Send Performance Document Alert Notifications

You must run the Send Performance Document Alert Notifications scheduled process to send notifications for a task deadline.

You can run the process from Tools > Scheduled Processes > Schedule New Process.

It’s recommended that you set the process to send notifications daily. If you select the options to send both standard and critical alerts, workers and managers receive notifications according to the following schedule:

Standard alerts are sent according to the process job schedule, such as daily, or weekly, starting from the specified standard alert days before the task is due.
Critical alerts are sent starting from the specified critical alert days, adhering to the process job schedule until the task is completed.

For example, assume that you set the standard alert to be sent 14 days before a task is due, and the critical alert to be sent 7 days before the task due date. In addition, you set the process schedule to send notifications daily. If you enable the repeat alerts for both the standard and critical alerts, the standard alert is sent every day between 14 and 7 days before the task due date. Then, the critical alert is sent daily for the 7 days before the task due date and continues to until the task is completed. If you set only one or the other of the standard or critical alert days to repeat, the notifications are sent starting from the number of the days before the task is due until the task is completed, according to the process job schedule.

The notifications stop when the task is completed for the respective role, or the performance document is completed. For example, when the worker submits a completed a task, the worker no longer receives notifications. However, for tasks that aren’t completed, you must turn off the notifications to prevent them from continuing even after the task is due. To turn off the notifications, you must either:

Deselect the options in the performance template and save the template.
Turn off the scheduled process.