As an admin, you can send a reminder to employees who have not submitted their reviews. You can remind all outstanding reviewers at once or use the filtering options to remind reviewers based on Manager, Department, Individual, or Custom Field.
Learn how to send reminders for each review cycle type below:
Note: Admins can only send reminders during an active review cycle. Once the cycle has ended, the reminder buttons will not be selectable.
Org chart reviews
Send reminders from the Progress page
In the Progress tab of a review cycle, Admins can filter by Manager, Individual, Department, or Custom Field. Once these filters are applied, Admins can choose to remind those subsets of users to complete their reviews or even select individual users to remind.
Navigate to Admin > Performance > Reviews.
Click into the review cycle in question.
Click Reviews, then the Progress tab
Choose the filters you'd like to apply.
Select Send reminders.
Select either:
Any incomplete
In progress
Not started
Customize your reminder notification, and click Send Reminder.
Managers can also send reminders for their direct reports.
Send reminders from the Reviewers page
Navigate to Admin > Performance > Reviews.
Click into the review cycle in question
Click on the Reviewers tab.
Click Send reminders.
Select either:
Any incomplete
In progress
Not started
Customize your reminder notification, and click Send Reminder.
Automated rule reviews
Send reminders for all review cycles in an Automated Rule:
Navigate to Admin > Performance > Reviews > Automated.
Select Send Reminders.
Choose from:
Any Incomplete
In progress
Not started
The Send reminder notification popup will appear — Customize the reminder notification.
Select Send Reminder.
Send reminders for individual reviews:
Navigate to Admin > Performance > Reviews > Automated.
Select the automated rule review.
Go to Reviews, select with the Progress, Reviewees or Reviewers tab.
Select Send reminders and choose one of the following:
Any incomplete
In progress only
Not started only
The Send reminder notification popup will appear — Customize the reminder notification.
Select Send Reminder.
Project Based Reviews
Send reminders for multiple project reviews
Navigate to Admin > Performance > Reviews > Project
Select the box to the left of the cycle name for all project cycles you would like to send reminders to.
Once you have selected the cycles, select Send reminders.
Select the option to send reminders to any incomplete reviews or any reviews that have not been started.
The Send reminder notification popup will appear — Customize the reminder notification.
Select Send Reminder.
Send reminders for individual project reviews
Navigate to Admin > Performance > Reviews > Project
Select the project based review cycle.
Go to Reviews, then select the Progress or Reviewers tab.
Select Send reminders and choose one of the following:
Any incomplete
In progress
Not started
The Send reminder notification popup will appear — Customize the reminder notification.
Select Send Reminder.