Reminders are a great way to prompt participants to complete their reviews and help ensure your campaigns are successful. You can send reminders in bulk to specific groups of people or individually, depending on your needs.
📌 Note: It is not possible to send a reminder for reviews that have a Done or Draft status. Reminders only work for active participants.
Send bulk reminders
The most efficient way to remind participants is by sending a bulk reminder from the campaign’s detail page. This allows you to target users based on their completion status.
Navigate to Performance > Campaigns or Engagement > Surveys.
Select the campaign you want to manage.
Click Remind in the top-right corner of the page.
Choose which group of participants will receive the reminder:
Not started: Sends an email to individuals who have not yet begun their preparation.
In progress: Sends an email to individuals who have started but not completed their preparation.
In interview: Sends an email to individuals who have not yet completed their final review.
All participants: Sends an email to all active campaign participants who have not yet finished.
A window will appear where you can write the reminder message for the email.
Click Send.
💡 Tip: For a final push near a deadline, use the All participants option to send one message to everyone who hasn't finished, regardless of their status.
Send individual reminders
There are times when you may need to remind a single person. The process for this depends on your user role.
For HR
HR can remind any participant in any campaign. Group HR can only remind participants who belong to the groups they manage.
Go to Performance > Campaigns or Engagement > Surveys.
Select the relevant campaign and find the user you want to remind.
Click the three dots at the end of the user's row and select Remind participants.
For Managers and Reviewers
If you are a manager, you can remind your direct reports from the My Team tab. If you are assigned as a reviewer (but not the manager), you can send reminders from your Dashboard.
As a Manager: Navigate to the My Team tab, find the relevant employee and review, click the three dots, and select Remind participants.
As a Reviewer: Go to your Dashboard > Reviewer only tab, find the person you need to remind, click the three dots, and select Remind participants.
FAQs
Can I customise the reminder email?
Can I customise the reminder email?
Yes. When you choose a group to remind, a text box will appear, allowing you to write a custom message for the email body before sending it.