How to Customize Performance Review Email Triggers

You probably landed here because you understand how important employee growth is within your organization, and you want to ensure that performance review cycles run smoothly. We have some exciting updates for you – we're introducing new event triggers designed to keep everyone informed about review meetings and form submissions.

These event triggers cover three key areas: Review Meetings, Review meeting summary submissions, and the submission of Review forms when the process kicks off.

You can enable these triggers by going to the Global Settings, then under Integrations and Automation open Event Triggers. 

In this section, you'll discover a list of event triggers that you can activate. The specific ones we're discussing are:

1. Review Meeting has been Submitted

2. Review Meeting Summary to be Submitted

3. Submit Your Review Form

You have the flexibility to customize each of these triggers to align with your company's unique needs. Simply select the trigger you wish to configure, and a page for customization will open up. 

Let's go ahead and see how you can configure email Email Actions.

In the To section of the email, you get to decide who should receive it. You can choose the person responsible for filling out the review forms, the one who started the review process, or even specify certain people or departments. You can also decide whether to include or hide the CC/BCC in the email.

Next, you simply type in the email's Subject and write the email itself. While doing this, you can use special placeholders for things like the employee's name or ID number. This way, the emails will be personalized for each recipient. You can even create and save email templates for future use, making the process more efficient.

Please feel free to make any necessary adjustments to the email to include details about the review process, deadlines, or any other information you deem essential for reviewers to be aware of.

If you want to further filter the list of recipients of the email, you can add Conditional Criteria like Employment status, department, and locations.

If, for any reason, you determine that sending review form submission emails to specific reviewers is unnecessary or inappropriate for your organization's review process, you have the option to deactivate these emails. Disabling the emails entails that reviewers will not receive automated email requests for their feedback or involvement in the review process.

With these new event triggers and email actions, managing your performance review process has never been easier.