How to Create Review Phase Reminders in Performance +

Overview:

Admins can now set up automated reminders for the Review Phase, nudging participants to complete their peer selection or submit their reviews before the sub-review end dates. This helps reduce manual follow-up during review cycles and keeps everyone on track across all review types.

TABLE OF CONTENTS

• Creating a Reminder
• Editing or Deleting a Reminder
• How Participants Are Notified
  • Email Notifications
  • In-App Notification
• Important Notes

Creating a Reminder

• Navigate to Settings > Reminders > Add Reminder.
  
  

• Under Reminder Type, open the dropdown and select Review Phase from the Performance+ category 
• Under the Send Date, fill in the number of days, weeks or months before the event due date. Event due date is referring to the due date(s) of sub-review phases i.e. Self Review, Manager Review, etc
• If you want the employees and managers to receive a reminder through email notification, you will need to ensure the Send notification by email is toggled On.
• Click Save.

• Your new reminder will appear under the Performance+: Review Phase section on the Manage Reminders page.

• Want more coverage? You can create multiple reminders with different lead times for the same Review Phase — for example, one at 7 days and another at 3 days before the end date. There's no limit to how many you can set up.

Editing or Deleting a Reminder

• Admins can always edit the reminder by click onto the 3 dots at the right side and click on Edit

• After saving the edit, admins will be able to see a banner pop up to notify that the Reminder has been saved successfully

• By clicking on the 3 dots at the right side of the reminder, admins can also choose to delete the reminder
• Upon clicking the Delete, a pop up will appear to re-confirm on the deletion of the reminder

• After clicking Delete, the reminder will be removed from the list and there will also be a banner showing that the Reminder has been deleted successfully

How Participants Are Notified

Participants are notified through two channels — email and in-app.

Email Notifications

• At 9:30 AM SGT on the scheduled reminder date, the system emails every participant who still has incomplete peer selection or outstanding reviews.
• Each email includes the review cycle name, relevant review details, and a button that takes the participant straight to their To-Dos in Omni.
• Separate emails go out per review type — Self Review, Peer Selection, Peer Review, Manager Review, Secondary Manager Review, and Upward Review — so participants only get reminders relevant to them.

Sample Email Notifications

Self Review

Peer Selection

Peer Reviews

Primary Manager Reviews

Secondary Manager Reviews

Upward Reviews

• If Send notification by email is toggled off, participants won't receive an email — only the in-app notification will be sent.
  
  

In-App Notification

• At the same time, a notification also appears in the participant's notification bell within Omni.
• The most recent notification always appears at the top of the list.

Important Notes

• Reminders only go to participants who still have incomplete peer selection or reviews at the time the reminder is triggered — anyone who's already completed their task won't be reminded.
• The reminder is tied to each sub-review phase's end date, with the send date calculated from your setup lead time.
• You can't save a reminder with identical settings to one that already exists — the system will block duplicates.
• Emails are always sent at 9:30 AM SGT, regardless of the participant's own timezone.

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