The Performance Review Templates hub is a list of resources available where you can easily copy/paste Performance Review Notifications that fit your organization. These ensure that your notifications are accurate for your employees and that they can properly access Performance Reviews when using the URL/Instructions provided in the notifications.
In this article:
What are Performance Review Notifications?
Navigating to Performance Review Notifications
Performance Review Notification Templates
Additional Resources
What are Performance Review Notifications?
Performance workflow notifications allow you the ability to create clear, accurate, and personalized emails to review participants. These notifications greatly impact the end-user experience while also minimizing questions for the review administrators.
In order to create or edit performance review workflows, you'll need the Performance Admin user permission.
Navigating to Performance Review Notifications
- Click on Tools>Setup.
- Click Review Workflows.
- Open the Performance Workflow you would like to edit the notifications for.
- Click Notification.
- Click Notify Current Actor.
- An Edit Notification window will pop up, on the body of the email you can copy and paste the templates below.
- You will want to do this for each stage.
Performance Review Notification Templates
| Stage | Template |
|---|---|
| EE Review- Notification |
Notify: Current Actor Subject: The [Cycle:Name] is Open BODY: Dear [Recipient:FirstName], The [Cycle:Name] has now begun! Here are the steps for the performance review process using the Prism-ClearCompany Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. During the self-assessment, you will be asked to set 2-3 goals for your manager to review and refine during your one-to-one. Your self-assessment must be completed in Prism-ClearCompany on [CurrentStage:DueDate]. Your manager will then review your self-assessment, rate your performance and hold a performance review with you. To access the Prism-ClearCompany Performance Management System, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| Manager Review- Notification |
Notify: Current Actor Subject: Self-assessment completed for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review before the end of the day on [CurrentStage:DueDate]. You will be notified in a separate email to conduct a 1:1 Review with the employee after your assessment has been completed. To access the Prism-ClearCompany Performance Management System, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side of the screen. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| HR Approval |
Notify: Current Actor Subject: Approve Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s self-assessment and manager evaluation is completed. To Approve/Reject the Prism-ClearCompany Performance Reviews , please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to locate your team's "in process" Performance Reviews Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side of the screen. If you have any questions, please contact the Office Manager. Regards, [OrgName] |
| 1:1 Meeting- Notification |
Notify: Current Actor Subject: Conduct 1:1 Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s [Cycle:Name] has been approved. Please conduct a one-on-one meeting with [ReviewSubject:FirstName] to discuss the results of their review. To access the Prism-ClearCompany Performance Reviews, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to locate your team's "in process" Performance Reviews Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side of the screen. If you have any questions, please contact the Office Manager. Regards, [OrgName] |
| Review Complete |
Notify: Current Actor Subject: The [Cycle:Name] is Complete BODY: Dear [Recipient:FullName], [Reviewers:2:FullName] has submitted your final performance review. To access the Prism-ClearCompany Performance Reviews, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with the SSO option. 5. Locate the review under Me > Performance. Tip: "Me" is located at the upper left-hand side of the screen. Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Stage |
Notify: Current Actor Subject: Select Your Reviewers BODY: Hello [Recipient:FullName], A review of your performance will begin soon. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how the review will work: The reviewers you select will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the results. As part of starting the review process, reviewers must be chosen to give feedback on your performance. You are being asked to identify the individuals you would like feedback from. Follow the login instructions below to identify the individuals you believe should be participants for your review. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to [Insert PEO name and link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin and identify the review individuals Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| Manager Selects Stage |
