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
Go to the menu and select Performance > Customize
Open the Cycles section
Select the cycle you want to configure
Navigate to Step 4 > Communications
You will then be able to customize:
The audience
The stages during which an email will be sent
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,
Your collaboration with _______ is one of the important perspectives that can help better understand their impact at _____your organization's name___.
Take a few minutes to answer questions about your recent interactions, your experience working together and what helps collaboration go well.
There are no right or wrong answers.
Simply answer based on what you’ve observed or experienced recently.
Share your experience before ________.
Thank you for helping build a culture where simple, regular feedback helps everyone grow!