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General Set Up

Configuration Workbook

General Set Up

Use the following chart to identify which email notifications you would like to use. Additionally, you
can customize the text for most email notifications.
Notification

Default

Our Text

Enforce Email
Option

Administrator selection

N/A

Outlook Calendar
Integration

Subject: Calendar Reminder

Subject:

Body: A calendar entry will be added


to your outlook calendar reminder.
[[CMD_ATTACH_CALENDAR]]

Body:

Disabled User

Subject: Disabled User Notice from


PerformanceManager

Subject:

Body: Please be advised that the


user account for [[EMP_NAME]] has
been deactivated. The following
document(s) are currently in
[[EMP_NAME]]'s Inbox folder and
waiting for completion [[DOC_LIST]]

Body:

Subject: Document Creation Notice


from PerformanceManager

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] has been
created for you by [[SENDER]] and is
now available in your
PerformanceManager Inbox folder.
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: [[DOC_TITLE]] Routing


Notice

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] is now
available in your
PerformanceManager Inbox folder for
your [[DOC_ACTION]].
This document was last with
[[SENDER]] and
[[IS_WAS_DUE_ON]]. Comments
from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: [[DOC_TITLE]] Routing


Notice

Subject:

Document Creation

Document Routing

Document Reject

General Set Up
Configuration Workbook

General Set Up

Notification

Document
Completed

Document Forward

Document Routing
Skip

Default

Our Text

Body: Please be advised that the


document [[DOC_TITLE]] has been
reviewed and rejected by
[[SENDER]]. The document is now in
your PerformanceManager Inbox
folder for your modification.
This document [[IS_WAS_DUE_ON]],
and comments from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: [[DOC_TITLE]] Completed


Notice

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] for
[[EMP_NAME]] is completed. If you
have participated in the review
process, you can view the final
version of the document in your
PerformanceManager Completed
folder.
[[SIGNATURE]]

Body:

Subject:[[DOC_TITLE]] Routing
Notice

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] is now
available in your
PerformanceManager's Completed
Folder for your review. This is a
'read-only' document, completed on
[[DOC_COMPLETION_DATE]] and
can not be modified.
Comments from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject:[[DOC_TITLE]] Routing
Notice

Subject:

General Set Up
Configuration Workbook

General Set Up

Notification

Default

Our Text

Body: Please be advised that the


document [[DOC_TITLE]] is now
available in your
PerformanceManager for your
[[DOC_ACTION]].
This document was last with
[[SENDER]] and
[[IS_WAS_DUE_ON]]. Comments
from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: [[DOC_TITLE]] Workflow


Progress Notice

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] has moved
from the [[FROM_STEP_DESC]]
phase to the [[TO_STEP_DESC]]
phase.
This document was last with
[[SENDER]] and
[[IS_WAS_DUE_ON]].
[[SIGNATURE]]

Body:

Subject: Goal Creation Notice from


PerformanceManager

Subject:

Body: Please be advised that the


objective
[[OBJ_NAME]]
has been created for you by
[[OBJ_SENDER]].
[[SIGNATURE]]

Body:

Objective/Goal
Delete

Subject: Goal Deletion Notice

Subject:

Body: Please be advised that the


goal [[OBJ_NAME]] has been deleted
from your goal plan by
[[OBJ_SENDER]].
[[SIGNATURE]]

Body:

Objective/Goal
Modification

Subject: Goal Modification Notice

Subject:
Body:

You must contact


SuccessFactors
operations to
enable this
message.

