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

	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

	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

	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

	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

	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

	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

	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

	Custom Label Name	Defaul 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.