Notify: Current Actor Subject: Select 360 Review Participants for [ReviewSubject:FullName] BODY: Hello [Recipient:FullName], A review of [ReviewSubject:FullName]’s performance will begin soon. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. As part of starting this process, participants must be chosen to give feedback on the subject . You are being asked to identify the individuals who should participate in a review for [ReviewSubject:FullName]. Follow the instructions below to identify the individuals you believe should be participants for this review. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to [Insert PEO name and link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin and identify the review individuals Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| 360 Peer Review Stage |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY Dear [Recipient:FullName], You have been asked to participate in the review of [ReviewSubject:FullName]. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. Here is how the review works: [ReviewSubject:FirstName] will complete thier PGP. At the same time, you will contribute your assessment of [ReviewSubject:FirstName] to a pool of reviews. While [ReviewSubject:FirstName] will know you are performing the review, your comments and ratings will be included along with the comments of all of the review participants. Once you have submitted your assessment, you cannot make changes. [ReviewSubject:FirstName] will receive the final review with the aggregated results on [Cycle:EndDate]. Only [ReviewSubject:FirstName] and managers above [ReviewSubject:FirstName] will be able to view the completed review. Follow the instructions below to provide your assessment. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to [Insert PEO name and link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| EE Review Stage (Only if you want the EE to contribute to their own assessment) |
Notify: Review Subject Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], A 360 review of your performance is ready to begin. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how a 360 review works: You will take the review as a self-assessment of your performance. At the same time, your reviewers will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the 360 results. The following people will complete an assessment of your performance as part of this process: [ReviewerList] To provide your assessment, log into ClearCompany using the directions below. This is due no later than [CurrentStage:DueDate]. To access the Prism-ClearCompany Performance Management System, please take the following steps: 1. Login to [Insert PEO name and link to EE login] 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| Review Complete Stage |
Notify: Review Subject Subject: The [Cycle:Name] is complete BODY: Your 360 performance evaluation has been completed. Log into your account using the instructions below to view it. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to [Insert PEO name and link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate the "Me" tab, and choose "Performance" from the dropdown to view your review Regards, [OrgName] |
| Stage | Template |
|---|---|
| EE Review- Notification |
Notify: Current Actor Subject: The [Cycle:Name] is Open BODY: Dear [Recipient:FirstName], The [Cycle:Name] has now begun! Here are the steps for the performance review process using the Paychex-ClearCompany Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. During the self-assessment, you will be asked to set 2-3 goals for your manager to review and refine during your one-to-one. Your self-assessment must be completed in Paychex-ClearCompany on [CurrentStage:DueDate]. Your manager will then review your self-assessment, rate your performance and hold a performance review with you, which should already be booked in your calendar. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Manager Review- Notification |
Notify: Current Actor Subject: Self-assessment completed for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review before the end of the day on [CurrentStage:DueDate]. You will be notified in a separate email to conduct a 1:1 Review with the employee after your assessment has been completed. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| HR Approval |
Notify: Current Actor Subject: Approve Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s self-assessment and manager evaluation is completed. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| 1:1 Meeting- Notification |
Notify: Current Actor Subject: Conduct 1:1 Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s [Cycle:Name] has been approved. Please conduct a one-on-one meeting with [ReviewSubject:FirstName] to discuss the results of their review. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Review Complete |
Notify: Current Actor Subject: The [Cycle:Name] is Complete BODY: Dear [Recipient:FullName], [Reviewers:2:FullName] has submitted your final performance review. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Stage |
Notify: Current Actor Subject: Select Your Reviewers BODY: Hello [Recipient:FullName], A review of your performance will begin soon. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how the review will work: The reviewers you select will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the results. As part of starting the review process, reviewers must be chosen to give feedback on your performance. You are being asked to identify the individuals you would like feedback from. Follow the login instructions below to identify the individuals you believe should be participants for your review. This is due no later than [CurrentStage:DueDate]. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Manager Selects Stage |
