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Admin Guide: Managing Notification Settings in Teamflect

Customize notifications to deliver timely, relevant updates without overwhelming users.

Written by Sue

Notification settings allow administrators to control how users receive updates from Teamflect. Admins can configure organization-wide notifications for goals, tasks, reviews, feedback, recognition, relationships, surveys, career activities, due dates, and birthdays.
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Use these settings to keep users informed about important activities while avoiding unnecessary notifications.
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Accessing Notification Settings

To access the Notification settings:

  1. Go to Admin Center.

  2. Select Settings.

  3. Select Notifications.

From here, you can configure how notifications are delivered and which notification types are available to users.

General Notification Settings

The top section of the Notification settings page controls the overall notification experience.

Setting

Purpose

Use case

Enable notifications for alternate emails

Allows users without email accounts to receive notifications through a designated contact email.

Enable this when some users need to receive Teamflect notifications through an alternate email address.

Receive notifications via

Determines whether users receive notifications via Email, Teams, or Email & Teams.

Use this to define where users receive Teamflect notifications.

Admin-locked

Prevents users from changing the selected organization-wide notification setting.

Use this when the organization requires a consistent notification configuration.

Note: Notification settings apply to all users in your organization. Users can customize their personal notification preferences from My Settings unless a setting is admin-locked.

Instant Notifications

The Instant notifications tab contains notifications that can be sent when specific activities occur.
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Each notification category can be enabled or disabled using its toggle. Administrators can also use the Admin-locked checkbox for individual notification types when users should not be able to change that preference.
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Goals

Goal notifications keep users informed about changes and activity related to goals.

Notification

Purpose

New Goal

Notifies users when a new goal is created for them.

Comments on goals the user owns

Notifies goal owners about comments on their goals.

Comments on goals the user created

Notifies goal creators about comments on goals they created.

Goal closed

Notifies users when a goal is closed.

Goal deleted

Notifies users when a goal is deleted.

Direct report deleted a goal

Notifies managers when one of their direct reports deletes a goal.

Manager edited direct report's goal

Notifies users when their manager edits their goal.

A goal you created has been deleted

Notifies users when a goal they created is deleted.

Goal check-in notifications

Sends notifications related to goal check-ins.

Goal approval notifications

Sends notifications related to goal approval activities.

Custom group notifications

Sends notifications related to custom goal groups.

Tasks

Task notifications keep users informed about task assignments and updates.

Notification

Purpose

New task assigned to user

Notifies a user when a new task is assigned to them.

Task completed

Notifies relevant users when a task is completed.

Mentions in comments

Notifies users when they are mentioned in a task comment.

Comments on tasks the user owns

Notifies task owners about comments on their tasks.

Comments on tasks the user created

Notifies task creators about comments on their tasks.

Task due date changed

Notifies users when a task's due date changes.

Reviews

Review notifications keep participants informed throughout the review process.

Notification

Purpose

New review assigned

Notifies a user when a review is assigned to them.

Reviewee submitted self-assessment

Notifies relevant users when a reviewee submits their self-assessment.

Review submitted

Notifies relevant users when a review is submitted.

Review finalized

Notifies relevant users when a review is finalized.

Surveys

Notification

Purpose

New survey assigned

Notifies users when a survey is assigned to them.

Survey completed by direct report

Notifies managers when a direct report completes a survey.

Feedback

Notification

Purpose

New feedback/self-assessment request

Notifies users when they receive a new feedback or self-assessment request.

Feedback/self-assessment request submitted

Notifies relevant users when a request has been submitted.

Feedback received

Notifies users when they receive feedback.

Direct report receives feedback

Notifies managers when their direct report receives feedback.

Recognition

Notification

Purpose

New recognition

Notifies users when they receive recognition.

Direct report receives a new recognition

Notifies managers when a direct report receives recognition.

User's recognition receives a comment

Notifies users when someone comments on their recognition.

Relationships

Notification

Purpose

Relationship request received

Notifies users when they receive a relationship request.

Relationship request accepted

Notifies users when their relationship request is accepted.

Relationship request rejected

Notifies users when their relationship request is rejected.

New relationship assigned by admin

Notifies users when an administrator assigns a new relationship.

Career

Notification

Purpose

Succession plan notifications

Sends notifications related to succession planning activities.

Due Date Reminder Notifications

The Due date reminder notifications tab allows administrators to configure reminders for activities approaching their due dates.
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Reminders can be configured for:

Activity

Reminder recipient

Example configuration

Review

Review participants based on the review stage

10 days before the due date

Feedback

Feedback provider

7 days before the due date

Survey

Assigned user

5 days before the due date

Task

Assigned user

3 day before the due date

You can use Add reminder to create additional reminders and configure whether they are sent before or after the due date.
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Multiple reminders can be configured when users need more than one notification before an activity becomes due.

Birthday Notifications

The Birthday notifications tab controls birthday reminders between managers and their direct reports.

Notification

Purpose

Birthday Reminders for Managers About Their Direct Reports

Sends managers a notification one day before their direct reports' birthdays.

Birthday Reminders for Direct Reports About Their Manager

Sends direct reports a notification one day before their manager's birthday.

Administrators can configure the time and time zone at which the notification is sent.

Recommended Configuration

Your notification configuration should reflect how your organization communicates important updates.

If you want to...

Consider configuring...

Keep users informed about important activity

Enable relevant instant notifications

Give users control over their notification preferences

Leave non-essential notifications unlocked

Require specific notifications

Enable Admin-locked for those notifications

Encourage users to complete tasks on time

Configure task due date reminders

Keep reviews on schedule

Configure review due date reminders

Encourage feedback completion

Configure feedback reminders

Keep surveys on schedule

Configure survey reminders

Make employees aware of upcoming birthdays

Enable the appropriate birthday reminders

Support users without standard email accounts

Enable alternate email notifications

Final Thoughts

Notification settings allow admins to tailor how Teamflect communicates important activities across the organization.
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Review your instant notifications, due date reminders, birthday notifications, delivery methods, and admin-locked settings to make sure users receive the right information at the right time without creating unnecessary notification noise.
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For best results, revisit these settings as your organization's processes and communication needs change.

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