This article provides an overview of the Tasks and Notifications that Employees and Supervisors receive in Personio related to Performance and Development. Each Task and Notification is sorted based on the section of Performance and Development below.
Cycles and Reviews
See below for an overview of the notifications Employees and Supervisors receive about Cycles and Reviews in Personio.
Employee notifications
| Scenario | Trigger | Notification type | Example message |
| Prompt to complete self review | When a cycle is launched | Inbox notification | "It's time to reflect on your growth, complete your self review now!" |
| Reminder to complete self review | X days before due date | Inbox notification | "Don't forget, you have [number] days to complete your [review type]. The due date is [date]." |
| Prompt to complete upward review | When a cycle is launched | Inbox notification | "It's time to write an upward review for [employee name]!" |
| Reminder to complete upward review | X days before review due date | Inbox notification | "Don't forget, you have [number] days to complete your [review type] for [employee]. The due date is [date]." |
| Prompt to complete peer review | When nominated | Inbox notification | "Write a peer review for [employee name]." |
| Reminder to complete peer review | X days before review due date | Inbox notification | "Don't forget, you have [number] days to complete your [review type] for [employee]. The due date is [date]." |
| Manager review is shared with an employee | When a manager review is explicitly shared with a direct report | Inbox notification | "Your supervisor [supervisor name] shared your manager review. Go check it out! Go to the review [link]." |
| Peer review is shared with an employee | When a peer review is explicitly shared with an employee (reviewee) | Inbox notification | "[Employee name] shared a peer review about you. Go check it out! Go to the review [link]." |
|
Scheduled Performance meeting by supervisor or HR Manager |
When the meeting is scheduled | Inbox notification | "Your supervisor [supervisor name] scheduled a performance meeting with you. Go check the meeting details [link]." |
Supervisor notifications
| Scenario | Trigger | Notification type | Example message |
| Complete manager review | When a cycle is launched | Inbox notification | "It’s time to fill out a [review type] for [employee]! Your deadline is until [date]. Go to the review [link]." |
| Reminder to complete manager review | X days before review due date | Inbox notification | "Don’t forget, you have [number] days to complete your [review type] for [employee]. The due date is [date]. Go to the review [link]." |
| Self review submission | When an employee submits a self review | Inbox notification | "Your direct report [employee] shared their self review. Go check it out! Go to the review [link]." |
| Peer review submission | When peer review is submitted | Inbox notification | "[Employee name] shared a peer review about your direct report [employee]. Go check it out! Go to the review [link]." |
| Upward review submission | When upward review is submitted | Inbox notification | "[Employee A] shared an upward review about [Employee B]. Go check it out! Go to the review [link]." |
| Prompt to nominate Peer reviewers | When a cycle is launched | Inbox notification | "Time to assign [peer/upward] reviewers to your direct report [employee]. Go to the review [link]." |
| Share manager review (enabled to be shared) | HR Manager enables supervisors to share manager review with direct report | Inbox notification | "You can now share the manager review with your direct report [employee]. Go to the review [link]." |
| Prompt to schedule performance meeting | When a cycle is launched | Inbox notification | "You can now schedule a performance meeting with your direct report [employee]. Go to Cycles and schedule it [link]." |
Cycle owner notifications
| Scenario | Trigger | Notification type | Example message |
| Changes in the eligibility of cycle participants, and their reporting line | When such changes happen | Inbox notification | "Review changes for [number of] employees in [cycle name]." |
Continuous feedback
See below for an overview of the notifications Employees and Supervisors receive about Continuous feedback in Personio.
Employee notifications
| Scenario | Trigger | Notification type | Example message |
| Receipt of proactive feedback | When an employee receives continuous feedback proactively | Inbox notification | "You've received continuous feedback from [Employee name]! Go check it out! [Link]" |
| Request to provide feedback | When a request to provide continuous feedback is received | Inbox notification | "[Employee name] requested feedback from you! Time to fulfill your feedback request. [Link]" |
| Receipt of requested feedback | When the requested continuous feedback is received | Inbox notification | "You've received the feedback you requested from [Employee name]! Go check it out. [Link]" |
| Request from a Supervisor to provide feedback about an employee | When a Supervisor requests continuous feedback about one of their direct reports | Inbox notification | "[Supervisor name] requested feedback from you about [Employee X]! Time to fulfill your feedback request. [Link]" |
| Feedback requested about an employee is shared with them | Continuous feedback requested on an employee's behalf is shared with them |
Inbox notification | "You’ve received the feedback from [employee X]! See feedback." |
Supervisor notifications
| Scenario | Trigger | Notification type | Example message |
| Receipt of feedback about an employee |
When continuous feedback about an employee is shared with their supervisor |
Inbox notification | "[Employee name] has shared continuous feedback with you for [employee name]! Go check it out. [Link]" |
| Receipt of feedback requested on an employee's behalf |
When the continuous feedback requested about a direct report is received |
Inbox notification | "You've received the feedback you requested from [employee name] about [employee name]! Go check it out. [Link]" |
Training
See below for an overview of the notifications Employees receive about Training in Personio.
Employee notifications
| Scenario | Trigger | Notification type | Example message |
| Training session invitation | When a training organizer invites an employee to a training session | Inbox notification | “You were invited to the training session [session name][training name]. It will happen on the [day] at [time]. For more details, check your “My training” area [link]” |
| Training session cancellation | When a training organizer cancels a training session | Inbox notification | “Your training session [session name][training name] was canceled. Check with your Developer Coordinator to know more” |
| Training session re-invitation | When a training organizer (re-)sends an invitation to an employee, another time | Inbox notification | “You were invited to the training session [session name][training name]. It will happen on the [day] at [time]. For more details, check your “My training” area [link]” |
| Training session updated | When a training organizer updates a session's details (date, time, location, etc.) | Inbox notification | “Your training session [session name][training name] was updated. Go to your “My training” area [link] to have more details on the update” |
Goals
Employee notifications
| Scenario | Trigger | Notification type | Example message |
| The supervisor or HR manager created a goal about the employee | When a supervisor creates a goal about a direct report | Inbox notification | “[supervisor name] created a goal for you” |
| A goal assigned to the employee received a comment | When a supervisor add a comment to a goal | Inbox notification | "[supervisor name] commented on a goal assigned to you." |
| The supervisor updates the goal assigned to the employee | When a supervisor or HR manager updates de progress of the goal | Inbox notification | "Your goal progress was updated by [supervisor or HR manager name]" |