Appraisals Workflow Notifications

This topic provides a summary of workflow notifications, organized by appraisal role, specific to standard or 360-degree appraisals. For notifications you generate, it identifies the action that generates the notification, who receives it, and how it affects your access to the appraisal. For notifications you receive, it identifies the message subject and any actions you need to take.

Main Appraiser

Notifications the Main Appraiser Generates

Action Notification Sent To Effect on Appraisal Access
Share With Appraisee and Transfer Appraisal Ownership Appraisee You continue to view all parts of the appraisal, but cannot update it until the appraisee shares the appraisal with you again.
Share With Appraisee and Retain Appraisal Ownership Appraisee You can continue to update all sections of the appraisal.
Change Main Appraiser New Main Appraiser If you change main appraiser after entering setup details but before completing other sections of the appraisal, you cease to be a participant in the appraisal and can neither view nor update it. If you change main appraiser after completing some sections of the appraisal, you remain listed as an appraiser, and any information you enter is retained. However, you can make no further changes to the appraisal. In either case, you can view the appraisal if your security profile gives you access to the appraisee.
Request Feedback Participants (Appraisers, Reviewers, Other Participants) Your access to the appraisal is unaffected.
Add Approvers and Recipients Approvers and Recipients You can view but not update the appraisal.

Notifications the Main Appraiser Receives

Notification Message Action
The appraisal of appraisee needs your attention as main appraiser. Review and update the appraisal.
You have been selected as main appraiser for the appraisal of appraisee. Continue the appraisal.
Participant has completed their appraisal of appraisee. Review the participant's contribution.
Appraisal for appraisee has been approved. No action required.
Appraisal for appraisee has been approved and is pending appraisee feedback. No action required.
Appraisee appraisee has provided feedback on appraisal. Review the appraisee feedback.

Appraisee

Note: The main appraiser determines the appraisee's view of an appraisal. For example, if the main appraiser shares competency comments and ratings with the appraisee, the appraisee can view those items. Otherwise, they are not visible to the appraisee.

Notifications the Appraisee Generates

Action Notification Sent To Effect on Appraisal Access
Share with Main Appraiser Main Appraiser You can access your view of the appraisal up to latest the sharing point. You cannot update the appraisal again until the main appraiser shares the appraisal with you and allows you to update it.

Notifications the Appraisee Receives

Notification Message Action
Your appraisal has been transferred to you. Review the appraisal, make any permitted updates, and share the appraisal with the main appraiser.
View latest details of your appraisal. Review the appraisal. You cannot update the appraisal and do not need to share the appraisal with the main appraiser.
Your appraisal has been completed. No action required.
Your appraisal has been completed. Please review and provide feedback Click Details on the Appraisals tab, review the appraisal, then click Share with Main Appraiser. Enter your comments in the Feedback field.

Appraiser

Notifications the Appraiser Generates

Action Notification Sent To Effect on Appraisal Access
Complete Main Appraiser Your access to the appraisal is frozen: you can see anything you could see before you entered your contribution and clicked Complete, but nothing entered after that point. You can make no further updates unless the main appraiser notifies you again.

Notifications the Appraiser Receives

Notification Message Action
The appraisal of appraisee needs your attention as appraiser. Update the appraisal to provide your input. Note that you can update the appraisal only while the main appraiser owns it. While the appraisee owns the appraisal, only other participants can update it.

Reviewer

Notifications the Reviewer Generates

Action Notification Sent To Effect on Appraisal Access
Complete Main Appraiser Your access to the appraisal is frozen: you can see anything you could see before you entered your contribution and clicked Complete, but nothing entered after that point. You can make no further updates unless the main appraiser notifies you again.

Notifications the Reviewer Receives

Notification Message Action
The appraisal of appraisee needs your attention as reviewer. Review the appraisal and enter your comments. Note that you can update the appraisal only while the main appraiser owns it. While the appraisee owns the appraisal, only other participants can update it.

Other Participant

Other participants are involved in 360-degree appraisals only.

Notifications the Other Participant Generates

Action Notification Sent To Effect on Appraisal Access
Complete Main Appraiser Your access to the appraisal is frozen: you can see the questionnaire you completed and the comments you entered, but can make no further updates unless the main appraiser notifies you again.

Notifications the Other Participant Receives

Notification Message Action
The appraisal of appraisee needs your attention as other participant. Complete the questionnaire and provide overall comments.