How to Customize the Email Template for Review Reminder in Profit.co?

Category: Performance

In Profit.co, you can personalize the review reminder email notification sent to employees during a performance review cycle, directly from the Action Center settings.

What is the Review Reminder email notification in Profit.co?

The Review Reminder is an automated email notification sent to employees reminding them of pending performance review submissions. It is part of the HR administration action type under the Performance module in the Action Center.

Admins can customize the subject line and message body of this email to match their organization's tone and communication style.

Who can customize the Review Reminder email template in Profit.co?

Only users with Admin or HR Admin access can customize email notification templates through Settings → General → Notifications → Action Center.

Step 1

  • Click on Settings from the left navigation panel.
  • Under the General section, select Notifications.
  • On the Notifications page, click the Action Center tab from the top navigation.
  • Within the Action Center, click on the Performance tab to view all performance-related notification action types.

How to customize the Review Reminder email template in Profit.co?

Step 1

  • On the Performance Action Center page, find the HR Administration action type row.
  • You will see a list of notification menu groups, including Peers Added, Peers Approved, Review Reminder, and more.
  • Locate the Review Reminder tag within the HR Administration row.
  • Click the pencil (edit) icon next to it.

Step 2

  • In the side panel, toggle on the Email Notification switch at the top right to activate email delivery for this reminder.
  • Edit the Message field to personalize the email body.
  • Click Update to apply your customized email template.
  • Click Cancel to discard changes.

Best Practices for Customizing Review Reminder Email Templates

  • Keep the subject line clear and action-oriented so employees immediately understand what is needed.
  • Always include EMPLOYEE_NAME in the greeting to make the email feel personalized.
  • Use PENDING_ASSESSMENTS_LIST in the body to give employees direct context on what is outstanding.
  • Avoid removing the COUNT attribute from the subject; it helps employees gauge urgency at a glance.
  • Test the email by triggering a review cycle in a sandbox or pilot group before rolling out to the full organization.

Related Questions

Click here to learn more about how to manage notification preferences in Profit.co.

Frequently Asked Questions

Q1. Where do I find the Review Reminder email template in Profit.co?

Navigate to Settings → General → Notifications → Action Center → Performance tab. Under the HR Administration action type, click the edit icon next to the Review Reminder tag.

Q2. Can I enable or disable the Review Reminder email notification?

Yes. In the Edit Menu Group side panel, use the Email Notification toggle to enable or disable this email notification independently.

Q3. What dynamic placeholders are available for the Review Reminder email?

You can use EMPLOYEE_NAME, REVIEW_NAME, COUNT, and PENDING_ASSESSMENTS_LIST via the Insert Attributes option in the message editor.

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