Body: Please be advised that in the


period since [[LAST_EMAIL_DATE]],
objectives on [[GOAL_OWNER]]'s
objective plan "[[OBJ-PLAN-NAME]]"
were last modified by users other
than yourself.
[[OBJ_LIST]]

User Import

(Cannot be edited)

N/A

Document Routing
Exit

Objective/Goal
Creation

General Set Up
Configuration Workbook

General Set Up

Notification

Default

Our Text

Mass Create Form


Instance

(Cannot be edited)

N/A

Mass Create
Compensation

(Cannot be edited)

N/A

Group Import

(Cannot be edited)

N/A

Live Profile Import

(Cannot be edited)

N/A

Objective/Goal
Import

(Cannot be edited)

N/A

Report Process

(Cannot be edited)

N/A

Document Due

Subject: [[DOC_TITLE]] Due in


[[NO_OF_DAYS]] days

Subject:

Body: Please be advised that the


document [[DOC_TITLE]]
[[IS_WAS_DUE_ON]].
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: [[DOC_TITLE]] is Late for


[[NO_OF_DAYS]] days

Subject:

Body: Please be advised that the


document [[DOC_TITLE]]
[[IS_WAS_DUE_ON]].
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: Welcome to
PerformanceManager

Subject:

Body: Here is your Logon


information:
Username: [[EMP_USERNAME]]
Password: [[EMP_PASSWORD]]
You can access the
PerformanceManager at the following
URL:
[[LOGIN_URL]]
[[SIGNATURE]]

Body:

Subject: Your New Password from


PerformanceManager

Subject:

Document Late

Welcome Message

Password Changed

General Set Up
Configuration Workbook

General Set Up

Notification

Forget Password
Support

Employee Transfer

Email Signature
Appended to
almost every
message in this
table

Step Due

Default

Our Text

Body: Please be advised that your


password for PerformanceManager
has been changed.
Your new password is:
[[EMP_PASSWORD]]
(As a reminder, your Username is:
[[EMP_USERNAME]])
[[SIGNATURE]]

Body:

Subject: Password Support from


PerformanceManager

Subject:

Body: Here is your current password:


[[EMP_PASSWORD]]
You can access the
PerformanceManager application at
the following URL:
[[LOGIN_URL]]
This is a system-generated message
through "Forget Password Support"
requested by you. If you believe this
is an error, please contact your
support immediately.
[[SIGNATURE]]

Body:

Subject: Document Transfer Notice


from PerformanceManager

Subject:

Body: Please be advised that the


approval chain of the following
documents has been modified to use
[[XFER_TO_NAME]] rather than
[[XFER_FROM_NAME]] as the
supervisor for [[EMP_NAME]] [[DOC_LIST]]
Going forward, [[XFER_TO_NAME]]
will be the default routing participant
and will be able to view all historical
documents for [[EMP_NAME]].
[[SIGNATURE]]

Body:

Subject: N/A
Body: ---------------------------PerformanceManager
Copyright 2008 SuccessFactors, Inc.
All rights reserved.
This message was sent by the
PerformanceManager application.
For questions about this application,
please contact the technical support
personnel.

Body:

Subject: Step Due

Subject:

General Set Up
Configuration Workbook

General Set Up

Notification

Step Over Due

New Applicant

Scheduled Report
Failure

Scheduled Report
Warning

Default

Our Text

Body: Please be advised that the


[[STEP_NAME]] step for the
document [[DOC_TITLE]]
[[IS_WAS_DUE_ON]].
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: Step Over Due

Subject:

Body: Please be advised that the


[[STEP_NAME]] step for the
document [[DOC_TITLE]]
[[IS_WAS_DUE_ON]].
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
[[SIGNATURE]]

Body:

Subject: New Applicant Notice

Subject:

Body: New Applicants have applied


Job Requisition.

