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Customize the invitation email for a performance cycle

Improve communication clarity and increase participation rates by customizing the invitation email sent to participants in a performance cycle.

Customize your invitation emails to create a clearer, more engaging experience aligned with your performance management process.

A well-crafted invitation message helps:

  • Increase participation rates

  • Clearly explain the purpose of the evaluation

  • Standardize communications sent to employees

Steps to customize the invitation email

  1. Go to the Performance Management module

  2. Open the Evaluation Cycles section

  3. Select the cycle you want to configure

  4. Navigate to Scheduling Settings > Customize Email

You will then be able to customize:

  • The email subject line

  • The message sent to participants

  • Important information related to your evaluation process

You can also add translations if needed.

💡 We recommend keeping the message simple and clear to encourage employee participation.

Writer's block? 🤯 No worries — the platform provides a default template to help you get started quickly.

Example invitation message

Hello,

You are invited to complete a 360 feedback as part of our performance management process.

Please complete your questionnaire before June 15.

Your participation contributes to team development and the continuous improvement of our workplace environment.

There are no right or wrong answers — simply feedback based on your experience.

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