager of the Participant
Subject: New additional manager for participant! -
Audience: New additional manager
Subject: You were added as an additional manager! -
Audience: Participant
Subject: You have new additional manager!
Cycle collaborator added/removed
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Audience: New cycle collaborator
Subject: You were added as a cycle collaborator to an active review cycle -
Audience: Review admins
Subject: New cycle collaborator added to review cycle -
Audience: Person removed as cycle collaborator
Subject: You were removed from cycle collaborators -
Audience: Review admins
Subject: Cycle collaborator removed from the review cycle
Review writer reminder notifications
Reminder to complete a review
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Audience: Review writers
Subject: You have reviews due in 3 days -
Audience: Review writers
Subject: You have reviews due today
Reviews are past-due
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Audience: Review writers
Subject: Your reviews are past due
Calibration session notifications
Contributor added to calibration session
Audience: Anyone added as a contributor to a calibration session
Subject: You’ve been invited to a calibration session
Subject: You’ve been invited to a calibration session
Tagged in a calibration comment
Audience: Person mentioned in a comment in a calibration session
Subject: You were mentioned
Subject: You were mentioned
Calibration session deleted
Audience: Calibration session contributor(s)
Subject: Calibration session deleted
Subject: Calibration session deleted
Calibration session ended
Audience: Calibration session contributor(s)
Subject: Calibration session ended
Subject: Calibration session ended
Calibrations due in 3 days
Audience: Calibration session contributor(s)
Subject: Calibration sessions due in 3 days
Subject: Calibration sessions due in 3 days
Sharing and finalizing reviews
Collaborator shared & finalized
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Audience: Manager(s)
Subject: [Manager] just shared and finalized all answers for [Direct Report] review for "[Cycle Name]" cycle with them. -
Audience: Manager(s)
Subject: [Manager] just shared all answers for [Direct Report] review for "[Cycle Name]" cycle with them.
Reporting
Report ready for download
Audience: Report requestor (if the report file is too large to generate immediately on request)
Subject: Your download is ready
Subject: Your download is ready