Conversation Notifications

Contents

• Overview
• Anytime Conversations
  • Received By Managers and/or Direct Reports
    • Conversation Created
    • Conversation Shared
• Scheduled Conversations 
  • Received By Managers and/or Direct Reports
    • Conversation Cycle Start
    • Mid-cycle Reminder
    • Manager Change (Taking Ownership)
    • Conversation Shared
    • Conversation Due
    • Overdue Reminder
    • Confidential Questions Available
    • Confidential Questions Due
    • Request to Edit
    • Conversation Unlocked
  • Received By Additional Contributors Only
    • Additional Contributor Added
  • Received By Managers Only
    • Additional Contributor Shared
  • Other Conversation Notifications
    • Ad-Hoc Reminders (aka Program Emails)

Overview

Notifications can be triggered for various conversation events as determined by selections made during the conversation template configuration process. These are different from system notifications in the sense that conversation notifications are determined by the various options selected in each conversation template.

• If system notifications are disabled, conversation notifications will not be sent.
• Most notifications for scheduled conversation cycles are sent between 8am - 9am of your organization’s time zone. You can find your organization's time zone by going to:
  
  Admin → Platform Configuration → Operational Settings → Time Zone

Anytime Conversations

Received By Managers and/or Direct Reports

Conversation Created:

Conversation Shared:

Scheduled Conversations

Received By Managers and/or Direct Reports

Conversation Cycle Start:

Note: This notification will go out a day before the conversation start date. 

Mid-cycle reminder:

Manager Change (Taking Ownership):

Note: For information on changing the conversation owner (i.e. changing the manager participant), see this article.

Conversation Shared: 

Conversation Due:

Overdue Reminder:

Confidential Questions Available:

Confidential Questions Due:

Request to Edit:

(Single)

(Multiple)

Note: Request to edit notifications can be disabled in system notifications.

Conversation Unlocked:

Received By Additional Contributors Only

Additional Contributor Added:

Received By Managers Only

Additional Contributor Shared:

Ad-Hoc Reminders (Program Emails)

Super Admins can trigger reminders during the conversation cycle by going to:

Admin → Notifications → Program Emails → Conversations

The options are:

• Has started writing responses but hasn't shared
• Hasn't started writing responses yet

Note: Managers will receive a notification for each direct report they have who is part of the email group (i.e. if Jane Doe has 3 direct reports who have started writing responses but haven't shared, she will receive 3 notifications).