What are Escalation Policies and how to use them?

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:

1. 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.

2. 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 create Escalation Policies?

In the top navigation bar, click on your profile icon > Select Escalation Policies

 

Open

 

Click on Actions > Select Add New Escalation Policy

 

Open

 

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

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: