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Performance invitation and reminder communications
Performance invitation and reminder communications

Guidance on the different invitation and reminder communications sent in Performance

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What Can I learn from this page?

Information on the different invitation and reminder communications sent in Performance

Who is this page for?

Performance Admins, HRBP

Overview

This article covers standard communications that Culture Amp Performance users can receive.

Email is the primary method for all communications. Specific communications are deliverable via Slack, depending on your account configuration.

What to expect?

The following screenshot provides an example of what to expect from e-mail communications coming from Culture Amp Performance:

Note:

  • Reminders are triggered at 3PM UTC. This has been determined as the best time to accommodate all customers that utilize our platform.

  • Performance based communications cannot be manually triggered from the platform. They are sent automatically according to the cadence set below.

  • Performance based communications cannot be customised.

  • Invites are sent in five minute increments, and may be sent in 'batches' versus all at once.

General:

Communication Topic

Recipient

When

Email

Slack

Admin CSV export completed

Requester

real-time

X

Password reset requested

Requester

real-time

X

Continuous Feedback:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

User is invited to provide feedback

Any user

real-time

User receives feedback

Any user

real-time

Feedback is commented on

Recipient /

Author

real-time

Recipient shares feedback with another user

Any user

real-time

X

X

Skills summary shared with another user

Any user

real-time

X

X

Weekly automated email to give feedback (optional)

Any user

weekly

X

X

X

Goals:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

Any user

daily

X

X

Added as a goal owner

Any user

daily

X

Self-Reflections:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

Cycle launch

Any user

real-time

Reminder to complete (7 day remaining)

Any user

7 days prior

Reminder to complete (1 day remaining)

Any user

1 day prior

Direct report submits self-reflection

Manager

real-time

Comment provided by manager or direct report

Manager / direct report

within 1 day

For All Users:

  • If employees are added to a Self-Reflection cycle after it starts, they'll still get the initial invite and reminders.

For SMB Customers:

For Enterprise and Mid-market Customers:

  • Hold on, the new workflow is coming your way.

  • Your current workflow remains unchanged for now; due date reminder calculation only includes weekdays.

Performance Reviews:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

Participants nominate peers

employees included in cycle

launch date + time scheduled in cycle

Manager select peer reviewers

Managers of employees in cycle

launch date + time scheduled in cycle

Reviewers to complete feedback requested of them

selected reviewers

launch date + time scheduled in cycle

Reminder for reviewers to complete feedback requested of them

selected reviewers

7 and 1 day prior to close date

Manager review direct reports

Managers of employees in cycle

launch date + time scheduled in cycle

Reminder for Manager to review direct reports

Managers of employees in cycle

7 and 1 day prior to close date

Reviewers have completed feedback requested of them

Managers of employees in cycle

batched email delivered following morning, real-time app notification

X

Review automated requests

Managers of employees in cycle

(cycle includes upward feedback and automatic requests)

Launch date and time of ‘Managers review requests step’

Collaborator has been added to a manager Review

Collaborators that are added to a Manager Review

Real-time notification

X

X

For Collaborators:

  • If a cycle is scheduled, and a collaborator is added, they'll still get real-time notifications.

For Manager Reviews:

  • Due date reminder calculation only counts weekdays.

For Peer & Upward Feedback:

  • Due date reminder calculation includes weekends (calendar days)

Manager-Requested Feedback:

Communication Topic

Recipient

When*

Email

Slack

Microsoft Teams

Invite to provide one or more peer or upward feedback

Any user

daily

Feedback has been submitted from one or more requests

Manager

daily

Direct report receives feedback shared by author

Any user

real-time

Reminder to provide outstanding feedback

Any user

weekly on Fridays

Feedback comment provided by author or manager

Manager / author

real-time

Calibrations:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

When a calibration view is shared

Any user

real-time

X

X

When a rating is changed on a direct reports review in a calibration cycle

Manager

real-time

X

X

Teams:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

Team member added to team

Any user

real-time

X

X

Shoutouts:

Communication Topic

Recipient

When

Email

Slack

Microsoft Teams

User has received a shoutout

Any user

real-time

X

X

Automated response to a shoutout

Any user

real-time

X

X

Any shoutout notifications can be viewed under Mentions & Reactions in Slack.


See also:

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