Workleap Performance sends notifications to keep everyone informed throughout a review cycle. They're triggered automatically by key events, like a cycle launching, a review being submitted, or a deadline approaching, so no one has to follow up on every step manually. Notifications are adjusted to the recipient's timezone and respect each member's communication preferences. This article covers every notification the product sends, when, and to whom.
Note: Members must have a confirmed email address to receive notifications.
Communication methods
Notifications can be delivered through different channels depending on your organization's settings and your personal preferences. The available methods are Email, Slack, and Microsoft Teams.
Your organization's admin sets the default method. You can override it under Preferences > Workleap > Communication method.
Review cycle launch
When an Executive or Collaborator launches a review cycle, the system notifies participants that it's active.
Employees are notified that their self-review is available (if the cycle includes self-reviews).
Managers are notified that the cycle has launched and they have reviews to complete, and to select peer or upward reviewers where those review types are enabled.
Review reminders
Workleap Performance sends automatic reminders so participants complete their reviews on time, based on the cycle's due dates. There are three:
Before the deadline — 3 business days before the due date.
On the deadline — on the due date.
After the deadline — 1 business day after the due date.
Each review type has its own schedule:
Review type | Reminder sent to |
Self-review | The employee being reviewed |
Manager review | The manager (or temporary manager) responsible |
Peer review | The peer reviewer |
Upward review | The upward reviewer |
Note: Reminders are only sent for reviews not yet submitted, and never for locked cycles. Business days exclude weekends.
When a review is overdue, the reviewee's manager also gets a summary in their Manager Daily Digest (below).
Submission confirmations
When a review is submitted, the person who submitted it gets a confirmation.
Self-review submitted — to the employee.
Manager review submitted — to the manager.
Peer review submitted — to the peer reviewer.
Upward review submitted — to the upward reviewer.
When a self, peer, or upward review is submitted, the reviewee's manager (and temporary manager, if any) also get a Manager Daily Digest update.
Review sharing
When a manager shares review results with an employee:
The employee is notified that a review has been shared with them.
The manager gets a confirmation that it was shared.
Peer and upward review notifications
Peer and upward reviewers are notified at key moments:
Review request — when someone is assigned to give a peer or upward review, telling them who they've been asked to review.
Review canceled — when an assignment is removed. If several are canceled at once, they're grouped into one notification.
Manager Daily Digest
Managers, and temporary managers, receive a daily summary of review activity for their team, delivered at 9 AM in their timezone. It includes:
Recently submitted self, peer, and upward reviews from their reports.
Overdue review reminders for their team.
Employees who were removed from the cycle.
In acknowledgement-required cycles, when one of their reports acknowledges their shared reviews.
Note: If 9 AM has passed or it's a weekend, the digest is deferred to the next business day. Multiple events for the same manager are grouped into one digest.
Nudge (manual reminders)
Executives, Collaborators, and Direct Managers can manually send reminders, called nudges, to prompt action. Nudges are available from the Performance overview and the cycle's management screens. Reporting managers nudge within their reporting line; Executives and Collaborators can nudge across the organization.
A nudge can prompt someone to:
Complete their self-review.
Complete their manager reviews.
Complete their peer reviews.
Complete their upward reviews.
Share review results with the employee.
In acknowledgement-required cycles, acknowledge their shared reviews.
The sender can add a custom message. The system tracks whether a review was submitted after a nudge, to measure how effective reminders are. In acknowledgement-required cycles, reviewees who have already acknowledged are excluded from acknowledgement nudges.
Participant lifecycle
When participants are added to or removed from a launched cycle:
Added — the employee is notified they've been added to an ongoing cycle (only if it includes self-reviews).
Removed — the employee is notified they've been removed.
Temporary manager notifications
When temporary managers are assigned during a cycle:
Scenario | Who is notified |
Temporary manager assigned for the first time | The new temporary manager |
Temporary manager replaced by another | The former manager (unassigned) and the new manager (reassigned) |
Temporary manager removed without replacement | The former manager |
Note: If several employees are assigned to the same temporary manager within a short window, the notifications are grouped into one message.
Lock review cycle reminder
About a week after a cycle's overall due date has passed, Executives and Collaborators with permission to lock the cycle get a reminder to lock it, so cycles are closed in a timely way. It's only sent if the cycle isn't locked yet.
Goal reminders
Goal owners get a weekly reminder (Fridays) to update progress on their published goals when an update is needed.
Note: Goal reminders are only sent for published goals, not drafts or archived goals.
Notification summary
Notification | Triggered by | Sent to |
Self-review available | Cycle launch | Employee |
Manager review available | Cycle launch | Manager |
Review reminders (self, manager, peer, upward) | Approaching or past due date | Reviewer |
Submission confirmation | Review submitted | Submitter |
Review shared | Manager shares review | Employee and manager |
Peer or upward review request | Reviewer assigned | Peer or upward reviewer |
Peer or upward review canceled | Nomination removed | Peer or upward reviewer |
Manager Daily Digest | Review activity on team | Manager and temporary manager |
Nudge | Executive, Collaborator, or manager sends a reminder | Participant |
Added to cycle | Participant sync | Participant |
Removed from cycle | Participant sync | Participant |
Temporary manager assigned or changed | Manager nomination | Affected managers |
Lock cycle reminder | About a week after due date | Executive / Collaborator |
Goal progress reminder | Weekly (Fridays) | Goal owner |