In this article, you will learn what an Escalation Policy is and how to use it.
What are Escalation Policies?
Escalation Policies are rules that are set up within the system, that notify specific users when someone has been overdue on a specific number of tasks.
You can set up notifications for overdue Tasks, Surveys, 1-to-1s, and CPD targets.
There are two types of policies that you can set up per feature:
People who miss X...: This means the users who miss their target X a number of times, will be displayed in the escalation logs and will trigger notifications.
Manager...: This means that if a manager has a number of direct reports who miss their targets, then the Manager will be displayed on all logs, and this will trigger the notification.
You may find it handy to automate alerting so that key stakeholders can intervene in certain situations such as coaching and reminding users of disciplinary procedures.
How do I createEscalation Policies?
In the top navigation bar, click on your profile icon > Select Escalation Policies
Click on Actions > Select Add New Escalation Policy
Go through the creator:
Step 1: Add the Escalation Policy
Choose a title for this Escalation Policy
Select how the notification is triggered
Select the box if the notification is for mandatory tasks only
Decide on the ‘notify when’ deadline
Click Next
Step 2: Edit the Escalation Policy
Select whether you want any users to be notified
Choose how you want users to be notified
Decide if you want to add a label to the user
Click Next
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Labels can be used as a way to group certain users. Click here to learn more about grouping users via labels. |
Step 3: Complete the creation
Once you’re happy with the results, click Next. You’ll receive a screen confirming the creation of your Escalation Policy or the creator will close.
From the Escalation Policies page, You can click on a policy to see a list of the users who have triggered the Escalation Policy:
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Admins will see all of the users who have triggered the policy in this view even if they are not set as the user to recieve the notification or whether the users triggering the policy are their direct reports or not. |