Custom Notification When Creating Performance Documents

Summary:

Hello,

Our organization is looking to implement a performance notification that triggers when a performance evaluation is automatically created by the system using the mass eligibility batch process. This is especially important for us as we’re setting up probationary evaluations that are initiated based on the probation period, and we’d like line managers to be notified when an evaluation is ready for them to complete.

We’ve noticed that when using the 'Create a Document' action under Performance Document, the line manager receives an FYI notification. However, this doesn’t seem to occur when the evaluation is created via the batch process. I came across an idea from 2020 regarding this issue, but it looks like it hasn’t been delivered.