Notify: Current Actor Subject: Select 360 Review Participants for [ReviewSubject:FullName] BODY: Hello [Recipient:FullName], A review of [ReviewSubject:FullName]’s performance will begin soon. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. As part of starting this process, participants must be chosen to give feedback on the subject . You are being asked to identify the individuals who should participate in a review for [ReviewSubject:FullName]. Follow the instructions below to identify the individuals you believe should be participants for this review. This is due no later than [CurrentStage:DueDate]. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| 360 Peer Review Stage |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY Dear [Recipient:FullName], You have been asked to participate in the review of [ReviewSubject:FullName]. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. Here is how the review works: [ReviewSubject:FirstName] will complete thier PGP. At the same time, you will contribute your assessment of [ReviewSubject:FirstName] to a pool of reviews. While [ReviewSubject:FirstName] will know you are performing the review, your comments and ratings will be included along with the comments of all of the review participants. Once you have submitted your assessment, you cannot make changes. [ReviewSubject:FirstName] will receive the final review with the aggregated results on [Cycle:EndDate]. Only [ReviewSubject:FirstName] and managers above [ReviewSubject:FirstName] will be able to view the completed review. Follow the instructions below to provide your assessment. This is due no later than [CurrentStage:DueDate]. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| EE Review Stage (Only if you want the EE to contribute to their own assessment) |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], A 360 review of your performance is ready to begin. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how a 360 review works: You will take the review as a self-assessment of your performance. At the same time, your reviewers will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the 360 results. The following people will complete an assessment of your performance as part of this process: [ReviewerList] To provide your assessment, log into ClearCompany using the directions below. This is due no later than [CurrentStage:DueDate]. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Review Complete Stage |
Notify: Review Subject Subject: The [Cycle:Name] is complete BODY: Dear [ReviewSubject:FullName], Your 360 performance evaluation has been completed. Log into your account using the instructions below to view it. To access the Paychex-ClearCompany Performance Management System, please take the following steps: 1. Login to Paychex 2. Select Resources 3. Locate Performance Management (click the Gray Website button) 4. If asked, select sign in with Single Sign-On (SSO) (White Button) Within the Performance Management System: 5. Locate Tasks to begin your review If you have any questions about this process, please contact your HRBP. If you Regards, [OrgName] |
| Stage | Template |
|---|---|
| EE Review- Notification |
Notify: Current Actor Subject: The [Cycle:Name] is Open BODY: Dear [Recipient:FirstName], The [Cycle:Name] has now begun! Here are the steps for the performance review process using the Concurrent-ClearCompany Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. During the self-assessment, you will be asked to set 2-3 goals for your manager to review and refine during your one-to-one. Your self-assessment must be completed in Concurrent-ClearCompany on [CurrentStage:DueDate]. Your manager will then review your self-assessment, rate your performance and hold a performance review with you, which should already be booked in your calendar. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact your manager or Human Resources. Regards, [OrgName] |
| Manager Review- Notification |
Notify: Current Actor Subject: Self-assessment completed for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review before the end of the day on [CurrentStage:DueDate]. You will be notified in a separate email to conduct a 1:1 Review with the employee after your assessment has been completed. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact your manager or Human Resources. Regards, [OrgName] |
| HR Approval |
Notify: Current Actor Subject: Approve Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s self-assessment and manager evaluation is completed. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact your manager or Human Resources. Regards, [OrgName] |
| 1:1 Meeting- Notification |
Notify: Current Actor Subject: Conduct 1:1 Review for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], [ReviewSubject:FullName]'s [Cycle:Name] has been approved. Please conduct a one-on-one meeting with [ReviewSubject:FirstName] to discuss the results of their review. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact your manager or Human Resources. Regards, [OrgName] |
| Review Complete |
Notify: Current Actor Subject: The [Cycle:Name] is Complete BODY: Dear [Recipient:FullName], [Reviewers:2:FullName] has submitted your final performance review. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact your manager or Human Resources. Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Stage |
Notify: Current Actor Subject: Select Your Reviewers BODY: Hello [Recipient:FullName], A review of your performance will begin soon. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how the review will work: The reviewers you select will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the results. As part of starting the review process, reviewers must be chosen to give feedback on your performance. You are being asked to identify the individuals you would like feedback from. Follow the login instructions below to identify the individuals you believe should be participants for your review. This is due no later than [CurrentStage:DueDate]. To access the ConCurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| Manager Selects Stage |
