Ad Hoc Review Emails

An email can be sent on an ad hoc basis through the review process. These emails can be configured as an email template or created on the spot within the review.

 

Follow the steps below to send an ad hoc email:

  1. Click on the Reviews tab.

  2. Click on Reviews from the drop-down menu.

  3. Click Edit on the Review.

  4. Select the User(s) you wish to send the email to.  The email will be sent to the user only and not their Manager.

  5. Click Send Email.

  6. You can choose to select an email template that you have already pre-configured or create the email here by completing in each field. Note: emails created here will not be stored to the email template library for later use.

  7. To send the email, click Send.

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