Email reminders

Email reminders are one of the key features of Appraisd and help to deliver useful information to users without them needing to log in. The following email reminders are sent as standard:

  • Monthly reminder to staff with a list of objectives due that month. If none, no email is sent.
  • Pre- and post-appraisal date reminders are sent to the appraisee, manager and second sign-off (if using)
  • Weekly Sense Check email to Administrators
  • Weekly objectives update email to Objectives Administrator. Typically this is used to alert an L&D manager of all the Personal Development activities that have been added recently across the whole of your account.

 Other emails are sent in the following situations

  • A user's password is reset
  • If an objective is changed or added, Appraisd can be set to alert the appraisee or manager or both

Pre- and post-appraisal reminders

The schedule depends on what stage an appraisal is at and whether it's on the 3 or 4-stage workflow. Reminders begin 60 days prior to the appraisal due date and continue 60 days afterwards, unless the appraisal is complete.

As an example, the following table describes the reminders that are sent at Stage 1:

WhenSent to
60 day(s) before appraisal's due dateAppraisee, Manager
30 day(s) before appraisal's due dateAppraisee, Manager
21 day(s) before appraisal's due dateAppraisee, Manager
14 day(s) before appraisal's due dateAppraisee, Manager
7 day(s) before appraisal's due dateAppraisee, Manager
1 day(s) before appraisal's due dateAppraisee, Manager
1 day(s) after appraisal's due dateAppraisee, Manager
5 day(s) after appraisal's due dateAppraisee, Manager
10 day(s) after appraisal's due dateAppraisee, Manager
15 day(s) after appraisal's due dateAppraisee Manager
21 day(s) after appraisal's due dateAppraisee Manager
31 day(s) after appraisal's due dateAppraisee Manager
60 day(s) after appraisal's due dateAppraisee Manager

Please contact us if you'd like to know the exact days the other reminders are sent. 

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