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Sending a reminder for a review

Reminders go out automatically 1 day before a review’s deadline (to Reviewers who haven’t finished; to Leaders if reviews are still missing). You can also manually remind the leader, a single reviewer, or all pending reviewers from the Reviews page.

Who is this for?

  • Leaders/HR running performance reviews who need to nudge participants.

What this answers

  • When are reminders sent automatically?

  • How do I send manual reminders (leader / one reviewer / all pending)?

  • Who gets which reminder?

Reminders for a review

Reminders are automatically sent to Reviewers and Leaders, one day before the deadline of the Review. Reviewers receive a reminder if they have not yet completed their review;  Leaders receive a reminder if there are still missing reviews.

Sending reminders

When a review is still in progress and not all reviewers have completed the review, you can also send reminders manually. You can send a reminder to the leader, to one reviewer, or to all reviewers who have not completed the review.

Sending a reminder to a leader.

  1. Click on Performance in the menu on the left and select Reviews.

  2. Go to the Review that you want to remind about and click on the three dots to the right of it.

  3. In the menu, select Send reminder to leader.

  4. Click on Send.

Now an email will be sent to the Leader, informing them about the Review.

Sending a reminder to one reviewer

  1. Click on Performance in the menu on the left and select Reviews.

  2. Go to the Review that you want to remind about and click on it to see the list of Reviewers.

  3. Go to the Reviewer you want to remind, then click on the three dots to the right of them.

  4. In the menu, select Send reminder.

Now an email will be sent to the Reviewer, informing them about the Review.

Sending a reminder to all reviewers who have not completed the review.

  1. Click on Performance in the menu on the left and select Reviews.

  2. Go to the Review that you want to remind about and click on the three dots to the right of it.

  3. In the menu, select Remind all reviewers.

  4. Click on Send.

Now an email will be sent to all Reviewer who have not yet completed the review, informing them about the Review.