Compensation Notifications

PerformYard tells managers when they have compensation decisions to make and reminds them as the due date approaches. You do not have to chase people manually.

What PerformYard sends

  • Compensation decision available to submit. Sent when a cycle opens. If your cycle is scheduled to start later, this waits until the start date rather than going out when you create the cycle. It is also sent to anyone newly named as an acting manager.
  • Compensation submission due within 72 hours. A first reminder, sent 72 hours before the due date.
  • Compensation submission due within 24 hours. A final reminder, sent 24 hours before the due date.
  • Overdue compensation decisions. Sent the day after the due date passes, then once a day for up to seven days.
  • Removed from team budget. Sent to a manager who is no longer responsible for a team's decisions. The email tells them no action is needed.

There is also a Compensation decisions available to submit entry that appears in the weekly PerformYard digest, showing how many decisions a manager has waiting with a link to get to them.

How reminder timing works

Reminders are counted back from your cycle's exact due date and time, not just the date. A cycle due at 5:00pm sends its 24 hour reminder at 5:00pm the previous day; a cycle due at midnight sends it at midnight. Worth keeping in mind when you set the due time, since it determines what time of day your managers get chased.

Two behaviors follow from that:

Short cycles get fewer reminders. If there is less than 72 hours between your start and due dates, the 72 hour reminder is skipped rather than fired immediately at cycle open, which would be misleading. The same applies to the 24 hour reminder on a cycle shorter than a day.

Changing the due date reschedules the reminders. If you edit a running cycle's dates, PerformYard clears the old reminders and sets new ones against the new due date. Managers will not get reminders aimed at a deadline that has moved.

Reminders stop when a manager is done

Once a manager has submitted their decisions, their remaining reminders for that cycle are cancelled. Managers who finish early are not chased, and the overdue notices only reach the people who still owe you something.

Choosing how often each one is sent

Each of the five notifications can be set to ASAP or Daily.

Out of the box:

  • Compensation decision available to submit and Removed from team budget are sent ASAP, because both are things a manager needs to know immediately
  • The 72 hour, 24 hour, and overdue reminders are sent Daily

The weekly digest entry is separate and can be removed from the digest independently of these five.

Setting defaults for your organization

Billing Admins, Admins, and Basic Admins set organization-wide defaults on the Notifications page under Administration > Company Settings.

Two things worth deciding before your first cycle rather than during it:

Overdue reminders repeat daily for a week. A manager who misses the due date and still has not submitted will hear from PerformYard up to seven times. Decide whether that suits your culture before a cycle is live.

Reopening a cycle notifies managers again. If you reopen a completed cycle, the available-to-submit notification goes back out to managers who still have decisions pending, not only the ones whose work you wanted revisited. Consider giving people a heads up first.

Individual settings

Everyone controls their own notification settings, so a manager can change what they receive regardless of your defaults. Your defaults apply to people who have not changed anything themselves.

Managers reach their own settings by hovering over their avatar in the upper right and selecting Settings, which opens the Notifications page.

If a manager tells you they are not getting compensation reminders, their own settings are the first place to look.

When notifications stop

Reminders are cancelled when you close or delete a cycle, so nobody is chased about work that no longer exists. Removed from team budget notices are not cancelled, because a manager still needs to know they are no longer responsible for a team.