In this article, we’ll detail all the notifications sent in Perform, including their subject lines, content, and triggers. This will help you control which updates team members and managers receive, so everyone can stay on top of performance activities.
We’ll cover:
- How to turn individual notifications on and off
- Notifications you can toggle on/off in Perform
- Notifications sent when review reminders are switched on
How to turn individual notifications on and off
Perform Administrators can toggle on/off individual notifications sent when team members and Managers interact with Objectives, reviews, Feedback, and Development activities. Follow the steps below to see how:
- Browse to Settings:
- Select Notifications:
- Toggle the notifications on or off as required. See below for detail of the individual notifications
Notifications you can toggle on/off in Perform
In this section, we'll detail the individual templates that can be toggled on/off in Perform settings, along with the trigger, subject line, and content. Follow the links below:
- Notifications for Reviews
- Notifications for Objectives and Weighted objectives
- Notifications for Development activities
- Notifications for Feedback
Notifications for Reviews
Assigned new review
| Trigger | Notify team member when assigned a new review |
| Subject | [employeeName] has created a review in Perform |
| Content | [employeeName] has created a new review |
Responses shared
| Trigger | Notify the other party when manager/team member responses are shared |
| Subject | details coming soon |
| Content | details coming soon |
Signed off review
| Trigger | Notify the other party when a review is signed off by the manager/team member |
| Subject | [employeeName] has signed off a review in Perform |
| Content | [employeeName] has signed off a review |
Delegated review
| Trigger | Notify both the old and new reviewers that a review has been delegated |
| Subject | [ReviewDisplayName] for [RevieweeFullName] has been delegated to [NewReviewerFullName] |
| Content |
The reviewer on "[ReviewDisplayName]" for [RevieweeFullName] has been changed to [NewReviewerFullName] by [employeeName]. This review is due to be completed on [ReviewDueDate] |
Comment added
| Trigger | Notify the other party when a new comment is added to a review by the manager/team member |
| Subject | [employeeName] has added a comment in Perform |
| Content | [employeeName] has commented on an review. |
Notifications for Objectives and Weighted objectives
- Shared objective
- Progress changed
- Title changed
- Description changed
- Due date changed
- Comment added
- Weight changed
Shared objective
| Trigger | Notify the other party when an objective is created by a manager/team member. |
| Subject | [employeeName] has created a new objective in Perform |
| Content | [employeeName] has created a new objective |
| Notes | If the team member creates a 'private' objective, the notification will be sent when it is 'shared' |
Progress changed
| Trigger | Notify the other party when an objective progress slider is moved by the manager/team member |
| Subject | [employeeName] has changed the status of an objective in Perform |
| Content | [employeeName] has changed the status of an objective to [objectiveProgress]% completed.**[Button: See objective]** |
Title changed
| Trigger | Notify the other party when an objective title is changed by the manager/team member |
| Subject | [employeeName] has changed the title of an objective |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the title of "[ObjectiveTitleOld]" to "[ObjectiveTitle]". |
Description changed
| Trigger | Notify the other party when an objective description is changed by the manager/team member |
| Subject | [employeeName] has changed the description of an objective |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the description for objective "[ObjectiveTitle]" |
Due date changed
| Trigger | Notify the other party when an objective due date is changed by a manager/team member |
| Subject | [employeeName] has changed the due date of an objective |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the due date for "[ObjectiveTitle]" from "[ObjectiveDueOnOld]" to "[ObjectiveDueOn]" |
Comment added
| Trigger | Notify the other party when a new comment is added to an objective by the manager/team member |
| Subject | [employeeName] has added a comment in Perform |
| Content | [employeeName] has commented on an objective. |
Weight changed
| Trigger | Notify the other party when the weight of an objective is changed by the manager/team member |
| Subject | Update to the objective: [ObjectiveTitle] |
| Content (team member) |
The weight of the objective "[ObjectiveTitle]" has changed. New weight: "[ObjectiveWeight]". Please review your objectives to ensure you're aware of the change and understand its impact on your overall performance goals. |
| Content (Manager) |
The weight of the objective "[ObjectiveTitle]" has changed. New weight: "[ObjectiveWeight]". Please review the objectives to ensure you're aware of the change and understand how it impacts the team member's overall performance goals |
