{"id":10102,"date":"2018-09-05T12:34:33","date_gmt":"2018-09-05T07:04:33","guid":{"rendered":"http:\/\/grosum.com\/blog\/?p=102"},"modified":"2022-02-04T19:41:49","modified_gmt":"2022-02-04T14:11:49","slug":"email-templates","status":"publish","type":"post","link":"https:\/\/grosum.com\/blog\/email-templates\/","title":{"rendered":"15 Email Templates for Performance Management Process [2019 Update]"},"content":{"rendered":"

Performance Management<\/a>\u00a0perhaps might be the most process-oriented activity among all Human Resources function. An important characteristic of an effective performance management process is clear and concise communication.<\/p>\n

Automated Performance Management Systems<\/a> automate the workflow. To help you further, here are 15 Email templates<\/strong> for all the steps involved in the Performance Management process.<\/p>\n

While the HR team sets up the process for the entire organization, every employee should receive these emails.<\/p>\n

#1 \u00a0Email Account activation | Invitation mail to PMS<\/h3>\n

Email to every employee about their account activation.<\/p>\n

Subject Line: Welcome to <<Performance Management System>><\/p>\n

Hi <<first_name>>,
\nCongrats, your <<performance management system>> account is now ready. You see your objectives, give\/get feedback, record your development plans and see your alignment with company goals and vision.<\/p>\n

We encourage you to use the system on a regular basis which will help you perform better and have better interaction with your manager.<\/p>\n

Your Account Details:
\n<<PM System name>><\/p>\n

<<Employee Name>>
\n<<Employee_Email Id>><\/p>\n

System Access
\nURL: <<system access links>>
\nUser Name: <<provide username>><\/p>\n

Click the URL below to activate your account
\n<<give link to activation>><\/a><\/p>\n

Best Regards,
\nTeam HR\u00a0\ud83d\ude42<\/p>\n

#2 \u00a0Email to a manager for assignment of reviewee<\/h3>\n

Email to Reviewer (Manager) about the number of reviewees they have and providing coaching to.<\/p>\n

Subject Line: You have been assigned N Reviewers for <<Review_Cycle>><\/p>\n

Hi <<manager_name>>,<\/p>\n

You have been assigned as Reviewer to\u00a02\u00a0employee(s) for\u00a0Review 16 – Q1\u00a0[Name of the Review and Cycle]. As part of the process, you will have to set objectives for your reviewees in the near future.<\/p>\n

We encourage you to give constant feedback using Instant Feedback mechanism and send feedback emails to demo.feedback@grosum.com.
\nHow to Access
\nURL :\u00a0<<access_name>>
\nUser Name :\u00a0<<user_name>><\/p>\n

Best Regards,
\nTeam HR\u00a0\ud83d\ude42<\/p>\n

#3 \u00a0Alert for Setting Objectives for the next quarter\/month<\/h3>\n

Asks the Reviewer to set Goals\/Expectations for the next month\/quarter\/half-year cycle.<\/p>\n

Subject Line:\u00a0 Set Performance Measures<\/p>\n

Hi <<manager_name>>,<\/p>\n

You have a new task:\u00a0Set Reviewee’s Measures<\/p>\n

What do YOU have to do?<\/p>\n

For\u00a0Review 18-Q1, you have to set Reviewee’s measures for the review period for 2 Reviewees.
\nYou have to complete this task by\u00a001 June 2018<\/p>\n

How to Access
\nURL :\u00a0<<link_access>>
\nUser Name :\u00a0<<user_name>><\/p>\n

Where to find Goal Setting
\n1. Click on\u00a0Review 18-Q1
\n2. Go to My Tasks
\n3. Click on\u00a0Set Reviewee’s Measures<\/p>\n

Best Regards,
\nTeam HR\u00a0\ud83d\ude42<\/p>\n

#4 \u00a0Alert for Employee to check their objectives<\/h3>\n

Inform Reviewee that objectives for the next review cycle have been set and they can review them.<\/p>\n

Subject Line:\u00a0 Your Performance Measures have been set<\/p>\n

Hi <<employee_name>>,<\/p>\n

Your Performance Measures are now finalized & signed off by <<manager_name>>.<\/p>\n

