BLOOM Email Reminders for Due/Overdue Items

BLOOM sends email reminders to admins, executives, supervisors, and team members.

These settings are set at two levels: by Administrators and by individual Team Members.


Administrator Settings

Go to Admin > System Settings

Go to the Automatic Emails section and turn on the reminders that you want to have sent weekly. 
 

TEAM MEMBERS 

  • When: Monday Morning 
  • Due/Overdue within:  14 days
  • What: Shows Performance Ddialogues, Development Goals, Growth Goals (Goals, Objective, Strategy, Tactics), and Activities Due/Overdue 

MANAGERS 

  • When: Monday Morning
  • Due/Overdue within:  30 days
  • What: Shows Team Member Performance Dialogues, Goals, Activities

ADMINS/EXECUTIVES

  • When: Monday through Friday Mornings 
  • What: Shows pending approvals for all Role Changes and Performance Dialogues.
Important notes:
  • If everything is caught up (nothing is due or overdue) an email WILL NOT be sent. 
  • The team member must have a valid email address entered in their profile.
  • The receipient will have the ability to unsubscribe from these notices.

 
Individual Team Member Settings
Go to People and select a Team Member. Click Edit Profile.
Scroll to the bottom of the Profile page to System Notifications. 
Here individuals can select their personal notification preferences.
  • Whether they want instant notofications for Kudos and Feedback
  • Whether they want personal emails sent on Mondays for items due/overdue
  • For managers, whether they want Team Member and Personal emails sent on Monday mornings