Notify: Current Actor Subject: Select 360 Review Participants for [ReviewSubject:FullName] BODY: Hello [Recipient:FullName], A review of [ReviewSubject:FullName]’s performance will begin soon. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. As part of starting this process, participants must be chosen to give feedback on the subject . You are being asked to identify the individuals who should participate in a review for [ReviewSubject:FullName]. Follow the instructions below to identify the individuals you believe should be participants for this review. This is due no later than [CurrentStage:DueDate]. To access the ConCurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| 360 Peer Review Stage |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY Dear [Recipient:FullName], You have been asked to participate in the review of [ReviewSubject:FullName]. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. Here is how the review works: [ReviewSubject:FirstName] will complete thier PGP. At the same time, you will contribute your assessment of [ReviewSubject:FirstName] to a pool of reviews. While [ReviewSubject:FirstName] will know you are performing the review, your comments and ratings will be included along with the comments of all of the review participants. Once you have submitted your assessment, you cannot make changes. [ReviewSubject:FirstName] will receive the final review with the aggregated results on [Cycle:EndDate]. Only [ReviewSubject:FirstName] and managers above [ReviewSubject:FirstName] will be able to view the completed review. Follow the instructions below to provide your assessment. This is due no later than [CurrentStage:DueDate]. To access the ConCurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| EE Review Stage (Only if you want the EE to contribute to their own assessment) |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY: Dear [Recipient:FullName], A 360 review of your performance is ready to begin. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how a 360 review works: You will take the review as a self-assessment of your performance. At the same time, your reviewers will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the 360 results. The following people will complete an assessment of your performance as part of this process: [ReviewerList] To provide your assessment, log into ClearCompany using the directions below. This is due no later than [CurrentStage:DueDate]. To access the ConCurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| Review Complete Stage |
Notify: Review Subject Subject: The [Cycle:Name] is complete BODY: Dear [ReviewSubject:FullName], Your 360 performance evaluation has been completed. Log into your account using the instructions below to view it. To access the ConCurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent: https://ccr.prismhr.com/ccr/ 2. At the Bottom Left Side of the desktop, click on "ClearCompany". If you are on the Concurrent App, click on the 3 horizontal lines on the left to see the ClearCo option. 3. Within the ClearCompany Performance Management System: 4. Locate Tasks in ClearCompany to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Stage |
Notify: Current Actor Subject: Select Your Reviewers BODY: Hello [Recipient:FullName], A review of your performance will begin soon. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how the review will work: The reviewers you select will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the results. As part of starting the review process, reviewers must be chosen to give feedback on your performance. You are being asked to identify the individuals you would like feedback from. Follow the login instructions below to identify the individuals you believe should be participants for your review. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to HRI [Insert link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin and identify the review individuals Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| Manager Selects Stage |
Notify: Current Actor Subject: Select 360 Review Participants for [ReviewSubject:FullName] BODY: Hello [Recipient:FullName], A review of [ReviewSubject:FullName]’s performance will begin soon. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. As part of starting this process, participants must be chosen to give feedback on the subject . You are being asked to identify the individuals who should participate in a review for [ReviewSubject:FullName]. Follow the instructions below to identify the individuals you believe should be participants for this review. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to HRI [Insert link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin and identify the review individuals Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| 360 Peer Review Stage |
