If you are setting up a review cycle as the admin or cycle owner., or included in a review cycle as a participant (manager, peer, reviewee), you will receive a series of notifications described below.
As an admin, you can also control notifications in Leapsome in the notification settings directly from the notifications tab. Here, you can also see what Review notifications go out, and which ones can be modified.
Review notifications sent to each participant:
(Accessed under ‘Tasks’ on home tab)*
(Accessed under the bell icon on top of the page)**
Review kick-off*: All participants of the cycle will be notified as soon as the cycle starts.
Review Daily Digests*: Next to the cycle kick-off, notifications start being sent 2 days after kick-off whenever there is a new task for the participant. This is calculated based on the deadline settings. There are no notifications if there are no new tasks. Just a note that daily digests are not able to be re-triggered, however, the task reminders sent out can be.
Task Reminders*: As a default, unless edited specifically in the cycle notification settings, participants with open tasks (tasks opened for more than 3 days, and fewer than 75 days) will be notified on Tuesdays. There are no notifications if there are no open tasks. Notifications start being sent out at least 2 days after kick-off. Admins of the cycle can customize this frequency as well as change the day these reminders are sent out. They can also be re-triggered for the individual participant by navigating to 'Settings' > 'Company Settings' > 'Notifications' > Searching for the Notification Type.
Review notifications sent depending on platform status:
Review cycle owner (usually the admin): The following notifications are sent to the review cycle owners to let them know the change of status of their review cycles.
- Review: Peer nominations are in progress**
- Review: Peer approvals are in progress**
- Review: Peer assessments are in progress**
-
Review: Self-assessments are in progress**
- Review: Manager assessments are in progress**
- Review: Development talks are in progress**
Manager :
- Review: Nominate your peers*
- Review: Approve the peers for an employee (if enabled in the cycle settings, 'Managers approve/select the final peers for each participant')*
- Review: Write your peer assessment*
- Review: Write your self-assessment*
- Review: Write a manager assessment*
- Discuss and finalize the assessment*
- Reviews: Direct report completes the self-assessment (direct manager notification) - (sent to primary managers only)**
User:
- Review: Nominate your peers*
- Review: Write your peer assessment*
- Review: Write your self-assessment*
- Review: Write an assessment for your manager*
- Review: Discuss and finalize the assessment*
Other informative (=no action required) notifications:
- Review: A peer declined to give feedback**
- Review: You have received new (anonymous) feedback**
- Review: The manager shared the review**
Other notifications
If an employee shares their assessment with you, you will receive a notification.
- Review: (person who shared) shared an assessment with you
Manually triggering additional task reminders
Admins and the specific review cycle owner also have the ability to send additional task reminders if necessary. When in the review cycle dashboard, immediately in the Participants tab, there is a 'Extra reminders' button that can be utilized in instances where you'd like to nudge participants who have open tasks.
Once clicked, the platform will display the users to whom Leapsome will send notifications. This feature can also be utilized in conjunction with the 'Filter' button within the Participants section of the dashboard. If you filter for a specific set of participants, Leapsome will only send reminders to the people in which the filter is included if they have open tasks to be reminded of.
Please note: Review tasks disappear from the user’s home tab as soon as they have been accomplished or when the review cycle is closed.