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 and admins with global Performance Improvement Plan permissions 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, admins and collaborators.
- 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