How do Notifications work?
Notifications keep you on top of what needs your attention in evaluagent — published evaluations, coaching actions, feedback, completed exports, and more. This guide is for anyone who receives notifications. Configuring which events generate notifications is a separate admin task — see How do I manage Notifications?.
Required Permissions
You don't need a specific permission to receive notifications. The bell icon and panel appear for every signed-in user.
What you actually see is shaped by:
Which features your evaluagent administrator has enabled for your organisation (Quality, 1-to-1s & Actions, E-Learning, Community, etc.)
Which notifications your administrator has switched on in Settings > Notification settings
Your role and permissions — for example, you only receive a "contact to evaluate" notification if you have evaluator access
Opening Your Notifications
The bell icon at the top of every page shows how many unread notifications you have. If the count is over 99, it displays as 99+.
Click the bell to open the Notifications panel. The panel slides in from the right and stays open until you close it.
When you open the panel, the unread count clears — evaluagent marks every notification as viewed. The notifications themselves stay in your Inbox until you act on them, archive them, or close the panel (which auto-archives anything that doesn't have an action to take).
What's Inside the Panel
The panel has two tabs:
Inbox — everything that needs your attention, plus anything you've pinned or snoozed
Archived — notifications you've already actioned or archived
The Inbox Layout
Inside the Inbox, notifications are split into three sections, in this order:
📌 Pinned — notifications you've manually pinned to the top. They stay here until you unpin them.
🔔 All notifications — everything else that's waiting on you. SLA-urgent items appear at the top of this section.
🕐 Snoozed — notifications you've snoozed. They reappear in the main list at the time you chose.
If a section is empty, evaluagent hides it.
Reading a Notification Card
Every notification card shows:
A coloured category icon so you can identify the type at a glance (Quality, Coaching, Feedback, E-Learning, Community, Analytics, Integrations, or General)
The title of the notification
The age — how long ago it arrived (
30s,5m,2h,3d,2mo,1y)The message — a short description of what happened
An SLA banner if a service-level agreement applies (see below)
Acting on a Notification
Click the body of the card. Two things can happen:
If the notification has an action (most do) — you're taken to the relevant page in evaluagent. For example, a published-evaluation notification opens the evaluation.
If the notification is informational only — clicking archives it.
SLA Status
Some notifications have a service-level agreement attached, set by your administrator. If the SLA matters, you'll see a banner on the card:
🟠 SLA at risk — due within X hours when the deadline is less than 24 hours away. The card gets an amber border.
🔴 SLA breached — this notification needs attention when the deadline has passed. The card gets a red border, and the bell icon at the top of the page also turns red so you can spot SLA breaches without opening the panel.
SLA-urgent notifications (at-risk or breached) always appear at the very top of the All notifications section, ahead of newer non-urgent items.
Pinning a Notification
Hover over a card and click the thumbtack icon to pin it. Pinned notifications move to the 📌 Pinned section at the top of the Inbox and stay there until you unpin them — even if you close and reopen the panel.
Use pinning when you want to keep something front and centre but aren't ready to act on it yet.
To unpin, hover the card and click the thumbtack again.
Snoozing a Notification
Not ready to deal with something right now? Snooze it.
Hover over a card and click the clock icon. Choose how long to snooze for:
1 hour — comes back in an hour
Later today — comes back at 5pm your local time (or end of day if it's already past 5pm)
Tomorrow — comes back at 9am your local time
Snoozed notifications drop into the 🕐 Snoozed section at the bottom of the Inbox. When the snooze ends, they move back into the main list, and a small Snoozed badge appears on the card so you know it was snoozed earlier.
To cancel a snooze, hover the snoozed card, click the clock icon, and choose Cancel snooze.
Notification Grouping
If you receive several notifications of the same type on the same day — for example, multiple "contact assigned for evaluation" notifications — evaluagent groups them together to keep your Inbox readable.
You'll see the most recent one as normal, with a footer underneath:
Click the footer to expand the group and see every notification inside. Click again to collapse.
A few things to know:
Grouping only kicks in when there are at least two notifications of the same type on the same day
SLA-urgent notifications are never grouped — they always show individually at the top of the list so you can't miss them
Groups don't cross calendar days — yesterday's notifications stay separate from today's
Finding a Specific Notification
When the Inbox or Archived tab fills up, use the filter dropdown to find what you need. Click the filter icon at the top of the list.
You can:
Search — type a word or phrase to match notification titles and messages
Filter by category — tick one or more categories to show only those (Quality, Coaching, Feedback, and so on)
Sort — choose Newest first or Oldest first
A small counter on the filter icon shows how many filters are currently active. Click Clear filters to reset everything.
Archiving and Restoring
Notifications leave your Inbox when they're archived. There are several ways this happens:
Click an actionable notification — evaluagent takes you to the relevant page and archives the notification automatically
Click an informational notification — it archives immediately
Tick the checkbox on a card (appears on hover) and click Archive at the top of the list — archives the selected notifications
Use Select all and then Archive to clear a whole list at once
Close the notifications panel — anything that's purely informational (no action button) gets auto-archived
To bring an archived notification back, open the Archived tab, select it, and click Restore.
Live Pop-Ups for Long-Running Tasks
When something you've kicked off finishes — an export, a Spotlight analysis, or a triggered action — evaluagent shows a live pop-up in the top-right corner of the screen as soon as it's ready. You don't need to keep refreshing or watching the bell.
Pop-ups:
Appear automatically when the task completes
Disappear after 5 seconds, or sooner if you click the ×
Pause if you hover over them, so you have time to read
The same notification also appears in your Inbox, so you can find it later even if the pop-up disappears.
Email and Workplace Chat Notifications
If your administrator has switched on email for a notification, you'll receive an email as well as the in-app notification. Email notifications go to the address on your user profile — if there isn't one, you won't receive emails for any notification.
If your organisation has set up the Microsoft Teams or Slack integration, evaluagent can also send notifications to a channel of your administrator's choice.
Quick Reference
Action | How |
Open the panel | Click the bell icon |
Act on a notification | Click anywhere on the card |
Pin / unpin | Hover the card, click the thumbtack |
Snooze | Hover the card, click the clock, pick a duration |
Cancel snooze | Hover the snoozed card, click the clock, choose Cancel snooze |
Filter or search | Click the filter icon at the top of the list |
Archive one notification | Tick the checkbox, click Archive |
Archive everything | Click Select all, then Archive |
Restore from Archived | Open the Archived tab, select, click Restore |
