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HR - Performance Management Automatic Notifications

GENERAL DESCRIPTION:

This document will provide an outline of what automatic email notifications are sent from HRS during different steps in the performance evaluation process, including what action triggers the notification and who receives the email.

PROCESS CONSIDERATIONS:
  • Emails are sent to business email address (preferred) as identified in HRS.


PROCEDURE STEPS:

Performance Evaluation Phase:
 Action Taken:
 Email Sent To:
 Define Criteria
 Employee selects Ready for Manager Review button
 Manager
 Define Criteria  Due Date reminders sent via batch process 7 days before Define Criteria due date, unless already approved  Employee and Manager
 Checkpoint
 Employee selects Share with Manager button
 Manager
 Checkpoint
 Manager selects Share with Employee button
 Employee
 Checkpoint
 Due Date reminders sent via batch process 7 days before Checkpoint due date, unless already completed
 Employee and Manager
 Finalize Criteria
 Due Date reminders sent via batch process 7 days before Finalize Criteria due date, unless already completed
 Employee and Manager
 Nominate Participants
 Manager selects Submit Nominations button
 Nominee
 Nominate Participants
 Nominee selects Accept button
 Manager
 Nominate Participants
 Nominee selects Decline button
 Manager
 Nominate Participants
 Manager selects Cancel button
 Nominee
 Participant Evaluation
 Participant selects Complete button
 Manager
 Participant Evaluation
 Due Date reminders sent via batch process 30, 15 and 7 days before Participant Evaluation due date, unless already completed  Participant
 Employee Self Evaluation  Employee selects Complete button
 Manager
 Employee Self Evaluation  Manager selects Reopen hyperlink/button to send completed Self Evaluation back to employee for rework
 Employee
 Employee Self Evaluation  Due Date reminders sent via batch process 30, 15 and 7 days before Employee Self Evaluation due date, unless already completed Employee
 Manager Evaluation  Manager selects Share with Employee button
 Employee
 Manager Evaluation  Employee selects Acknowledge button
 Manager
 Manager Evaluation  Due Date reminders sent via batch process 30, 15 and 7 days before Manager Evaluation due date, unless already completed
 Manager
 Any  Manager submits delegation request to give ability to perform evaluations on behalf of the Manager
 Manager and requested Proxy
 Any  Proxy accepts or denies delegation request
 Manager and requested Proxy


ADDITIONAL RESOURCES

Related KBs:

Related Links:



    Keywords:   Doc ID:91499
    Owner:Tami E.Group:Human Resource System (HRS)
    Created:2019-05-02 15:25 CSTUpdated:2019-11-11 08:35 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0