KickUp Growth can email evaluators and staff members about activity in an evaluation instance and about steps coming due. This article covers the three types of notifications and who gets each one.
You can turn email notifications on or off for each evaluation instance. Ask your Client Success Manager for help with this setting.
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Activity notifications
When something happens on a step, like a form being completed, KickUp emails the staff member in the evaluation cycle and the evaluator assigned to that step.
If a step doesn't have an evaluator assigned yet, or an evaluator is unassigned, KickUp emails only the evaluators who are already assigned to at least one step for that staff member. Evaluators who are on the staff member's roster but haven't taken any of their steps don't get these emails.
These activities on a step trigger a notification:
The step's primary action is completed, like a form being submitted or a meeting marked complete
A signature is added
An artifact is added or removed
A comment is added or removed
KickUp batches notifications that happen close together into one email so inboxes don't fill up. Step updates, signatures, and completed forms are grouped over a 10-minute window, so when several happen around the same time, recipients get one email.
Each step also has an activity feed, like the one in Coaching and Walks, where evaluators and staff members can comment on the step. The feed also shows other step activity, like form completions.
Comment notifications
Comment notifications work a little differently. Only the other person in the conversation is notified, and nobody is notified about their own comment.
When this happens | Who's notified |
A staff member adds a comment | The assigned evaluator. If no evaluator is assigned to the step, every evaluator with that staff member on their roster. |
An evaluator adds a comment | The staff member. |
A comment is deleted | The person who would have been notified of the comment. The email says a comment was removed but doesn't include the original text. |
Reminder notifications
KickUp also reminds people about steps they need to complete. Only the person with pending activity on the step gets the reminder. That could be the staff member, the evaluator assigned to the step, or every evaluator with the staff member on their roster. For example, if a staff member needs to complete a form to select their goals, they get the reminder and their evaluator doesn't.
The email says what's pending: claiming or assigning the step, completing its primary action, or reviewing and signing it.
When it's sent | |
Reminder | One day before an incomplete step is due, and on the due date |
Overdue | One day and one week after an incomplete step's due date |
Score notifications
Staff members get an email when a new score on one of their evaluation instances is ready to review. This only happens when the score's sharing setting shares it with the staff member. If several scores are shared at the same time, KickUp sends them in one email.
