Due Date Notification Example

Here is an example of a due date notification schedule of an evaluation document. In this example, the system is configured to send all three types of email reminders for all evaluation steps using these values: 60 days, 30 days, and 5 days before due date. The column on the far right lists the calculated dates on which due date notifications are sent for each step based on step due dates and the setup of the feature.

Due Date Type or Evaluation Step	Step Due Date	Who To Notify	WHEN DUE DATE NOTIFICATIONS ARE SENT
Define criteria	April 1	Manager, employee, or both Note: Roles of recipients come from the document template.	January 31 (courtesy, 60 days before due date) March 2 (warning, 30 days before due date) March 27 (critical, 5 days before due date)
Nominate participants	May 1	Manager, employee, or both	March 2 April 1 April 26
Complete mid-period checkpoint	June 1	Manager or both	April 2 May 2 May 27
Finalize criteria	October 1	Manager, employee, or both	August 2 September 1 September 26
Employee completes self-evaluation	December 1	Employee	October 2 November 1 November 26
Participant completes peer review	December 5	Participant	October 6 November 5 November 30
Manager completes employee evaluation	December 31	Manager	November 1 December 1 December 26