Performance Document Task Alert Notifications

You can alert workers and managers before a task is due. You can set up one-time, or repeat notifications, for standard and critical alerts in the Process step when configuring the performance template.

If you set up the standard and critical alerts, notifications are sent for all performance documents created from the template. The notifications are sent when the task is available to begin. For example, the task must be the first in a created performance document, or the previous task must be completed.

Standard and Critical Alert Days

Enter the number of days before a performance document task is due to send standard or critical alerts to remind workers and managers of the deadline. The notification is sent once for each alert. You enter the number of days before the due date on the Process step of the performance template. Enter the due date for each task on the Document Periods step of the performance template.

You can enter either, or both, standard and critical alert days. The number of standard alert days must be greater than the number of the critical alert days as standard alerts are sent before critical alerts.

If you edit the task due dates for performance documents for specific workers using the Change Due Dates task, the settings in the template aren't affected. The notifications are sent the specified number of days before the task due date.

Repeat Standard and Critical Alerts

You can also select the options to send repeat standard and critical alerts until the task is completed.