Customizing default Performance Management emails

Role: HR Administrator

You can customize the emails sent by Performance Management for your organization's needs. You can modify the English texts as well as the translations supplied by Sage People by adding local overrides to the custom labels in each language you require. Making significant changes to the English labels can mean the default Sage People translations are no longer representative of the English content and you need to do the related changes to the translations.

For more information about adding translations to custom labels, see Changing the text of a Custom Label.

You can disable the default Performance Management emails if your org does not need them, or if you prefer to set up custom email notifications for Enhanced Objectives and Feedback using Action Events. Action Events are available for the following scenarios:

  • Comment in a Conversation

    Event When sent Related object

    Added Send to Manager

    When a team member adds a comment to the Conversation with their manager or to one of their objectives.

    spperfmgmt__Comment__c

    Added Send to Team Member

    When a manager adds a comment to their Conversation with the team member, or to one of the team member's objectives.

    		spperfmgmt__Comment__c

  • Enhanced Objectives

    Event

    When sent

    		 Related object

    Closed Send to Manager

    When an objective is closed by a team member.

    		 spperfmgmt__Objective__c

    Closed Send to Team Member

    When an objective is closed by the team member's manager.

    		 spperfmgmt__Objective__c

    Revealed Send to Manager

    When an objective is activated by a team member.

    		 spperfmgmt__Objective__c

    Revealed Send to Team Member

    When an objective is activated by the team member's manager.

    		 spperfmgmt__Objective__c

    Review Date

    When an objective is due a review.

    Review Date can be used to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

    		spperfmgmt__Objective__c

    Reviewed Send to Manager

    When a team member adds a review to one of their objectives.

    		spperfmgmt__Objective_Review__c

    Reviewed Send to Team Member

    When a manager adds a review to one of the team member's objectives.

    		spperfmgmt__Objective_Review__c

  • Feedback

    Event

    When sent

    		 Related object

    Received Send to Manager

    When a Feedback request about a Team Member receives a response, sent to the manager.

    		 spperfmgmt__Feedback_Response__c

    Received Send to Team Member

    When a Feedback request about a Team Member receives a response, sent to the Team Member.

    		 spperfmgmt__Feedback_Response__c

  • Feedback Request

    Event

    When sent

    		 Related object

    Incoming

    When a recipient receives a request to provide Feedback about a Team Member

    		 spperfmgmt__Feedback_Provider_v2__c

Objective Revealed email

Screenshot: Annotated Objective reveal email

  Custom Label Name Default value
1 Objective_Status_Change_Notification_Subject

An Objective was {0}.

where {0} is the status change populated by Objective_Verb_Revealed
2 and 3 Objective_Verb_Revealed Revealed
4 Objective_Status_Change_Notification_Body

{0} (1) an objective: {2}

where

{0} is the name of the Team Member

{1} is the status change populated by Objective_Verb_Revealed

{2} is the Objective title
5 Objective_Status_Change_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

Group Objective Revealed email

Annotated screenshot of an example Group objective reveal email

  Custom Label Name Default value
1 Group_Objective_Status_Change_Notification_Subject

A group Objective was {0}.

where {0} is the status change populated by Objective_Verb_Revealed
2 and 3 Objective_Verb_Revealed revealed
4 Group_Objective_Status_Change_Notification_Body

{0} (1) the objective {2} for your group {3}

where

  • {0} is the name of the Team Member
  • {1} is the status change populated by Objective_Verb_Revealed
  • {2} is the Objective title
  • {3} is the name of the Group
5 Objective_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

Objective Closed email

Screenshot: Annotated screenshot of Objective closed email

  Custom Label Name Default value
1 Objective_Status_Change_Notification_Subject

An Objective was {0}.

where {0} is the status change populated by Objective_Verb_Closed
2 and 3 Objective_Verb_Closed Closed
4 Objective_Status_Change_Notification_Body

{0} (1) an objective: {2}

where

  • {0} is the name of the Team Member
  • {1} is the status change populated by Objective_Verb_Closed
  • {2} is the Objective title
5 Objective_Status_Change_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

Group Objective Closed email

Annotated screenshot of an example email notification for a closed group Objective

  Custom Label Name Default value
1 Group_Objective_Status_Change_Notification_Subject

A group Objective was {0}.

where {0} is the status change populated by Objective_Verb_Closed
2 and 3 Objective_Verb_Closed closed
4 Group_Objective_Status_Change_Notification_Body

{0} (1) an objective {2} for your group {3}

where

  • {0} is the name of the Team Member
  • {1} is the status change populated by Objective_Verb_Closed
  • {2} is the Objective title
  • {3} is the name of the Group.
5 Objective_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

You are now a Watcher email

Annotated screenshot: You are now a Watcher for an Objective email

  Custom Label Name Default value
1 Watchers_Add_Update_Notification_Subject

You are now a Watcher for an Objective
2 Watchers_Add_Update_Notification_Body

You have been added as a Watcher of {0}''s Objective: {1}

where

  • {0} is the name of the Team Member or the Group

  • {1} is the title of the Objective
3 Objective_Status_Change_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

Objective has been aligned email

Annotated screenshot: An Objective has been aligned with one of your Objectives

  Custom Label Name Default value
1 Objective_Aligned_Notification_Subject

An Objective has been aligned with one of your Objectives
2 Objective_Aligned_Notification_Body

{0} has aligned their Objective {1} with your Objective {2}.

where

  • {0} is the name of the Team Member

  • {1} is the title of the Team Member's aligned Objective

  • {2} is the title of your Objective
3 Objective_Status_Change_Notification_Body_Link

View Objective: {0}

where {0} is the link to the Objective

New comment email

Screenshot: Annotated screenshot of a New comment email

  Custom Label Name Default value
1 Conversation_Notification_New_Comment_Subject

New Comment in Conversation
2 Conversation_Notification_New_Comment_Body_Intro

{0} added a new comment in your Conversation:

where {0} is the name of the person who added the comment.
3 Conversation_Notification_Body_Link

Select to view the conversation: {0}

where {0} is the link to the Conversation.

Edited comment email

Screenshot: Annotated screenshot of Edited comment email

  Custom Label Name Default value
1

Conversation_Notification_Edited_Comment_Subject

Edited comment in Conversation
2 Conversation_Notification_Edited_Comment_Body_Intro

{0} edited a comment in your Conversation:

where {0} is the name of the person who edited the comment.
3 Conversation_Notification_Edited_Comment_Body_Previous

Previous content: {0}

where {0} is the content of the comment before editing.
4 Conversation_Notification_Edited_Comment_Body_New

New content: {0}

where {0} is the content of the comment after editing.
5 Conversation_Notification_Body_Link

Select to view the conversation: {0}

where {0} is the link to the Conversation.