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Setting Goal Notifications and Alerts

Learn how goal notifications work, what triggers them, and how to customize alert settings to stay informed without being overwhelmed.

Amogh Balikai avatar
Written by Amogh Balikai
Updated this week

Recruiterflow automatically sends goal updates so you never miss key milestones.

Notification Types

Recruiterflow supports six types of goal notifications. Each helps you and your team stay aligned on progress.

1. Goal Starts

When It Triggers: On the first day of the goal period
Example: “Your goal ‘Monthly Placements’ has started for January 2025.”
Who Gets It:

  • Goal creator

  • Team managers (for team goals)

  • Users (for user goals)

2. Goal Met

When It Triggers: When the target is reached, mid-period or at the end
Example: “Congrats! You’ve met your goal ‘Monthly Placements’ with 30/30 placements.”
Who Gets It:

  • Goal creator

  • Team managers (for team goals)

  • Users (for user goals)

3. Goal Exceeded

When It Triggers: When the target is surpassed at the end of the goal period
Example: “Wow! You’ve exceeded your goal ‘Monthly Placements’ by 20% (36/30 placements).”
Who Gets It:

  • Goal creator

  • Team managers (for team goals)

  • Users (for user goals)

4. Goal Not Met

When It Triggers: At the end of the period, if the target was not reached
Example: “Your goal ‘Monthly Placements’ was not met. Final progress: 25/30 (83%).”
Who Gets It:

  • Goal creator

  • Team managers (for team goals)

  • Users (for user goals)

5. Weekly Updates (For Monthly Goals)

When It Triggers: Every Monday
Example: “Progress for ‘Monthly Placements’: 18/30 (60%). Keep moving toward your target!”
Who Gets It:

  • Goal creator

  • Team managers

  • Users with assigned goals

6. Monthly Updates (For Quarterly or Yearly Goals)

When It Triggers: On the 1st of each month
Example: “Your ‘Q1 Revenue Target’ progress for January: $75K/$150K (50%).”
Who Gets It:

  • Goal creator

  • Team managers

  • Users with assigned goals

Notification Channels

Email

  • All notifications are delivered to the user’s registered email address.

  • The subject line includes the goal name and status (e.g., “Goal Exceeded – Monthly Placements”).

  • The email body includes:

    • Goal name and duration

    • Target and achieved values

    • Direct link to view the goal in Recruiterflow


Slack or Microsoft Teams (If Integrated)

  • Notifications appear in the user’s DM or designated channel.

  • Each message includes:

    • Goal name and status summary

    • Quick link to the goal details in Recruiterflow


In-App (Recruiterflow)

  • Click the bell icon in the top navigation to view all unread notifications.

  • Updates show progress changes, alerts, and achievements in real time.

  • Click any notification to open the goal directly.

Customizing Notifications

You can control which notifications are sent and when.

During Goal Creation

In Step 3 of the goal creation flow:

  1. Select the notification types you want enabled.

  2. Check or uncheck toggles for Goal Start, Goal Met, Weekly Updates, etc.

  3. Click Save Goal to save.

These settings apply to all recipients: goal creator, team managers, and users.

After Goal Creation

  1. Go to Goals Dashboard → Click the goal.

  2. Select Edit Goal (top-right).


  3. Go to Step 3: Notifications and update your settings.


  4. Save your changes.

Who Controls Notification Settings

  • Admins: Can edit notifications for any goal.

  • Goal Creators: Can edit notifications for their own goals.

  • Team Managers/Users: Cannot change notification settings; they receive alerts based on what’s configured by the goal creator.

Notification Recipients

Goal Type

Who Gets Notifications

Company Goal (No Team Breakdown)

Goal creator only

Company Goal (With Team Breakdown)

Goal creator + team managers for their teams

Team Goal (No User Breakdown)

Goal creator + team managers

Team Goal (With User Breakdown)

Goal creator + team managers + users with assigned goals

User Goal

Goal creator + assigned users

Managing Notification Overload

If you’re managing multiple goals, notifications can pile up quickly. Here’s how to stay efficient without missing critical updates.

Disable Weekly Updates:
If you check your dashboard regularly, skip weekly emails to reduce clutter.

Consolidate Goals:
Instead of creating separate user goals, use one team goal with a user breakdown to minimize alerts.

Use In-App Only:
Turn off email notifications and rely on the in-app bell icon for daily updates.

Don’t Disable All Notifications:
Keep at least Goal Not Met alerts on. These signal when immediate action is needed.


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