Performance Review Admins can use the Performance Review
Dashboard to send emails to employees and managers to remind them that a performance review
is due.
You can send review reminders manually at any time.
To have reminder emails sent automatically, use the portal setting
Unsubmitted Performance Review Reminder timing found under
. See Configure
Performance Review for details.
-
Select .
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To send an email reminder to all managers and
employees with unsubmitted performance reviews, select the Send Bulk
Reminder Email button at the top of the page.
A Send Reminder pop-up window opens, indicating the
number of employees and managers who will be notified that they have unsubmitted
reviews.
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To send an email reminder to individual employees
and their managers:
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In the list of employees on the Performance Review Dashboard, locate or
search for the employee whose review is due. To filter the list, you
can:
- Use the dropdowns at the top of the dashboard to filter by a date
range, template, or review status.
- Use the Search box to
search for an employee by name or number.
-
The dashboard refreshes to show employees
who match selected filters or search. Select a line in the grid to
expand that line and find a list of that employee's reviews.
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Find the applicable review in the list,
and select the Action button to the right of that line.
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From the Action button
dropdown, select Send
Reminder.
A Send Reminder pop-up
window opens, indicating the number of employees and managers who will
be notified about the selected review.
