Overview

The evaluation module in KickUp sends email notifications to evaluators and staff members to inform them of activity that has occurred and any pending action items within an evaluation cycle.

Activity Notifications

Notifications that are caused by an activity taking place on a step are sent to the evaluator assigned to the step and the staff member of the evaluation cycle. If no evaluator is assigned to the step, the email will be sent to all evaluators who have the staff member on their roster.

The system will batch notifications triggered within a short period of time into a single larger email to keep from cluttering inboxes.

The following types of activity on a step will be reported in an email notification:

  • The completion of the primary action of a step (e.g. a form was submitted or a meeting was marked as completed)
  • The addition of a signature
  • The addition or removal of an artifact

Reminder Notifications

The system will also send emails to users to remind them of steps they need to complete. These notifications are sent to whoever has a pending action item, which could be the staff member, the evaluator assigned to the step, or all evaluators who have the staff member on their roster. Only the person who needs to resolve the action item will receive an email. For example, if a staff member needs to complete a form to select their goals, they will receive reminder notifications about this, but their evaluator will not.

The contents of the email will indicate the next required action item, which could be to claim or assign the step, to complete the primary action of the step, or to review and sign the step.

Reminder emails will be sent one day before and on the day that an incomplete step is due. Overdue emails will be sent for incomplete steps both one day and one week after the step is due.

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