Goals

To activate and setup the Goal notification function:

  1. From the main menu, click System Setup, then click E-Mail Alerts.
  2. Click on the Goals tab.
  3. Under Choose Recipients, click the Employee box to send e-mails to employees and/or the Appraiser box to send e-mails to appraisers.
  4. Under Choose e-mail type and schedule, click in the Reminders box. Choose when the notifications will be sent by clicking in the appropriate box. The notifi­cation can go out 30 days, 2 weeks, 1 week, and/or a custom amount of days before the Goal is due.
  5. In the Subject box, edit the default text as desired.
  6. In the Message box, edit the default text as desired. Basic word processing functions are available for this area.
  7. Click Spelling and/or Language Check to review your text.
  8. Click Save on the toolbar.

The e-mail will be sent to the address shown in the E-mail field on the Employee Data screen.