How notifications work
Workleap Performance sends notifications to keep everyone informed throughout the review cycle. Notifications are triggered automatically based on key events — like a cycle launching, a review being submitted, or a deadline approaching — so you don't have to manually follow up on every step.
Notifications are adjusted to the recipient's timezone.
Note
Notifications respect each member's communication preferences. 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 communication methods are:
Email
Slack
Microsoft Teams
Your organization's admin selects the default communication method for the company. You can override this default in your personal preferences under Preferences > Workleap > Communication method.
Note
If your organization uses Slack or Microsoft Teams as the default, you can still choose to receive notifications by email instead (and vice versa) from your personal preferences.
Review cycle launch
When an HR Admin (Executive or Collaborator role) launches a review cycle, the system sends notifications to let participants know the cycle is active and what's expected of them.
Employees receive a notification that their self-review is available (if the cycle includes self-reviews).
Managers receive a notification that the cycle has launched and they have reviews to complete (if the cycle includes manager reviews or peer reviews).
Review reminders
Workleap Performance sends automatic reminders to help participants complete their reviews on time. Reminders are sent based on due dates configured in the review cycle.
There are three types of reminders:
Before the deadline — Sent 3 business days before the due date
On the deadline — Sent on the due date itself
After the deadline — Sent 1 business day after the due date
Each review type has its own reminder schedule:
Review type | Reminder sent to |
Self-review | The employee being reviewed |
Manager review | The manager responsible for the review |
Peer review | The peer reviewer |
Note
Reminders are only sent for reviews that haven't been submitted yet. They are not sent for locked review cycles. Business days exclude weekends.
When a review is overdue, the employee's manager also receives a summary as part of their Manager Daily Digest (see below).
Submission confirmations
When a review is submitted, the person who submitted it receives a confirmation.
Self-review submitted — Confirmation sent to the employee
Manager review submitted — Confirmation sent to the manager
Peer review submitted — Confirmation sent to the peer reviewer
These are simple confirmations that the review was successfully recorded.
Review sharing
When a manager shares review results with an employee:
The employee receives a notification that a performance review has been shared with them.
The manager receives a confirmation that the review has been shared.
Peer review notifications
Peer reviewers receive notifications at key moments in the peer review process:
Peer review request — Sent when a peer reviewer is assigned to review someone. The notification tells them who they've been asked to review.
Peer review canceled — Sent when a peer review assignment is removed. If multiple assignments are canceled at once, they're grouped into a single notification.
Manager Daily Digest
Managers receive a daily summary of review activity for their team. The digest is delivered at 9 AM in the manager's timezone and includes:
Recently submitted reviews (self-reviews and peer reviews) from their direct reports
Overdue review reminders for their team
Employees who were removed from the review cycle
Note
If 9 AM has already passed or it falls on a weekend, the digest is deferred to the next business day. Multiple events for the same manager are grouped into a single digest.
The daily digest keeps managers informed without flooding them with individual notifications for every event.
Nudge (manual reminders)
HR Admins, Executives, and Managers can manually send reminders — called "nudges" — to prompt team members to take action. Nudges are available from the Performance Overview and review management screens.
A nudge can prompt someone to:
Complete their self-review
Complete their manager reviews
Complete their peer reviews
Share review results with the employee
The sender can add a custom message to the nudge. The system tracks whether a review was submitted after a nudge was sent, helping measure the effectiveness of reminders.
Participant lifecycle
When participants are added or removed from a review cycle after it has launched, the system notifies them:
Added to a cycle — The employee receives a notification that they've been added to an ongoing review cycle (only if the cycle includes self-reviews).
Removed from a cycle — The employee receives a notification that they've been removed from the review cycle.
Temporary manager notifications
When temporary managers are assigned during a review cycle, the system sends notifications to keep everyone aligned:
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 multiple employees are assigned to the same temporary manager within a short window, notifications are grouped into a single message.
Lock review cycle reminder
After a review cycle's overall due date has passed (approximately one week after), Executives and Collaborators who have permission to lock the cycle receive a reminder to lock it. This helps ensure cycles are closed in a timely manner once all reviews are expected to be in.
This reminder is only sent if the cycle hasn't been locked yet.
Goal reminders
Goal owners receive a weekly reminder (sent on Fridays) to update progress on their published goals when the system detects that an update is needed.
Note
Goal reminders are only sent for published goals — not for goals in draft or archived state.
Notification summary
Notification | Triggered by | Sent to |
Self-review available | Cycle launch | Employee |
Manager review available | Cycle launch | Manager |
Review reminders (self, manager, peer) | Approaching/past due date | Reviewer |
Submission confirmation | Review submitted | Submitter |
Review shared | Manager shares review | Employee and Manager |
Peer review request | Peer reviewer assigned | Peer reviewer |
Peer review canceled | Peer nomination removed | Peer reviewer |
Manager Daily Digest | Review activity on team | Manager |
Nudge | HR Admin, Executive, or Manager sends reminder | Participant |
Added to cycle | Participant sync | Participant |
Removed from cycle | Participant sync | Participant |
Temporary manager assigned/changed | Manager nomination | Affected managers |
Lock cycle reminder | ~1 week after due date | Executive / Collaborator |
Goal progress reminder | Weekly (Fridays) | Goal owner |
