Email Templates to Introduce Performance to Your Company

If you do not have BambooHR® Performance Management and are interested in purchasing it, click here! Clicking this link will immediately send a request to our Expansion team.

Does BambooHR provide email templates for Performance?

Purpose: To help you seamlessly introduce BambooHR® Performance Management to executive leaders, staff, managers, and direct reports. We recommend sending these templates through the Company Announcements feature, your company email, or within Employee Community (Pro package only).


Use the following email templates to introduce BambooHR® Performance Management to your company. We recommend sending these out through the company announcements feature or through your company email.

You can find training materials referenced in the templates below and more information on how to start using Performance Management in the BambooHR® Performance Management Starter Kit


Change Sponsor to Executive Leaders

[Subject:] Making the Change to BambooHR Performance Management

Hello Executive Team!

We are ready to start implementing BambooHR Performance Management at [our company]. This is an exciting and major change that needs support from all angles to manage successfully. As an executive leader, your role in managing this change is to communicate to employees why we are making this change and how it will benefit them individually and our company as a whole. When employees see that you’re excited and ready to take on this change, they’ll begin to feel the same way!

I’m going to invite you to a meeting where I will train you on the Performance Management system and talk about upcoming steps. If you have any questions before this meeting, don’t hesitate to reach out. I hope you’re excited about this positive change and how it will help our employees and company grow!

Thank you,

[HR Admin]


Executive Leaders to All Staff

[Subject:] Improving Our Performance Management System

Dear [Company] Team,

We are making the change to BambooHR Performance Management! We’re excited for this new way to manage performance through assessments, feedback, and goals. On [date], we will have a meeting to give you an overview of BambooHR Performance Management and talk about how it will benefit you.

This change will help everyone grow individually and as a team, and we’re really excited to tell you all about it. See you soon!

Sincerely,

[Executive Team]


Change Sponsor to Managers

[Subject:] Live Training for New Performance Management System

Dear Management Team,

I’m hosting a live training session on [date and time] to teach you all about how to use assessments, feedback, and goals in BambooHR. This will help you prepare to train your team members on how to use the new performance system. 

If you have any questions before the training, please let me know. Thank you for being part of making this change successful!

Sincerely,

[Change Sponsor]


Managers to Direct Reports

[Subject:] Live Training — How the New Performance Management System Works

Hello Team!

It’s time to learn all about using BambooHR Performance Management! As you know, this is going to be an adjustment from our old way of handling performance, so I want to make sure you feel confident in using this new system and that you understand how it will be beneficial to you.

I scheduled some time on [date and time] for training on BambooHR Performance Management. Please come prepared with any questions that you have about the new performance management process or system. Let me know if you have any concerns about this change as well and I’ll be sure to listen to and address them. Thank you for helping to make this change to BambooHR Performance Management successful!

Sincerely,

[Manager]