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Email Notifications - Performance Management in D365

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Posted on by Community Member

Hi,

I have successfully managed to configure the Performance management module and enable the worker review workflow for performance reviews in D365 HR.

Our leave management module was configured by an external vendor and they were able to set up email notifications - (we use O365).

For Performance Management which I have set up myself, I am able to see the notifications within the Action Center but not able to activate emails like we have for leave management

I wanted to set up similar email notification aligned to the workflow such that :

Employee Submits Review - Email Notification goes to Manager
Manager Finalizes review - Email Notification goes to employee
Employee Signs off - Email notification goes to Manager
Manager Signs off - email notification goes to Employee

Is this possible?

Regards,

Ian

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Aneeq 197 on at

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Hey Ian.

You can certainly setup a workflow that is based on the Performance Review of an employee. One way to do is to use Worker Review Workflow to control the approval of the review. The things you will need to setup are review types, measurements and performance journal source types. All three setup can be found in the Employee Development setup page. Hopefully this helps you get started.

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KRad 157 on at

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Hi Ian,

Please configure the Worker review approval workflow to enable and setup the notifications:

You have to work with the below notifications:

- Workflow notifications:

- Approval step notifications:

All four notifications from your question are possible with a combination of this.

Please reach out to me if you have any questions.

Thanks,
Kamal Radhakrishnaiah | Lead Consultant - FourVision
My blog about D365HR

Please mark as verified if it answers your question

This post is my own opinion and does not reflect the opinion of any organization or person.

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