This dynamic section is intended to alert recipients that there is one or more performance review steps that are due. This dynamic section can be configured to display the details of each new performance review step that is due. If a user does not have any performance review steps that are due based on the section's reminder settings, then this section is not included in the email digest for the user.
This section is only available to organizations using performance reviews.
Send Reminder
This setting enables administrators to determine the threshold at which a review step that is due will be included in this email digest section. For example, if the email digest is configured to be sent weekly and the Performance Review Step Due section is configured to send a reminder two weeks before the step is due, then each week the system determines which review steps have a due date that is two weeks from the email digest period. Note: If the reminder is set to "0 days before," then the email digest will be sent on the day the step is due.
Because email digests can be sent at larger intervals (e.g., weekly or monthly), the email digest will likely not send the reminder exactly on the selected reminder date.
The reminder time units (i.e., days, weeks, or months) automatically match the frequency selection of the email digest (i.e., daily, weekly, or monthly). If the email digest is sent weekly, then the reminder setting is measured in weeks.
A Performance Review Step Due section will only send one reminder for a performance review step. For example, if the reminder is set for 3 weeks, then the section will send a reminder when the due date is three weeks away. In order to configure multiple reminders for the same performance review step, multiple instances of the Performance Review Step Due section should be added to the email digest with different reminder settings.
Section Send To Options
When configuring the Send To option for a Performance Review Step Due section, the following relation options are available:
- Reviewer - If this option is selected and the reviewer is also the reviewee, then this section is not included in the reviewer's email digest.
- Reviewee - If this option is selected, then this section is only included in the reviewee's email digest if the reviewee is also the reviewer.
- Reviewee's Direct Manager
- Reviewee's Indirect Manager
Section Specific Tags
When configuring the section body for a Performance Review Step Due section, the following tags are available:
- {RECIPIENT.FIRST.NAME} - This displays the first name of the user who is receiving the email.
- {RECIPIENT.LAST.NAME} - This displays the last name of the user who is receiving the email.
- {STEP.DUE.SUMMARY} - This displays a formatted summary of each performance review step that is due. Each summary contains the Review Step Display Title, Review Link, and Review Due Date. The Summary tag can be used in place of a custom list because it provides a summary of each review step. The Summary tag should only be included once within a section, and Summary tags cannot be used inside a custom list. The Summary tags uses the following format:
- <a href="{REVIEW.LINK}">{REVIEW.STEP.DISPLAY.TITLE}</a> | Due: {REVIEW.STEP.DUE.DATE}
- {LIST.BEGIN} - See the Repeater Tags section below.
- {LIST.END} - See the Repeater Tags section below.
- {REVIEW.LINK} - This displays a hyperlink that navigates the user to the Overview page of the performance review step.
- {REVIEW.STEP.DUE.DATE} - This displays the due date of the performance review step.
- {REVIEW.STEP.TITLE} - This displays the title of the performance review step.
- {REVIEW.TASK.TITLE} - This displays the title of the performance review task.
- {REVIEWEE.FIRST.NAME} - This displays the first name of the user who is being reviewed in the performance review step.
- {REVIEWEE.LAST.NAME} - This displays the last name of the user who is being reviewed in the performance review step.
- {REVIEWER.FIRST.NAME} - This displays the first name of the user who is required to complete the performance review step.
- {REVIEWER.LAST.NAME} - This displays the last name of the user who is required to complete the performance review step.
- {REVIEW.STEP.DISPLAY.TITLE} - This displays the title that appears for the step within Action Items.
Repeater Tags
Within a Performance Review Step Due section, the STEP.DUE.SUMMARY tag can be used to display a formatted summary of each performance review step that is due based on the section's reminder settings. However, if this tag is not used, administrators can use repeater tags to repeat information for each item in the email digest.
Because non-standard sections are designed to display a digest of information in a single section, repeater tags must be placed before and after all of the content that should be repeated for each item in the digest. For a section that displays all of the items assigned to a user, then the repeater tags should be placed before and after the content and tags that describe each individual assigned item, such as title and due date.
The following repeater tags should be placed before and after the content that should be repeated:
- {LIST.BEGIN} - This tag should be placed at the beginning of the content that should be repeated for each item.
- {LIST.END} - This tag should be placed at the end of the content that should be repeated for each item.
Sample Section Text
The following is an example of how a Performance Review Step Due section may be configured:
Hello {RECIPIENT.FIRST.NAME} {RECIPIENT.LAST.NAME},
You have the following performance review tasks coming due:
{STEP.DUE.SUMMARY}
Please log in and complete these review tasks at your earliest convenience.