A list of notifications for Performance Improvement Plans and when admins, managers and employees can expect to receive them.
Types of Notifications
Performance Improvement Plan sent for Review/Approval by a manager
Recipients:
If an admin has been added as a Collaborator, they will be notified.
If an admin has not been added as a Collaborator, all super admins will be notified.
Header: [Manager] submitted [Employee's name] improvement plan for review
Body: [Manager] submitted [Employee's name] improvement plan for review
Button: Review improvement plan
Admin Approves the Performance Improvement Plan
Recipients: The manager.
Header: [Employee's] improvement plan was reviewed
Body: [Employee's] improvement plan was marked as reviewed. You can now share the plan with [Jack].
Button: View improvement plan
Performance Improvement Plan Shared by the Manager/Admin
Recipients: Employees.
Header: [Manager] shared an improvement plan with you.
Body: [Manager] shared an improvement plan with you. Click the link below to view and acknowledge receiving the plan
Button: View improvement plan
Performance Improvement Plan acknowledged by the Employee
Recipients: Managers and collaborators.
Note: Admins will also be notified if collaborators have not been added.
Header: [Employee] acknowledged receiving the improvement plan
Body: [Employee] acknowledged receiving the improvement plan. Click below to view the plan.
Button: View improvement plan
Comments added
Recipients: All stakeholders except the author of the comment and the employee.
Header: [Name] commented on [Employee's] improvement plan
Body: [Name] commented on [Employee's] improvement plan.
Details of the comment included.
Button: View improvement plan
In-Review Plan updated
Recipients: Admins and collaborators
Header: [Manager] updated [Employee's] improvement plan
Body: [Manager] updated [Employee's] improvement plan
Button: Review improvement plan