Review Templates help to determine which kind of review (Rating or Ratingless), Review Type (Org Chart or Project), and components (Self Review, Manager Review, Peer Review, or a combination of them) your Performance Review is going to be.

A Review Template can be used for self or manager assessment. Each participant (Reviewee, Reviewer) may be assigned a separate set of questionnaires to complete.

In this article, you'll learn how to:

Create a Review Templates

Step 1: Define General rules

  1. Navigate to Performance > Settings

  2. Click on Review Template > New Template

  3. Give it a name and describe when it can be used

  4. Select a Review type and Components:

    • Review Types:

      • Org Chart: review will be assigned based on the current reporting lines

      • Project: review can be assigned independently from reporting lines (i.e., for cross-functional projects) (๐ŸŒŸnew feature)

    • Components:

      • Self Review: employee reviews themself

      • Manager Review: manager reviews and enters a summary for each employee

      • Peer Review: managers can select people who can give feedback to their direct reports (๐ŸŒŸnew feature)

  5. Click Save and Continue to proceed to step 2

Step 2: Select Questions

  1. Select a structure for your review template:

    • Ratingless: best suited if you want to focus on continuous and qualitative reviews

    • Rating: best suited if you need to calculate weighted scores as an output of the reviews (coming soon)

  2. Choose Assessment questionnaire and select from the available Questionnaires

    • Different questionnaires: self, manager, and peer can use different questionnaires for themselves.

    • Same questionnaire: self, manager, and peer can use the same questionnaire (Coming soon)

  3. Click Save and Continue to proceed to step 3

Step 3: Review Deliverables

  1. Review and define Deliverables:

    • Visibility after cycle is closed (coming soon): Determine if Reviewee can view

      • Manager's review after cycle is closed

      • Peers with their name

    • Share With Managers: When this option is enable, all managers can launch performance reviews using this template

    • General rules: general rules for participants (Reviewee, Peer, Manager) before and after performance review is closed

  2. Once you're done, click Save to finish or Save and Launch to start your Performance Review.

๐Ÿ“Œ Note:

  • You can only view the Share With Managers option when the Review Type is Org Chart

  • When Share With Managers is enabled, Line Managers can launch Performance Reviews in the Team Review tab


Edit a Review Template

  1. Navigate to Performance > Settings

  2. Click on Review Template

  3. Find the template that you want to preview, click โ‹ฏ icon (More) > Edit

  4. Edit the content

  5. Once you are happy with it, click Save and Finish to apply changes

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