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 the notifications sent around review cycles: which ones, when, and to whom. Goals notifications are documented in the Goals collection.

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.

When an Executive or Collaborator launches a review cycle, the system notifies participants that it's active.

Workleap Performance sends automatic reminders so participants complete their reviews on time, based on the cycle's due dates. On hire-date cycles, each reminder targets the reviewees whose own due date for that review type falls in the window, since each person entering on their own date has their own due dates. There are three:

Each review type has its own schedule:

When a review is overdue, the reviewee's manager also gets a summary in their Manager Daily Digest (below).

When a review is submitted, the person who submitted it gets a confirmation.

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.

When a manager shares review results with an employee:

Peer and upward reviewers are notified at key moments:

Managers, and temporary managers, receive a daily summary of review activity for their team, delivered at 9 AM in their timezone. On hire-date cycles, the digest omits the shared due date (each reviewee has their own) and is also updated when scheduled intake adds a reviewee to their team. It includes:

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:

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.

When participants are added to or removed from a launched cycle:

When temporary managers are assigned during a cycle:

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. On hire-date cycles, the overall due date is the last entrant's due date.

When a cycle locks itself on its automated lock date, the cycle's creator, editors, and launcher are notified that it's locked. Locking a cycle manually doesn't send this notification. It's delivered at the next business hour in each recipient's timezone.