PerformYard allows Administrators to set up default notification settings for their organization. Users will always be able to further customize their preferences, but the organization’s default settings serve as their starting point. These settings will be provisioned to every new user when they log into PerformYard for the first time. Below are the different notifications for the three types of notification emails: Daily, Weekly, and Admin Weekly. Below each section is also a description of what a user should expect to receive from PerformYard if that particular notification is turned on. 


Daily Event Notifications


The first page of notification settings allows you to define which notifications you’d like employees to receive on a daily basis. You can customize each of these notifications to come one of two ways, grouped daily at a select time or individually as soon as possible (ASAP). If you choose the daily option you have the ability to select whether employees will receive emails once or twice a day as well as the timeframe for when you would receive those updates. Be sure to click the save button after you make changes to the once/twice daily time slots. If you select ASAP then an email notification will be sent to employees within 20 minutes of that event taking place within PerformYard. 


For each event you have three options to choose from: 

  • ASAP: You will be notified about new items within 20 minutes. 
  • Daily: You will be notified about these topics once or twice a day at times that you decide.
  • Off: You will not receive daily event notifications about this topic. 


Review Events

  • Review form about you completed -  Employees will receive a notification when a review form about them has been completed and is ready for them to view.

  • Review form due within 24 hours - Employees will receive a notification when a review form is due within the next 24 hours. 

  • Review form due within 72 hours - Employees will receive a notification 72 hours before a review form is due.

  • Overdue review form - Employees will receive a notification once a form has passed its due date; this overdue form notification will continue daily for up to one week if the form remains incomplete. 

  • Review form sent back to you - Employees will receive a notification if a form has been sent back to the employee to revise or update.

  • Review form available to author -  Employees will receive a notification once a form becomes available for the employee to act on as an author.

  • Review form available to sign - Employees will receive a notification once a form becomes available for the employee to act on as a signer.


Goal Events

  • Goal assigned to you - Employees will receive a notification when a goal has been created by someone else and assigned to them.

  • Goal updated - Employees will receive a notification when a goal that is assigned to the employee has an update such as edits, messages, and value changes.

  • Goal due within 24 hours - Employees will receive a notification 24 hours before a goal is due.

  • Goal shared with you - Employees will receive a notification when a goal is shared with them.

  • Shared goal updated - Employees will receive a notification when a goal that is shared with them has an update such as edits, messages, and value changes. 

  • Goal assigned to direct report - If the employee is a manager, the employee will receive a notification when a goal has been assigned to their direct report.

  • Direct report’s goal updated - If the employee is a manager, the employee will receive a notification when any of their direct reports’ goals are updated including edits, messages, and value changes.

  • Direct report’s goal due within 24 hours - If the employee is a manager, you will receive a notification 24 hours before a direct reports’ goal is due.


Feedback Events

  • Received feedback - Employees will receive a notification when feedback has been given to them.

  • Received feedback about a direct report - Employees will receive a notification when feedback has been given about one of their direct reports that is shared with the manager.

  • All Organization-Wide Feedback (Recognition) - Employees will receive a notification whenever any other employee has been given company-wide recognition.


To-Do Events

  • To-do due within 24 hours - Employees will receive a notification 24 hours before a to-do is due.

  • To-do assigned - Employees will receive a notification when a to-do has been assigned to them.


Manager Events


  • New direct report - Employees will receive a notification when they are assigned a new direct report within PerformYard.


Weekly Digest


In addition to daily notifications, employees also receive a weekly digest summarizing past events and upcoming due dates. You can define the day of the week and timeframe during the day you’d like employees to receive the weekly digest and select On/Off for individual topics to include tailor what goes in their weekly digest. If you select Off forn each topic, you will disable the weekly digest.


Review Events

  • Review form(s) due in the next week - Employees' weekly digest email will include how many review forms assigned to them are due within the next week.

  • Overdue review form(s) (author) - Employees' weekly digest email will include how many review forms where they are the current author are overdue from within the last month.

  • Overdue review form(s) (signer) - Employees' weekly digest email will include how many review forms where they are the current signer are overdue from within the last month.

  • Overdue review form(s) (awaiting submission) - Employees' weekly digest email will include how many review forms where they are a future actor (either author or signer) awaiting submission from another user are overdue from within the last month.

  • Review form(s) to work on - Employees' weekly digest email will include how many review forms are available for them to work on.


Goal Events

  • Goal(s) due in the next month - Employees' weekly digest email will include how many goals of theirs are due within the next month.

  • Goal(s) due in the next week - Employees' weekly digest email will include how many goals of theirs are due within the next week.

  • Overdue goal(s)- Employees' weekly digest email will include how many goals of theirs are overdue.

  • Unread goal update(s) - Employees' weekly digest will include how many of their goals have updates that they have not seen.

  • Direct report’s goal(s) due in the next month - Employees' weekly digest email will include how many goals of their direct reports are due within the next month.

  • Direct report’s goal(s) due in the next week - Employees' weekly digest email will include how many goals of their direct reports are due within the next week.

  • Direct report’s overdue goal(s) - Employees' weekly digest email will include how many goals of their direct reports are overdue.

  • Unread update(s) on direct report’s goal(s) - Employees' weekly digest will include how many of their direct reports’ goals have updates that have yet to be viewed.


To-Do Events

  • To-do(s) due in the next week - Employees' weekly digest will include who many to-do(s) that are due in the next week.

  • To-do(s) available to work on - Employees' weekly digest will include how many to-do(s) are open for them to work on.

  • Overdue to-do(s) - Employees' weekly digest will include how many to-do(s) are currently overdue.


Manager Events

  • Direct report work anniversary - Employees' weekly digest will include which of their direct reports have work anniversaries in the next month.


Admin Weekly Digest


Administrators can receive an additional weekly email summarizing certain changes to employee information. You can select On/Off for each topic to include it in your Admin weekly digest. If you select Off for each topic, you will disable your own Admin weekly digest. Select the day of the week and time of day when you would like to receive this email.


General Events

  • Added user(s)- Your admin weekly digest will include which users have been added in the last week.

  • Deactivated users(s) - Your admin weekly digest will include which users were deactivated in the last week.

  • Notify data field change(s) - Your admin weekly digest will include which users have had changes made to specified data fields in the last week.

  • Work anniversary - Your admin weekly digest will include which employees have upcoming work anniversaries in the next month.