Create review reminders for Targets and Raters
Product Guides for EchoSpan 360-Degree Feedback
Target reminders and Rater reminders can be sent from the system to remind users who have not yet completed their survey assignments.
Self Evaluation Reminders:
1. Queue the self-evaluation reminders using the " Create Email Messages Now " button which is located at Email >> Edit Email Templates >> Target Messages >> Self-evaluation Reminder. Using this feature will queue self-evaluation reminders for all targets that have not finished their self-evaluation. After you select "Create Email Messages Now", go to Email >> Queued Message to preview and send the emails.
2. Alternatively, you can queue Self-Evaluation Reminders by going to Raters >> Manage:
- From the drop-down menu, select Raters >> Manage.
- Click the alarm clock icon at the top of the page and then select the type of email message you want to create.
- If you are only sending messages to a select number of individuals, check the box next to the names of the Raters you want to create email messages for, then click the button to create and queue messages for "Selected Raters".
- If you wish to create the email messages for ALL qualified recipients, click the button to create and send messages for "All Eligible Raters Listed Below".
- Lastly, go to Email >> Queued Messages to preview and send the emails.
Rater Reminders:
**You can utilize one of the below options to send standard rater reminders or if you prefer to send summary reminders click here .
1. Queue the rater review reminder using the " Create Email Messages Now " button which is located at Email >> Edit Email Templates >> Rater Messages >> Reminder to Complete Review . Using this feature will queue rater review reminders for all eligible raters (those that are not in Finished status). After you select "Create Email Messages Now", go to Email >> Queued Message to preview and send the emails.
2. Alternatively, you can queue Rater Reminders by going to Raters >> Manage:
- From the drop-down menu, select Raters >> Manage.
- Click the alarm clock icon at the top of the page and then select the type of email message you want to create.
- If you are only sending messages to a select number of individuals, check the box next to the names of the Raters you want to create email messages for, then click the button to create and queue messages for "Selected Raters".
- If you wish to create the email messages for ALL qualified recipients, click the button to create and send messages for "All Eligible Raters Listed Below".
- Lastly, go to Email >> Queued Messages to preview and send the emails.
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