Overview
Factorial sends notifications to alert users about updates in:
- Performance Reviews: start of a review, new targets, peer assignments, published or republished self-evaluations.
- Action Plans: plan initiation, manager or employee signatures, PDF generation.
- Goals: assignment of key results or achievement of objectives.
- Feedbacks: feedback requests or submitted feedback.
These notifications ensure that users are aware of pending actions, completed steps, or new responsibilities, helping to maintain transparency and keep performance processes on track.
Know the notification types
Notifications appear in your Factorial inbox, via email, or as push notifications depending on your settings.
Performance Reviews
| Notification Name | Description | Recipient | Example / Email Subject |
|---|---|---|---|
| Performance review process started | Notifies each reviewer when a review process is launched | All reviewers in the process | "New review 'Q1 2026 Performance Review' needs your action." |
| New targets to review | Notifies reviewers when new targets are added or a reviewer is replaced | Reviewers assigned to new targets | "You have new evaluations to complete in 'Q1 Review'" |
| Assign peers to new targets | Notifies managers that they must assign peers to new targets in a peer review | Managers of added targets | "You have new peers to assign in 'Q1 Review'" |
| Employee assigned as peer | Notifies the employee when they are assigned as a peer reviewer | Employee assigned as peer | "You have new peer evaluations waiting for your answer: 'Q1 Review'" |
| Reviews to fill reminder | Sends a manual reminder to reviewers with evaluations pending publication | Reviewers with unpublished evaluations | "Performance review ending soon!" |
| Evaluation published by reportee | Notifies the manager when a reportee publishes their self-evaluation (requires early access) | Manager of reportee | "Self evaluation published by Alice García" |
| Evaluation republished by reportee | Notifies the manager when a reportee republishes their self-evaluation | Manager of reportee | "Alice García republished their self-review" |
Action Plans
| Notification Name | Description | Recipient | Example / Email Subject |
|---|---|---|---|
| Agreement initiated for employee | Notifies the employee when an action plan is started for them | Employee target | "Performance action plan started" |
| Agreement initiated for manager | Notifies the manager/reviewer when an action plan is started for one of their targets | Manager/reviewer | "Performance action plan started for Alice García" |
| Agreement signed by manager | Notifies the employee when the manager signs the action plan | Employee target | "Your action plan is ready to submit" / "Your action plan is completed" |
| Agreement signed by target | Notifies the manager when the employee signs the action plan | Manager/reviewer | "Action plan submitted by Alice" |
| Agreement document uploaded | Notifies when the PDF of the action plan is generated (inbox only) | Employee target + Manager | (Inbox) "Action plan PDF successfully generated" |
Exports / Requests (To-Do)
| Notification Name | Description | Recipient | Example / Email Subject |
|---|---|---|---|
| Review process exported | Notifies the user who requested the export when it is complete | User who requested the export | "Q1 2026 Performance Review export is ready" |
| Pending evaluations to complete review process | To-do for reviewers with evaluations pending publication | Logged-in reviewer | "You have 1 or more pending evaluations to complete in Q1 Review." |
| Pending peer nomination for review process | To-do for managers who need to assign peers | Logged-in manager | "You have 1 or more peer assignments to complete in Q1 Peer Review." |
Goals
| Notification Name | Description | Recipient | Example / Email Subject |
|---|---|---|---|
| New key result assigned | Notifies the employee when a new key result is assigned | Employee assigned the key result | "New key result assigned" |
| Key result achieved | Notifies the manager when an employee achieves a key result | Manager of the employee | "Alice has achieved a key result" |
Feedbacks
| Notification Name | Description | Recipient | Example / Email Subject |
|---|---|---|---|
| Feedback request created | Notifies people who are asked to give feedback | Recipients of the feedback request | "New feedback request from Alice" |
| Feedback created | Notifies the employee when someone writes feedback about them (not sent if manager-only) | Employee receiving feedback | "New feedback from Carlos" |
How to Use
Act on notifications
- Click the notification link to access the relevant review, goal, feedback, or action plan.
- Complete pending evaluations, assign peers, or sign action plans as required.
Use the To-Do items in the Inbox
- Reviewers: complete pending evaluations.
- Managers: assign peers to targets when needed.
Send reminders strategically
- Admins can send manual reminders for evaluations that are pending publication.
Tips and Best Practices
- Check your notification settings to make sure you receive important updates.
- Respond to notifications promptly to keep review cycles on schedule.
- Avoid sending multiple reminders at once; prioritize urgent pending actions.
FAQ
-
Who receives performance review notifications?
Depending on the type, notifications go to reviewers, managers, or employees (targets).
-
Can I disable specific notifications?
Yes, in your profile → Notifications → Performance, Goals, or Feedbacks.
-
What is a To-Do in my Inbox?
A To-Do indicates a pending action, such as completing an evaluation or assigning peers.
- Are notifications sent for peer reviews?
Yes. Managers are notified to assign peers, and employees are notified when they are assigned as peer reviewers.