Best Regards,
\nTeam HR\u00a0\ud83d\ude42<\/p>\n

#5 \u00a0Notification that their forms are open for their inputs<\/h3>\n

Informs Reviewee that they can constantly record observations, fill in sections provided by HR, give and get feedback for the present review cycle.<\/p>\n

Subject Line: Your Review Form is Open<\/p>\n

Hi <<employee_name>>,<\/p>\n

You can log in to the system and see your objectives on the dashboard.<\/p>\n

Your Review form has following sections:<\/p>\n

    \n
  1. Objectives<\/li>\n
  2. Training & Development<\/li>\n
  3. Highlights<\/li>\n<\/ol>\n

    As part of self-evaluation, you can go to the objectives section, and record your comments against each Performance Measure. We encourage you to give your inputs on a regular basis as this will help in clear discussion between you and your manager.<\/p>\n

    You can give your Professional Development and Training Program needs under the Training and Development section. Feel free to recommend training plans, skill development actions which will help you to perform better and develop your skill set.<\/p>\n

    The highlights section contains questions for your Qualitative and Subjective inputs on Team and Culture, Personal and Professional objectives.<\/p>\n

    The system has an Instant Feedback mechanism which allows you to give\/get feedback at any point of time.<\/p>\n

    Log in to your account. There will be notifications to complete the task. Or what you can do:<\/p>\n

      \n
    1. Go to Reviews > <<Current Review Name>><\/li>\n
    2. \u00a0Go to My Tasks<\/li>\n
    3. Click on Do Self Review<\/li>\n<\/ol>\n

      At any point of time, you can connect to the Human Resource team at hr@your-domain.com<\/p>\n

      Happy Work Ahead.<\/p>\n

      Team HR \ud83d\ude42<\/p>\n

      #6 \u00a0Manager notification for reviewing employee inputs at month\/quarter end<\/h3>\n

      Informs Manager that employee form is now open for discussion and inputs on various touch points<\/p>\n

      Subject Line:\u00a0 N Reviewer form open<\/p>\n

      Hi <<manager_name>> ,<\/p>\n

      You have a new task\u00a0Be the Reviewer\u00a0for\u00a02\u00a0reviewees, due by\u00a014 Jun 2018.<\/p>\n

      You have to provide inputs on the following sections:<\/p>\n

        \n
      1. Objectives<\/li>\n
      2. Development<\/li>\n
      3. Highlights<\/li>\n<\/ol>\n

        You can select on each section, and fill in your inputs against each. You will be able to see your Reviewee\u2019s inputs.<\/p>\n

        In the objectives section, you can see how they have fared themselves against various goals and competencies, have given comments. We encourage you to not only give them a quantitative description but also write comments.<\/p>\n

        You can also see feedback and recommendation given to employee against the performance objectives.<\/p>\n

        You can move further to different sections, like Promotion, Development, and Highlights, to record your inputs. The progress will be continuously saved.<\/p>\n

        How do you access?<\/p>\n

        URL : <<link to PM system>>
        \nUser Name : <<username to same>><\/p>\n

        Enter your credentials and follow notifications or:<\/p>\n

        Where to find Be the Reviewer
        \n1. Go to Reviews > <<Current Review Name>>
        \n2. Go to My Tasks
        \n3. Click on Be the Reviewer<\/p>\n

        Best Regards,<\/p>\n

        Team HR \ud83d\ude42<\/p>\n

        #7 \u00a0Mail to an employee to review manager comments and see discussion points<\/h3>\n

        Informs Manager that employee form is now open for discussion and inputs on various touch points.<\/p>\n

        Subject Line:\u00a0 N Reviewer form open<\/p>\n

        Hi <<employee_name>>,<\/p>\n

        Your review is now open for your\u00a0final acceptance & sign off;\u00a0due by\u00a014 Jun 2018.<\/p>\n

        You have to assess your Reviewer’s inputs & then sign off your agreement\/disagreement to the review.<\/p>\n

        Schedule a meeting to discuss various touch-points including Training and Development and objectives.<\/p>\n