Notify: 360 Peer Reviewers Subject: [Cycle:Name] for [ReviewSubject:FullName] BODY Dear [Recipient:FullName], You have been asked to participate in the review of [ReviewSubject:FullName]. These reviews are designed to provide individual employees with feedback about their performance from the point of view of the people they work with. Here is how the review works: [ReviewSubject:FirstName] will complete their PGP. At the same time, you will contribute your assessment of [ReviewSubject:FirstName] to a pool of reviews. While [ReviewSubject:FirstName] will know you are performing the review, your comments and ratings will be included along with the comments of all of the review participants. Once you have submitted your assessment, you cannot make changes. [ReviewSubject:FirstName] will receive the final review with the aggregated results on [Cycle:EndDate]. Only [ReviewSubject:FirstName] and managers above [ReviewSubject:FirstName] will be able to view the completed review. Follow the instructions below to provide your assessment. This is due no later than [CurrentStage:DueDate]. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to HRI [Insert link to EE login] 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip #1: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Human Resources Department. Regards, [OrgName] |
| Review Complete |
Notify: Review Subject Subject: The [Cycle:Name] is complete BODY: Your 360 performance evaluation has been completed. Log into your account using the instructions below to view it. To access the Concurrent-ClearCompany Performance Management System, please take the following steps: 1. Login to Concurrent 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate the "Me" tab, and choose "Performance" from the dropdown to view your review Regards, [OrgName] |
| Stage | Template |
|---|---|
| EE Review- Notification |
Dear [Recipient:FirstName], The [Cycle:Name] has now begun! Here are the steps for the performance review process using the Prism-ClearCompany Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. During the self-assessment, you will be asked to set 2-3 goals for your manager to review and refine during your one-to-one. Your self-assessment must be completed in Prism-ClearCompany on [CurrentStage:DueDate]. Your manager will then review your self-assessment, rate your performance and hold a performance review with you. To access the Prism-ClearCompany Performance Management System, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks in ClearCompany to begin your review Tip #1: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side. Tip #2: If you feel comfortable navigating the system before beginning your self-assessment, take a moment to read the CEO's goals before setting your own goals. Why? It will help your department align with the company goals creating a cascading effect from the top-level down. If you have any questions about this process, please contact the HRBP. If you cannot see your 1:1 session with your manager or in your calendar, please get in touch with your hiring manager ASAP. Regards, [OrgName] |
| Manager Review- Notification |
Dear [Recipient:FullName], [ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review before the end of the day on [CurrentStage:DueDate]. You are expected to conduct a 1:1 session with the employee to discuss and refine their goals to ensure they are aligned with your department's goals. Please complete this meeting before the end of the day on [Approvers:1:DueDate]. To access the Prism-ClearCompany Performance Management System, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side of the landing page, or under the "Me" menu option at the upper left-hand side of the screen. If you have any questions about this process, please contact the HRBP. Regards, [OrgName] |
| HR Approval |
Dear [Recipient:FullName], [ReviewSubject:FullName]'s self-assessment and manager evaluation is completed. To Approve/Reject the Prism-ClearCompany Performance Reviews , please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to locate your team's "in process" Performance Reviews If you have any questions, please contact the Office Manager. Regards, [OrgName] |
| 1:1 Meeting- Notification |
Dear [Recipient:FullName], [ReviewSubject:FullName]'s [Cycle:Name] has been approved. Please conduct a one-on-one meeting with [ReviewSubject:FirstName] to discuss the results of their review. To access the Prism-ClearCompany Performance Reviews, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with SSO (click the white button) Within the Performance Management System: 5. Locate Tasks to locate your team's "in process" Performance Reviews If you have any questions, please contact the Office Manager. Regards, [OrgName] |
| Review Complete |
Dear [Recipient:FullName], [Reviewers:2:FullName] has submitted your final performance review. To access the Prism-ClearCompany Performance Reviews, please take the following steps: 1. Login to Prism 2. Select Human Resources 3. Locate Performance Management (click the Orange Website button) 4. If asked, select sign in with the SSO option. 5. Locate the review under Me > Performance. Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Review Stage |
Dear [Recipient:FirstName],
The [Cycle:Name] has now begun! Here are the steps for the performance review process using the NetEngage Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. Your self-assessment must be completed in NetEngage on [CurrentStage:DueDate]. Your manager will then review your self-assessment, rate your performance and hold a performance review with you. To access the NetEngage Performance Management System, please take the following steps: 1. Login to your Netchex account 2. On a desktop, from the top right-hand corner, select "NetEngage" 3. On Mobile, from your main dashboard, select the "NetEngage" tab near the bottom of your screen If you have any questions about this process, please contact your HR team. If you cannot see your 1:1 session with your manager or in your calendar, please get in touch with your hiring manager ASAP. Regards, [OrgName] |
| Manager Review Stage |
Dear [Recipient:FullName],
[ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review before the end of the day on [CurrentStage:DueDate].