Notifications for Development activities
- Created development activity
- Progress changed
- Title changed
- Description changed
- Due date changed
- Comment added
Created development activity
| Trigger | Notify the other party when a development activity is created by the manager/team member |
| Subject (team member) | You have a new development activity in Perform |
| Subject (Manager) | [employeeFirstName] has created a new development activity in Perform |
| Content (team member) | You have a new development activity in Perform |
| Content (manager) | [employeeFirstName] has created a new development activity in Perform. |
Progress changed
| Trigger | Notify the other party when a development activity progress slider is moved by the manager/team member |
| Subject | [employeeName] has changed the status of an activity in Perform |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the status of an activity to [Progress]% completed. |
Title changed
| Trigger | Notify the other party when a development activity title is changed by the manager/team member |
| Subject | [employeeName] has changed the title of a development activity |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the title of "[OldTitle]" to "[DevelopmentActivityTitle]". |
Description changed
| Trigger | Notify the other party when a development activity description is changed by the manager/team member |
| Subject | [employeeName] has changed the description of a development activity |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the description for development activity "[DevelopmentActivityTitle]" |
Due date changed
| Trigger | Notify the other party when a development activity due date is changed by the manager/team member |
| Subject | [employeeName] has changed the due date of a development activity |
| Content |
Hi [ReceiverFirstName], Just to let you know, [employeeName] has changed the due date for development activity "[DevelopmentActivityTitle]" from "[OldDueDate]" to "[DueDate]" |
Comment added
| Trigger | Notify the other party when a new comment is added to a Development activity by the manager/team member |
| Subject | [employeeName] has added a comment in Perform |
| Content | [employeeName] has commented on a Development activity. |
Notifications for Feedback
Request for feedback
| Trigger | Notify a User when feedback has been requested |
| Subject | Please give feedback on [employeeName] |
| Content |
On [employeeName] "[FeedbackRequestText]" |
| Notes | Note that it is not possible to toggle this notification on/off |
Feedback received
| Trigger | Notify when feedback has been received |
| Subject | You have received feedback from [employeeName] |
| Content | [employeeName] has given you feedback |
Notify a manager of feedback received
| Trigger | Notify the manager when a direct report has received feedback |
| Subject | [SubjectFullName] has received feedback from [employeeName] |
| Content | [employeeName] has given [SubjectFullName] feedback |
Notifications sent when review reminders are switched on
Within creating a review template, it is possible to configure review reminder notifications. Notifications will be sent to both the reviewer and the reviewee:
- 28 and 3 days before the due date
- 1 day after the due date
- Every 7 days after the due date, for 3 months or until both the reviewer and the reviewee have signed it off.
When review reminders are configured, the following notifications will be sent:
Review due (reviewee)
| Subject | You have a review due soon |
| Content |
Hi [ReceiverFirstName], Your review **[ReviewDisplayName]** is due to be completed and signed-off before [ReviewDueDate]. If you haven't done so already, please make sure that you book in some time with your reviewer to complete your review. If you have already completed your review, please make sure that both you and your reviewer have signed it off |
Review overdue (reviewee)
| Subject | You have an overdue review |
| Content |
Hi [ReceiverFirstName], Your review "[ReviewDisplayName]" was due to be completed and signed-off before [ReviewDueDate]. This review is now overdue. Please ensure that you complete your review and both yourself and your reviewer have signed it off, as soon as possible. |
Review due (reviewer)
| Subject | [employeeName] has a review due soon |
| Content |
Hi [ReceiverFirstName], [employeeName] has a review **[ReviewDisplayName]** that is due to be completed and signed-off before [ReviewDueDate]. If you haven't done so already, please arrange a session with [employeeFirstName] to complete their review. If you have already completed the review, please make sure that you have both signed it off. |
Review overdue (reviewer)
| Subject | You have an overdue review |
| Content |
Hi [ReceiverFirstName], [employeeName] has a review "[ReviewDisplayName]" that was due to be completed and signed-off before [ReviewDueDate]. This review is now overdue. Please ensure that the review is completed and both yourself and [employeeFirstName] have signed it off, as soon as possible |