        How to Access
        \nURL :\u00a0<<link to Performance Management>>
        \nUser Name :\u00a0<<access_name>><\/p>\n

        Where to find Accept & Sign off?
        \n1. Click on\u00a0Review 2018-Q1
        \n2. Go to My Tasks
        \n3. Click on Accept & Sign Off<\/p>\n

        Best Regards,<\/p>\n

        Team HR\u00a0\ud83d\ude42<\/p>\n

        #8 \u00a0Mail to Manager that Employee has seen the form<\/h3>\n

        Inform the manager that an employee has seen the form and also given his\/her final inputs.<\/p>\n

        Subject Line:\u00a0 Reviewer has signed off the form<\/p>\n

        Hi <<manager name>>,<\/p>\n

        <<employee_name>> has signed off acceptance of your review inputs for Review 18-Q1<\/p>\n

        Best Regards,<\/p>\n

        Team HR\u00a0\ud83d\ude42<\/p>\n

        #9 \u00a0Mail to Manager that Employee doesn\u2019t disagree with some points<\/h3>\n

        Inform the manager that an employee has disagreed to some of the inputs from the manager and wish to have a discussion on them.<\/p>\n

        Subject Line:\u00a0 Reviewer has signed off the form<\/p>\n

        Hi <<manager_name>>,<\/p>\n

        <<employee_name>> has disagreed to your review inputs for Review 18-Q1
        \nPlease take necessary action.<\/p>\n

        Best Regards,<\/p>\n

        Team HR\u00a0\ud83d\ude42<\/p>\n

        #10 \u00a0Mail if any task is unlocked<\/h3>\n

        Inform the employee and manager that the objective setting\/self-evaluation forms have to be revised.<\/p>\n

        Subject Line: Task Unlocked<\/p>\n

        Hi <<first_name>>,<\/p>\n

        The following task is now unlocked for Quarterly Review 17-18.<\/p>\n

        Task:\u00a0Accept & Sign off\u00a0| Objective Setting | Self Evaluation<\/p>\n

        Best Regards,<\/p>\n

        Team HR\u00a0\ud83d\ude42<\/p>\n

        #11 \u00a0Mail for 360 Degree Feedback<\/h3>\n

        Inform the employee that they have been selected as feedback participant in 360 Degree Feedback<\/a>.<\/p>\n

        Subject Line:\u00a0 Reviewer has signed off the form<\/p>\n

        Hi <<first_name>>,<\/p>\n

        You have been identified as a key person to be a participant (respondent) in 360 Degree Feedback program<\/a>. The purpose of this feedback is to gain other’s perspective on work behaviors.<\/p>\n

        We are seeking your feedback about the direct interactions you have had with the person identified in the survey.<\/p>\n

        Your inputs will be used to map a report, which the individual identify their strengths and areas for development, as they grow in their role.<\/p>\n

        360 Degree Feedback Guidelines:<\/p>\n

        – Your input will be anonymous. The recipient of this feedback will see a summary, not your feedback form.<\/p>\n

        – Please identify the top <<N>> strengths and <<N>> improvement areas only from the <<N>> behavioral traits mentioned. \u00a0| There are <<N>> work and behavior traits mentioned under different perspectives.<\/p>\n

        – Indicate ‘S’ for strengths and ‘I’ for improvement areas against the 5 behavioral traits each. \u00a0| Use the scale from \u201cStrongly Agree\u201d to \u201cStrongly Disagree\u201d as your input to each trait.<\/p>\n

        – You will have to comment in the boxes indicating ‘STOP’ & ‘START’. Please indicate in detail 4-5 behaviors or areas you need the subject to stop and 4-5 behaviors or areas you need the subject to start working on.<\/p>\n

        You may be evaluating more than one individual and therefore may receive multiple survey invitations.<\/p>\n

        Person you are evaluating: \u00a0<<Employee Name>> | <<Employee Name>> | <<Employee Name>><\/p>\n

        Thank you for your participation. Happy Feedback \ud83d\ude42<\/p>\n

        Team HR\u00a0\ud83d\ude42<\/p>\n

        #12 \u00a0Mail for Instant Feedback (Get)<\/h3>\n

        An employee is asking for feedback from another employee in the organization.<\/p>\n

