System texts
This table gives you an overview of the system texts predefined in the tool and their respective purpose.
If so required, system texts can be set or modified individually in the tool here: Your name -> customer account -> Email templates.
| Email template | For which type of feedback is this Mail relevant? | Purpose of Email |
| Instant Feedback | ||
| Badge received | Instant Feedback | Sent automatically when another user has given a new award to the recipient of the email. |
| Instant Feedback received | Instant Feedback | Sent automatically when another user has provided new instant feedback to the recipient of the email. |
| Instant Feedback request received | Instant Feedback | Sent automatically when another user asks the recipient of the email for instant feedback. |
| Users | ||
| Generate new password | FOR ALL FEEDBACK TYPES | Allows admins to send the user a new password. Settings can be found in the user profile. |
| Forgot password | FOR ALL FEEDBACK TYPES | Sent automatically if a user claims to have forgotten their password. |
| Account created | FOR ALL FEEDBACK TYPES | Sent automatically when a new account has been created and the user needs to be notified (the latter is a manual setting in the user profile or when importing organizational data). |
| Tasks | ||
| Task deleted | Performance Evaluation[XM1] [IP2] [IP3] [XM4] [XM5] [IP6] [XM7] ; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a task has been deleted by another user. |
| Task updated | Performance Evaluation; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a task has been updated by another user. |
| Task created | Performance Evaluation; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a task is created by another user. |
| Task reminder | Performance Evaluation; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a task is overdue. |
| Task removed | Performance Evaluation; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a task has been assigned to someone new by another user. |
| Subtask created | Performance Evaluation; Employee Survey; pulse; 360°, team & peer feedback | Sent automatically when a subtask was created by another user. |
| Surveys | ||
| Nomination notification (HR) | 360°° | Automatically sent to HR if another user (e.g., feedback creator or executive) has changed the nominations. |
| Nomination notification (Supervisor) | 360°° | Automatically sent to the executive if another user (e.g., feedback creator or executive) has changed the nominations. |
| Nomination notification (feedback target) | 360°° | Automatically sent to the feedback recipient if another user (e.g., creator of the feedback or executive) has changed the nominations. |
| Participation Codes for survey | FOR ALL FEEDBACK TYPES | Sent automatically if participants without an e-mail address (or with a dummy e-mail address) have been invited to a survey. The link gives the user access to the list of login codes for these participants. |
| Participant deleted | FOR ALL FEEDBACK TYPES | Sent automatically when the user is removed from a survey. |
| Participation reset | FOR ALL FEEDBACK TYPES | Sent automatically when an admin has reset the user’s participation (i.e., the replies). This is possible in the setting of a feedback under “Participants”. |
| Nomination reminder | 360°° | Automatically sent to the user if not enough participants have been nominated for the survey. |
| Response Rate Reminder | FOR ALL FEEDBACK TYPES | Will be sent on the selected date if a response rate reminder is stored in feedback. The deposit is possible in the template editor or when editing the current feedback. |
| Template cycle reminder | FOR ALL FEEDBACK TYPES | Reminder mail for the template cycle. Automatically sent to everyone who can start the feedback. (If you set the checkbox for the cycle, it is limited to the executives. Will always be sent, no matter what feedback exists at the time. |
| Goals | ||
| Goal commented | Performance Evaluation | Sent automatically when another user comments on a destination. |
| Goal updated | Performance Evaluation | Sent automatically when another user has updated a destination. |
| Goal rejected | Performance Evaluation | Sent automatically when another user has rejected a destination. |
| Goal reminder | Performance Evaluation | Sent automatically when a destination is overdue. |
| Performance Evaluation | ||
| Development task accepted | Performance Evaluation | Sent automatically when another user has accepted a development task. |
| Development task rejected | Performance Evaluation | Sent automatically if another user has rejected a development task. |
| Development Task Notification for HR | Performance Evaluation | Automatically sends to users with the HR role when a user’s development task is created or updated |
| Development task updated | Performance Evaluation | Sent automatically when another user has updated a development task. |
| Preparation phase: Employee finished | Performance Evaluation | Sent automatically when an employee has completed their self-assessment. |
| Preparation phase: Invite additional feedback givers | Performance Evaluation | Sent automatically if the user can nominate additional feedback providers. |
| Preparation phase: Completed without report | Performance Evaluation | Sent automatically when the preparation phase is completed without a report |
| Preparation phase: Report to manager | Performance Evaluation | Sent automatically when the preparation phase with report to the manager is completed |
| Preparation phase: Report updated with answers of additional feedback givers | Performance Evaluation | Sent automatically when an additional feedback provider has completed the participation |
| Preparation phase: Report to employee | Performance Evaluation | Sent automatically when the preparation phase with report to employee is completed |
| Preparation phase: Report to additional observer | Performance Evaluation | Sent automatically when the preparation phase with report to the additional feedback provider has been completed |
| Wrap-up phase: Review by employee | Performance Evaluation | Sent automatically when the manager has completed the follow-up phase and the documentation goes to the employee for review. |
| Wrap-up phase: Employee rejected | Performance Evaluation | Sent automatically if the employee has rejected the manager’s documentation. |
| Wrap-up: report (without employee) | Performance Evaluation | Automatically sent to the manager when the follow-up phase is complete. |
| Wrap-up: report (with employee) | Performance Evaluation | Automatically sent to managers and employees when the follow-up phase is complete. |
| Reports | ||
| Focus report not available | Employee Survey; Pulse | Automatically sent to the predefined recipients of the report of the corresponding organizational unit when the survey is completely completed, but no result report is available for this organizational unit due to the fall below the predefined report minimum. No report is sent. |
| Focus report inherited from parent unit | Employee Survey; Pulse | Automatically sent to the predefined recipients of the report of the corresponding organizational unit when the survey is completely completed, but no result report is available for this organizational unit due to the fall below the predefined report minimum. The report of the report of the higher department is sent. |
| Report notification to employees (created) | Employee Survey; Pulse | Automatically sent to the predefined recipients of the report of the corresponding organizational unit when the survey is completely completed, and a report can be generated (if the report minimum has been successfully exceeded). |
| Report notification to employees (not created) | Employee Survey; Pulse | Automatically sent to the employees of the corresponding organizational unit when the survey has been completed, but no results report is available for this organizational unit due to the fall below the predefined report minimum. No report is sent. |
| Evaluation limit for 360° report not reached | 360°° | Automatically sent to the predefined report recipients of the 360° feedback when the survey has been completed, but no result report is available for this organizational unit due to the fall below the predefined report minimum. No report is sent. |
| Report to HR | FOR ALL FEEDBACK TYPES | Automatically shipped to users with the HR role when the follow-up phase is complete. |
| Report to Report Recipient | Employee Survey; Pulse | Automatically sent to the predefined recipients of the report when the survey is fully completed and a report can be generated (when the report minimum has been reached). |
| Report to Team | Team & Peer Feedback | Automatically sent to the predefined recipients of the report when the survey is fully completed and a report can be generated (when the report minimum has been reached). |
| Report to supervisor | Employee Survey; Pulse | Automatically sent to the predefined senior manager(s) when the survey is fully completed and a report can be generated (when the report minimum has been reached). |
| Report to trainer | FEEDBACK FOR (HIGHER) EXECUTIVES | Automatically sent to the predefined trainer(s) when the survey is completely completed and a report can be generated (when the report minimum has been reached). |
| Other | ||
| Footer | FOR ALL FEEDBACK TYPES | Allows admins to edit the footer of all system mails |
| Header | FOR ALL FEEDBACK TYPES | Allows admins to edit the header of all system mails |