Goal Tracking Email Notifications
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What are the email notifications for goal tracking?
Purpose: To show you examples of the different notifications associated with employees' goal tracking.
Email notifications from BambooHR come from [email protected].
Your Team's Progress
The manager will receive an email notification showing an overview of their direct reports' new goals at 7 AM (company timezone set in General Settings).
Goal Progress Reminder
The employee will receive this email notification once a month as a reminder to review their goals. They will receive the email notification on the first Monday of the month at 7 AM (company timezone set in General Settings).
Note: Email notifications are automated and will start going out to employees once you add Performance Management to your account, regardless of whether employees have access to BambooHR or not. This means if an administrator creates a goal for an employee, the employee will still receive an email notification regardless of their access settings.
Shared or Unshared Goal
When an individual shares a goal with another employee, the employee will immediately receive an email notification about the goal shared with them. The shared goal will appear in the Goals widget on Home and under the Goals section of the employee's Performance tab.
If an individual removes the employee from a shared goal, the employee will immediately receive an email notification letting them know that they no longer have access to the goal.
New Comments on Goal
When an individual adds a comment to an employee's goal, the employee will receive an email notification about the comment(s) at 6 PM (company timezone).
Goal Changes
The system currently sends out this email notification the employee at 6 PM (company timezone) only when an individual adds a new goal and completes or closes a goal for the employee.
Goal Due Soon
The employee will receive an email notification at 7 AM (company timezone)* reminding them of any upcoming goals that are due soon.
*They will receive the email notification at 90% of the duration between the last date of a due date change and the current set due date. For example, the due date set on Day 1 is Day 10, and the employee will receive the email notification on Day 9.
Goal Due Today
The employee will receive an email notification at 7 AM (company timezone) if they have any goals that are due on that day.
Completed Goal
Managers, individuals with shared access, and goal commentators will immediately receive an email notification once the employee completes the goal.
If an individual completes a goal on behalf of the employee, the employee will also receive an email notification about the goal completion.
Closed Goal
Managers, individuals with shared access, and goal commentators will immediately receive an email notification once the employee closes a goal (e.g., goal is no longer applicable or incomplete as of due date).
If an individual closes a goal on behalf of the employee, the employee will also receive an email notification about the goal closure.