Body:

Subject: Scheduled Report has


Failed

Subject:

Body: Report status: FAILED


Your report request,
[[PROCESS_ID]], encountered
error(s) during processing.
Your report was not created. Please
try scheduling the report again, or
contact your WPM administrator for
further assistance.
[[ERRORS]]

Body:

Subject: Scheduled Report Warning

Subject:

Body: Status: Completed With


Warning(s)/Error(s).
Your report request,
[[PROCESS_ID]], was completed but
encountered errors during
processing. Your report is available
for downloading from the Scheduled
Reports page; however, please note
the following warnings or errors:
[[ERRORS]]
To access the report, click the link
below to log into Performance &
Talent
Management, then click the Analytics
Tab (v10)/Reports Button (v9) and the
Scheduled Reports link in the left

Body:

General Set Up
Configuration Workbook

General Set Up

Notification

Default

Our Text

menu. You'll see your report listed on


that page.
[[LOGIN_URL]]
Scheduled Report
Success

Subject: Scheduled Report Success


Notice

Subject:

Body: Status: SUCCESSFUL.


Your report request,
[[PROCESS_ID]], completed
successfully. Your report is ready for
downloading from the Scheduled
Reports page.
[[LOGIN_URL]]

Body:

Subject: EZ Note Status

Subject:

Body: This note was sent to your


SuccessFactors account on
[[EZNOTE_CREATE_DATE]].
\nAbout:
[[EZNOTE_ABOUT_WHOM]]
Written By: [[EZNOTE_SENDER]]
Topic: [[EZNOTE_TOPIC]]
\n\nMessage:
[[EZNOTE_BODY]]
\nYou can log in to [[LOGIN_URL]]
anytime to see your entire list of
Notes.

Body:

External Candidate
Forget Password
Support

Subject: Password Notification

Subject:

Body: Here is your current password:


[[EMP_PASSWORD]]
This is a system-generated message
through "Forget Password Support"
requested by you. If you believe this
is an error, please contact your
support immediately.

Body:

Job Application

Subject: Job Application


Confirmation

Subject:

Body: Please be advised that you


successfully applied for the following
position:
[[JOB_REQ_ID]]
[[JOB_REQ_NAME]].

Body:

Subject: 360 Document Approval

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] is now
available in your
PerformanceManager Inbox folder for
your approval of the following
feedback team selection:
[[PM360_FEEDBACK_TEAM]]

Body:

EZ Note

360 Document
Approval

General Set Up
Configuration Workbook

General Set Up

Notification

Default

Our Text

This document was last with


[[SENDER]] and
[[IS_WAS_DUE_ON]].
Comments
from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]
360 Document
Evaluation

Subject: 360 Document Evaluation

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] is now
available in your
PerformanceManager Inbox folder for
your [[DOC_ACTION]].
This document was last with
[[SENDER]] and
[[IS_WAS_DUE_ON]]. Comments
from [[SENDER]] are:
[[DOC_COMMENT]]
You can access this document at the
following URL:
[[DOC_ACCESS_URL]]

Body:

360 Document
Kickoff

Subject: 360 Document Kickoff

Subject:

Body: Please be advised that the


feedback process for your
[[DOC_TITLE]] has been started and
the team selection has been
approved as follows:
[[PM360_FEEDBACK_TEAM]]

Body:

360 Document
Complete

Subject: 360 Document Completed

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] for
[[EMP_NAME]] has been reviewed
and completed by [[SENDER]].
This document [[IS_WAS_DUE_ON]],
and comments from [[SENDER]] are:
[[DOC_COMMENT]]

Body:

360 Document
Reject

Subject: 360 Document Rejected

Subject:

Body: Please be advised that the


document [[DOC_TITLE]] has been
reviewed and rejected by
[[SENDER]].
This document [[IS_WAS_DUE_ON]],
and comments from [[SENDER]] are:
[[DOC_COMMENT]]

Body:

Subject: 360 Document Benchmark

Subject:

360 Document

General Set Up
Configuration Workbook

General Set Up

Notification
Benchmark
Calculation
Completion

Default

Our Text

Calculation Completed
Body: Please be advised that the
benchmark calculation for
[[FORM_NAME]] with
[[START/DUE/END]] date between
[[FROM]] and [[TO]] has completed.
You can now apply these benchmarks
to the forms in Admin Tools.

Body:

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