You are expected to conduct a 1:1 session with the employee to discuss and refine their goals to ensure they are aligned with your department's goals. Please complete this meeting before the end of the day on [Approvers:1:DueDate].
To access the NetEngage Performance Management System, please take the following steps:
1. Login to your Netchex account 2. On a desktop, from the top right hand corner, select "NetEngage" 3. On Mobile, from your main dashboard, select the "NetEngage" tab near the bottom of your screen If you have any questions about this process, please contact your HR team.
Regards,
[OrgName] |
| HR Approval Stage |
Dear [Recipient:FullName],
[ReviewSubject:FullName]'s self-assessment and manager evaluation is completed.
To Approve/Reject the NetEngage Performance Reviews, please take the following steps:
1. Login to your Netchex account 2. On a desktop, from the top right-hand corner, select "NetEngage" 3. On Mobile, from your main dashboard, select the "NetEngage" tab near the bottom of your screen If you have any questions about this process, please contact your HR team.
Regards,
[OrgName] |
| 1:1 Meeting Stage |
Dear [Recipient:FullName],
[ReviewSubject:FullName]'s [Cycle:Name] has been approved.
Please conduct a one-on-one meeting with [ReviewSubject:FirstName] to discuss the results of their review.
To access the NetEngage Performance Reviews, please take the following steps:
1. Login to your Netchex account 2. On a desktop, from the top right-hand corner, select "NetEngage" 3. On Mobile, from your main dashboard, select the "NetEngage" tab near the bottom of your screen If you have any questions about this process, please contact your HR team.
Regards,
[OrgName] |
| Review Complete Stage |
Dear [Recipient:FullName],
[Reviewers:2:FullName] has submitted your final performance review.
To access the NetEngage Performance Reviews, please take the following steps:
1. Login to your Netchex account 2. On a desktop, from the top right-hand corner, select "NetEngage" 3. On Mobile, from your main dashboard, select the "NetEngage" tab near the bottom of your screen If you have any questions about this process, please contact your HR team.
Regards,
[OrgName] |
| Stage | Template |
|---|---|
| EE Review- Notification |
Subject: The [Cycle:Name] is Open
Dear [Recipient:FirstName], The [Cycle:Name] has now begun! Here are the steps for the performance review process using the Prestige-ClearCompany Performance Management System: You'll start the process by writing a self-assessment. This is your opportunity to look back on your performance for the past year or since your hire date and tell your manager about your achievements. During the self-assessment, you will be asked to set 2-3 goals for your manager to review and refine during your one-to-one. Your self-assessment must be completed in Prestige-ClearCompany on [CurrentStage:DueDate]. Your manager or the COO will then review your self-assessment, rate your performance and hold a performance review with you on Google Meet, which should already be booked in your calendar. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Manager Review- Notification |
Subject: Self-assessment completed for [ReviewSubject:FullName]
[Recipient:FirstName], [ReviewSubject:FullName] has completed their self-assessment. Please review their self-assessment and write their performance review. Once submitted, you will then be expected to conduct a 1:1 meeting with the employee to discuss results and set goals for the year. If you require a member of the HR/Operations Team to be in attendance at this meeting, please contact them separately. Please schedule this meeting to occur prior to [Approvers:2:DueDate]. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| HR Approval |
Subject: Approve Review for [ReviewSubject:FullName]
Dear [Recipient:FullName], [ReviewSubject:FullName]'s self-assessment and manager evaluation is completed. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| 1:1 Meeting- Notification |
Subject: 1:1 Performance Review Follow Up with [ReviewSubject:FullName]
[Recipient:FirstName], Please conduct a 1:1 meeting with [ReviewSubject:FirstName] to discuss the results of their review and to set goals for the coming year. After the meeting is completed, click the Approve button at the bottom of the review. This will give [ReviewSubject:FirstName] access to view the results. If you need the employee to correct or change their responses, click the "Reject" button at the bottom of the review to send it back to them. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Review Complete |
Subject: The [Cycle:Name] is Complete
