2087863 - Email Notifications - Customize Settings for Form Templates - Performance Management

This article explains how to control the customized settings for certain email notifications.

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SAP SuccessFactors Performance Management

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• Certain email notifications can be customized to be sent to additional roles (example: Employee, Manager, HR Rep, Matrix Manager);
• It is possible to set the interval that the notifications will be sent when they are consolidated;
• The email notification settings can be customized on a per-template basis.

1. Go to Admin Tools > Company Settings> Email Notification Template Settings.
2. Choose the email template to be updated e.g. Document Creation Notification
3. Click the link Customize Settings for Form Templates. 

     
A pop-up screen appears with each active form template listed.

    4.  On a per-template basis you can choose whether to Enable notifications for each template, whether emails are consolidated and sent at specific intervals, and which additional roles should receive them:

Note: If you want to deselect selected additional recipients, keep pressing control key and click to deselect additional recipients.

Email templates which allow this level of customization include:

• For Documents: Creation, Routing, Reject, Forward and Completion notifications
• For Goals: Creation, Deletion and Modification notifications
• For Reports: Failure, Warning and Success notifications

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