Email notifications for reviews

Subject email notifications

Email	Wording	Trigger
Review invitation	Email subject {Review Name} - Self-Reflection Email body Hi {FirstName}, Please complete a self-reflection to support your professional development. The link below will take you to the review. You can pause at any time and continue later. Please complete your review by: {due date, time} Thank you. Open {Review Name}	Subject launch date
Submitted responses	Email subject {Review Name} - Self-Reflection Email body Hi {FirstName}, Thank you for submitting your self-reflection. You can view your responses by clicking the link the below. View responses	Subject submits questionnaire
Review reminder	Email subject Reminder: {Review Name} - Self-Reflection Email body Hi {FirstName}, This is a reminder to complete your self-reflection. The link below will take you to the review. You can pause at any time and continue later. Please complete your self-reflection by: {due date}, {time} Thank you. Open {Review Name}	x days before due date
Review participation cancellation	Email subject {Review Name} - Self-Reflection Email body Hi {FirstName}, Please ignore previous emails requesting your self-reflection. This review has been cancelled or closed.	The following actions trigger this email if the subject hasn’t submitted their questionnaire: Assessment cancelled Review closed Assessment deleted Review deleted
Review reopened	Email subject {Review Name} - Self-Reflection Email body Hi {FirstName}, {User Full Name} ({User Email}) has reopened your review. You can use the link below to access the review. Thank you. Open {Review Name}	Assessment is reopened
Review results sharing	Email subject {Review Name} - Feedback Email body Hi {FirstName}, You can now access your review feedback by clicking the link below. Thank you. View feedback	Admin shares results Manager shares results Manager submits their questionnaire (if automatic sharing is enabled)
Review results acknowledgement	Email subject {Review Name} - Feedback Email body Hi {FirstName}, Please acknowledge if you’ve had a review discussion with your manager for this review. Thank you. Acknowledge	Same triggers as review results sharing if acknowledgement is required

Manager email notifications

Email	Manager	Trigger
Review invitation	Email subject {Review Name} - {Subject Full Name} Email body Hi {FirstName}, Please provide feedback for {Subject Full Name} to support their professional development. The link below will take you to the review. You can pause at any time and continue later. Please provide your feedback by: {due date, time} Thank you. Open {Review Name}	Manager launch date
Submitted responses	Email subject {Review Name} - {Subject Full Name} Email body Hi {FirstName}, Thank you for submitting your feedback for {Subject Full Name}. You can view your feedback by clicking the link the below. The administrator has allowed {Subject Full Name} to automatically see your feedback.* *This text only appears if sharing is automatic View feedback	Manager submits questionnaire
Review reminder	Email subject Reminder: {Review Name} - {Subject Full Name} Email body Hi {FirstName}, This is a reminder to provide feedback for {Subject Full Name}. The link below will take you to the review. You can pause at any time and continue later. Please provide your feedback by: {due date}, {time} Thank you. Open {Review Name}	x days before due date
Review participation cancellation	Email subject {Review Name} - {Subject Full Name} Email body Hi {FirstName}, Please ignore previous emails requesting your feedback for {Subject Full Name}. This review has been cancelled or closed.	The following actions trigger this email if the subject hasn’t submitted their questionnaire: Assessment cancelled Review closed Assessment deleted Review deleted Manager is removed from assessment
Review reopened	Email subject {Review Name} - {Subject Full Name} Email body Hi {FirstName}, {User Full Name} ({User Email}) has reopened your review. You can use the link below to access the review. Thank you. Open {Review Name}	Assessment is reopened
Review results discussion request	Email subject {Review Name} - {Subject Full Name} Email body Hi {FirstName}, Please schedule a time to discuss the review results with {Subject Full Name} to support their professional development. Please schedule the discussion by: {due date, time} Thank you. View results	Manager submits their questionnaire (if immediate manager sharing is enabled) Discussion launch date (if manager sharing based on a schedule is enabled)

How to customize emails sitewide

You can customize all of the emails listed above to suit your organization.

Click the gear icon on the top right of your screen.
Select General administration in the drop-down.
Click Communications under General in the side menu.
Click the email you want to customize.
Make your changes and click Save.

How to customize invitation emails on a specific review

You can override the sitewide emails and customize the invitation email on a specific review.

Click Reviews in the top nav.
Click Manage reviews in the drop-down.
Find the review in the table.
Click the 3-dot icon beside the review.
Select Edit setup in the drop-down.
Click Review in the sidebar.
Click Review and edit under Communications.
Click Edit email under the email you want to customize.
Make your changes and click Exit (edits are live-saved).