Dear [Recipient:FullName], [Reviewers:2:FullName] has submitted your final performance review. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate your Review by clicking on Performance at the top of the page. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Stage | Template |
|---|---|
| Employee Stage |
Subject: Select your 360 reviewers
Hello [Recipient:FullName], A 360 review of your performance will begin soon. This review is designed to provide you with a view of your performance from the point of view of the people you work with. Here is how the 360 review will work: You and your manager will select reviewers that will contribute their assessments to a pool of reviews. You will receive the final review with the aggregated results on [Cycle:EndDate]. Once the review is complete, only you and managers above you will be able to review the 360 results. As part of starting a 360 process, reviewers must be chosen to give feedback on your performance. You are being asked to identify the individuals you would like to participate as reviewers in your 360 review. Log into the Prestige-ClearCompany Performance Management System and find "Task" on the right side column to identify the individuals you believe should be participants for your 360 review. This is due no later than [CurrentStage:DueDate]. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Manager Selects Stage |
Hello [Recipient:FullName], A 360 review of [ReviewSubject:FullName]’s performance will begin soon. These reviews are designed to provide individual employees with an assessment of their performance from the point of view of the people they work with. As part of starting a 360 process, participants must be chosen to give feedback on the subject of the 360. You are being asked to identify the individuals who should participate in a 360 review for [ReviewSubject:FullName]. To identify the individuals you believe should be participants for this 360 review, log into the Prestige-ClearCompany Performance Management System using the instructions below. This is due no later than [CurrentStage:DueDate]. Log into the Prestige-ClearCompany Performance Management System and find "Task" on the right side column to identify the individuals you believe should be participants for your 360 review. This is due no later than [CurrentStage:DueDate]. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| 360 Peer Review Stage |
Subject: 360 Cycle Name (Change if needed) Dear [Recipient:FullName], You have been asked to participate in a 360 review of [ReviewSubject:FullName]. These reviews are designed to provide individual employees with an assessment of their performance from the point of view of the people they work with. Here is how a 360 review works: [ReviewSubject:FirstName] will take the review as a self-assessment. At the same time, you will contribute your assessment of [ReviewSubject:FirstName] to a pool of reviews. While [ReviewSubject:FirstName] will know you are performing the review, your comments and ratings will be included along with the comments of all of the 360 review participants and will not be individually identified. Once you have submitted your assessment, you cannot make changes. [ReviewSubject:FirstName] will receive the final review with the aggregated results on [Cycle:EndDate]. Only [ReviewSubject:FirstName] and managers above [ReviewSubject:FirstName] will be able to view the completed review. Follow the login instructions below to provide your assessment. This is due no later than [CurrentStage:DueDate]. To access the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate Tasks to begin your review Tip: "My Tasks" is located in the column on the right-hand side or under the "Me" menu option. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Review Complete Stage |
Subject line: 360 Review has been completed
Dear [Recipient:FullName], Your 360 Performance Review has been completed. To see your final results in the Prestige-ClearCompany Performance Management System, please take the following steps: 1. Login to Prestige 2. Select ClearCompany 3. Your ClearCompany account will open in a new browser tab 4. Locate your Review by clicking on Performance at the top of the page. If you have any questions about this process, please contact the Office Manager. Regards, [OrgName] |
| Stage | Template |
| Review Subject |
Dear [Recipient:FullName],
Regards |
| Supervisor Stage |
Dear [Recipient:FullName],
Regards |
Additional Resources
| Create Email Notifications for 360 Reviews and Performance Reviews | Create or Edit a Performance Review Workflow |
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