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
Navigate to Performance > Settings
Click on Review Template > New Template
Give it a name and describe when it can be used
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) (🌟new 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 (🌟new feature)
Click Save and Continue to proceed to step 2
Step 2: Select Questions
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)
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)
Click Save and Continue to proceed to step 3
Step 3: Review Deliverables
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 enabled, all managers can launch performance reviews using this template. Applicable for Org Chart Review
General rules: general rules for participants (Reviewee, Peer, Manager) before and after performance review is closed
Once you're done, click Save to finish or Save and Launch to start your Performance Review.
📌 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
Navigate to Performance > Settings
Click on Review Template
Find the template that you want to preview, click ⋯ icon (More) > Edit
Edit the content
Once you are happy with it, click Save and Finish to apply changes
