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Performance

Goal Due Reminder

RemindersGoalsPerformance

Installing this workflow tells Sense to watch every goal's due date on the Goal screen and email the employee and their manager 7 and/or 30 days before it's due, so targets don't quietly slip past.

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How it works

Turn on goal due date tracking then let Sense remind employees and managers before deadlines pass

  1. To use the Goal Due Reminder workflow, simply switch it on from the Workflow Hub (you'll need the Goal screen enabled).

  2. Then, every time a goal's due date on an employee's profile reaches the 30 day and 7 day windows before it's due, Sense will automatically check it against the reminder rule.

  3. If a goal is coming up for review, then the employee and their manager each get an email and a Sense task, so progress can be checked in before the deadline arrives.

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More performance workflows

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Mid-Year Review Workflow (2 Steps)Sense HR runs a quick two-step mid-year check-in: employees answer a short progress questionnaire, then managers review and sign off, with no extra stages. PerformanceReviewsMid-Year Mid-Year Review Workflow (4 Steps)Sense HR runs a fuller four-step mid-year review, adding a second round where employees sign off on manager feedback before a final manager comment. PerformanceReviewsMid-Year Performance ReviewSense HR runs your performance review cycle end to end, sending self-assessments to employees then routing them to managers for feedback and sign-off. PerformanceReviewsEmployee Profile

Common questions

What kicks this workflow off?

A Goal Due Date on an employee's profile reaching its 30 day or 7 day mark, provided the Goal screen is in use.

Who gets notified?

The employee and their manager, by email and a matching Sense task.

How far ahead does it warn us?

Twice: 30 days before the goal is due, and again 7 days before.

Can we change the timing or who's notified?

No. Goal Due Reminder uses Sense's fixed 7/30 day schedule and notifies the employee and manager; it isn't configurable.