When sending a set of performance review questions to your team, you can choose which emails to include during the set up. There are 4 emails you can include:
Survey email - mandatory - sent with personal link to questionnaire.
Warm up email - optional - sent 24 hours before the survey email, or if there is not enough time it will be sent as soon as you schedule the review.
Auto-reminder emails - optional - sent 3 times during open period
Thank you email - optional
View the templates used for each email below. If you are sending a questionnaire to a group, you can customise these templates. If you sending to just one individual, the email cannot be customised.
Survey email (mandatory)
Subject line: Your organisation has sent you a short performance review to complete.
Hi NAME,
Your organisation has sent you a set of questions aimed at reviewing your goals and performance, to understand what’s working well, where you’d like to improve and where we can better support you.
Please click the link below to answer a few questions or copy and paste the link into your browser. The link is only for you so please do not pass it on to anyone else.
Your answers are not anonymous - your scores and comments are attributed to you. These answers may help inform your next 1:1 so please be as open and honest as possible.
[QUESTIONNAIRE LINK]
We would be grateful if you could complete your review as soon as you can.
Kind regards
(P.S. Please open your link in Google Chrome, Safari or Microsoft Edge. Note that if using old versions of Internet Explorer, you may receive errors.)
Warm up email (optional)
Subject line: A new review process begins soon
This email is to let you know that we will shortly be sending you a short set of questions to complete.
These questions are designed to help us understand what’s working well for you, what you’re finding challenging, evaluate the goals you have been working towards, and how we can better support you.
Shortly you will receive another email with a link to complete your questions. Please complete these in one go and as soon as you can.
Your responses will not be anonymous - your scores and comments will be attributed to you.
These answers can help form the basis of your next 1:1 so please be as open and honest as possible.
When the email arrives with your link, please jump right in!
Auto-reminder/Reminder email (optional)
Even if you choose not to include auto-reminders, you can still trigger bulk manual reminders from the Settings page of the Review, or individual reminders from the View Responses page of your Review.
Subject line: Reminder. Please complete this short performance review as soon as you can.
Hi NAME,
We recently sent you a few questions aimed at evaluating your performance and development at work. It doesn’t look like you’ve had a chance to take part yet.
Please click on the link below to complete your review, or copy and paste the link into your browser. The link is only for you so please do not pass it on to anyone else.
Your answers are not anonymous - your scores and comments are attributed to you. These answers may help inform your next 1:1 so please be as open and honest as possible.
[QUESTIONNAIRE LINK]
We would be grateful if you could complete your review as soon as possible.
Kind regards
(P.S. Please open your link in Google Chrome, Safari or Microsoft Edge. Note that if using old versions of Internet Explorer, you may receive errors.)
Thank you email (optional)
Subject line: Thank you for giving your feedback
Thank you for completing your questions. We appreciate you taking the time to give your feedback, and your answers will be reviewed shortly.
Many thanks again