Performance activity notifications
  • 07 Aug 2023
  • 2 minutes to read

Performance activity notifications


Article Summary

Performance activity notifications are managed and sent using the centralised notification system. This means that Site Administrators can configure the available performance activity notifications and when and how they are sent site-wide, while other users can configure which notifications are sent by editing a performance activity and going to the Notifications tab.

It is recommended that you configure your performance activity notifications at the site level first (via Quick-access menu > Notifications), then as you set up each performance activity you will be able to further configure the notifications as required.

You can toggle each notification type on, and expand each section to determine which participants will receive the notification. Even once an activity has been activated, you can still change the notification settings.

When choosing who will receive a notification, you may want to consider the needs of each relationship. For example, any relationship set to be a view-only participant may not want to be notified when instances are created, but may want to be notified when they are completed so they can go and view the responses. Another example is that it may be the case that only managers and subjects want to receive notifications about the Completion of subject instance. It is advisable to consider relationships when configuring notifications to avoid sending unnecessary or unwanted notifications. 

Notifications can be triggered for a range of performance activity events. As with other notifications in the centralised notifications system, you can change or add notification placeholders and multi-language content.

Notifications are only sent for active, open performance activity instances. After an instance is closed, even if it is closed before the due date, no more notifications will be sent (unless it is subsequently reopened).

Configuring the notifications for an individual performance activity.

Troubleshooting

Notification logs are a useful tool for troubleshooting your performance activity notifications if you encounter issues. To track down which notifications were sent as part of a performance activities, review the notification logs for that active performance activity. You can identify which notifications have been sent for each notification event, but note that there may be multiple notifications using the same name. 

In some cases, you will have to compare the notification recipient and the activity subject with the notification settings in order to confirm that the behaviour is correct. A common issue is that when notifications are amended, the notification recipient and notification placeholders are mismatched, which results in notifications that do not make sense.

Get involved in the conversation about Performance management in the Totara Community.

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.

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