        Hi <<Feedback Giver Name>>,<\/p>\n

        Please give me feedback on Client Presentation.<\/p>\n

        The feedback is related to my present Performance Objectives:<\/p>\n

          \n
        1. Presentation Skills<\/li>\n
        2. Customer Interaction<\/li>\n<\/ol>\n

          The feedback is subjective in nature.<\/p>\n

          Thanks & Regards,<\/p>\n

          <<senderName>><\/p>\n

          #13 \u00a0Mail for Instant Feedback (About a Person)<\/h3>\n

          An employee is asking for feedback from another person for an employee<\/p>\n

          Hi <<Feedback Respondent>>,<\/p>\n

          Can you please give me feedback on <<Employee name>>? The feedback is based on client presentation and related to his present Performance Objectives:<\/p>\n

            \n
          1. Presentation Skills<\/li>\n
          2. Customer Interaction<\/li>\n<\/ol>\n

            The feedback is subjective in nature.<\/p>\n

            Thanks & Regards,<\/p>\n

            <<senderName>><\/p>\n

            #14 \u00a0Mail for Instant Feedback (Give)<\/h3>\n

            When an employee receives a feedback from another person.<\/p>\n

            Hi <<Feedback recipient>>,<\/p>\n

            I have given you feedback on Client Presentation. Your feedback is :<\/p>\n

            <<Feedback body>><\/p>\n

            The feedback is related to your present Performance Objectives:<\/p>\n

              \n
            1. Presentation Skills<\/li>\n
            2. Customer Interaction<\/li>\n<\/ol>\n

              <a href='<<sendLink>>’><\/strong>Click here to view feedback.<\/p>\n

              Thanks & Regards,<\/p>\n

              <<giverName>><\/p>\n

              #15 \u00a0Mail for Check-ins<\/h3>\n

              Notifications for check-ins and continuous feedback<\/a>.<\/p>\n

              Hi <<Manager Name>><\/p>\n

              <<Employee_name>> has checked in on the Performance Objective <<goal_name>><\/p>\n

              Check-in Status : Achievement\/Plan\/Challenge\/Red Flag<\/p>\n

              <<Employee_name>> has to say :<\/p>\n

              <<content>><\/p>\n

              Thanks<\/p>\n

              At the end of the day, there should be clear communication to make the process a success and get the best out of it. Automating Performance Management greatly facilitate the workflow and reduces paperwork by nearly to 90 %. In fact, revolutions of automated Performance Management Systems show that they have widely been appreciated by employees and managers for a transparent and growth process. Email communication is extremely helpful and hopefully, these templates will be to you too.<\/p>\n

              Legend :<\/p>\n

              <<Employee Name>> : Insert Employee Name<\/p>\n

              <<manager name>> : Reviewer\/Manager Name<\/p>\n

              <<N>> \u00a0: Number<\/p>\n

              <<Current Review Name>> : Name of Current Review process eg : Review 17-18, Review 16-17<\/p>\n

              \"Signup<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

              Performance Management\u00a0perhaps might be the most process-oriented activity among all Human Resources function. An important characteristic of an effective performance management process is clear and concise communication. Automated Performance Management Systems automate the workflow. To help you further, here are 15 Email templates for all the steps involved in the Performance Management process. While the […]<\/p>\n","protected":false},"author":1,"featured_media":10104,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_title":"15 Email Templates for Performance Management Process [2019 Update]","_yoast_wpseo_metadesc":"15 Email Templates ready for every stage of Performance Management starting from objective setting to self-evaluation to 360 Degree Feedback.","footnotes":""},"categories":[1],"tags":[25,24],"class_list":["post-10102","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-performance-management-systems","tag-communication","tag-email-template"],"yoast_head":"\n15 Email Templates for Performance Management Process [2019 Update]<\/title>\n<meta name=\"description\" content=\"15 Email Templates ready for every stage of Performance Management starting from objective setting to self-evaluation to 360 Degree Feedback.\" \/>\n<meta name=\"robots\" content=\"index, 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