This enhancement adds the option to consolidate the Performance Plan Digest of Activities to include multiple performance plans in a single email.
Talent Management – Performance
Applicable Releases: 23.04 and greater
In PeopleFluent Performance, workflow processes can be configured to send task reminders and notifications to participants, and there is the option to group these tasks and notifications into a digest, typically sent daily. This digest email shows all the tasks and notifications for a single Performance plan, and displays up to 10 tasks and 10 notifications from that plan.
The digest option is in the Performance plan configuration page in the Basics section.
Figure: Existing Summary Digest Option
In the 23.04 update, the digest now has an option to further consolidate the notifications and tasks into a single email that displays tasks and notifications from up to 10 Performance plans, with up to 10 tasks for each plan and up to 20 notifications (from all plans that have the digest enabled). Links to the application are provided in case there are more tasks or notifications than are displayed in the email.
This option is activated by a new setting on the Performance Settings page: Consolidated Performance Digest Email Enabled, which defaults to False.
Figure: New Consolidated Performance Digest Option
- Note: The digest option must still be set on the Performance plan basics page.
There is also a new notification template group, Performance Plans Consolidated Digest of Activities, that you can use to configure the consolidated digest email separately from the existing Performance Plans Digest of Activity notification template group.
The Performance Auto-Reminder Notifications scheduled job will send the new consolidated digest, as it does for the regular digest.