Remind incomplete reviewers to finish their reviews
As an Admin, you can easily remind employees to finish their reviews. You'll have the option to remind all employees that haven't finished their reviews at once, or use the filtering options to remind reviewers based on Manager, Department, Individual, or Custom Attribute.
Remind All Incomplete Reviewers to Submit Reviews:
Please note: an "incomplete" reviewer is an employee who has not submitted all of their reviews yet.
Step 1: Navigate to the "Admin" page from the discovery navigation.
Step 2: Click on "Reviews" from the secondary navigation panel.
Step 3: Click into the review cycle in question and enter the Reviews step on the lefthand side within the cycle.
Step 4: Click on the "Reviewers" tab.
Step 5: To the left of the blue "End review cycle" button, click "Write Reminder" OR find the individual you'd like to remind and click "Remind..." next to their name.
Once you click Remind Incompletes, you'll have a couple of options:
- "Send me a preview"
- "Send reminder notification"
Want to use your own language? No problem--you can completely customize the email subject and body if you would like to.
Like our template? Great--feel free to click the "Send reminder" email button and we'll send our standard template and you don't have to change a thing.
This will send a notification to all employees who have not completed their reviews. We'll also let them know who they still have outstanding reviews for.
Remind Reviewers to Submit Reviews more Granularly:
In the "Progress" tab of a review cycle, Admins can filter by Manager, Individual, Department, or Custom Attribute. Once these filters are applied, Admins can choose to remind those subsets of users to complete their reviews (or users to complete their review on an individual basis).
Step 1: Navigate to the "Admin" page from the discovery navigation.
Step 2: Click on "Reviews" from the secondary navigation panel.
Step 3: Click into the review cycle in question and enter the Reviews step on the lefthand side within the cycle.
Step 4: Click on the "Progress" tab.
Step 5: Choose the filters you'd like to apply. You can filter by Manager, Individual, Department, and any Custom Attributes.
Step 6: Select "Write reminder". From here, you can choose to remind either all incomplete or in-progress reviews.
Step 7: Customize your reminder notification, and click the blue "Send Reminder" button when you're all done!
Note: Managers can also help remind incomplete reviewers. Reminding Incomplete Reviewers to Complete Reviews as Managers walks managers through that process.