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.
Create a Review Templates
RATINGLESS REVIEW:
Best suited if you want to focus on continuous and qualitative reviews
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)
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
Click Save and Continue to proceed to Step 2
Step 2: Select Rating type
Select Ratingless for your review template
Click Save and Continue to proceed to Step 3
Step 3: Select Questions
Choose the Assessment questionnaire and select from the available Questionnaires
Different questionnaires: self, manager, and peer can use different questionnaires.
Same questionnaire: self, manager, and peer can use the same questionnaire
Click Save and Continue to proceed to Step 4
Step 4: Review Deliverables
Submit confirmation messages: This message will display when the reviewee, manager, or peer submits their assessment
For example: Once you submit it, you will no longer be able to edit it. Are you sure you want to submit this assessment?
Review and define Deliverables:
Visibility after cycle is closed: Determine if Reviewee can view
Manager's review after cycle is closed (default)
Peers peers as anonymous: If you select this option, reviewee cannot see peers’ names
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.
RATING REVIEW:
Best suited if you need to calculate weighted scores as an output of the reviews
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)
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
Click Save and Continue to proceed to Step 2
Step 2: Select Rating type
Select Rating for your review template
Edit the Score range and define what each score range means. This score range will be used by the final score to grade the assessment.
Example of how the final score is graded:
Click Save and Continue to proceed to Step 3
📌 Note: Score range is available from 1 to 5.
Step 3: Select Questions
Select the available Questionnaires and adjust the weights for each section. Weight will be used to calculate the average score for each section/ questionnaire/ assessment
Click Save and Continue to proceed to Step 4
Step 4: Review Deliverables
Submit confirmation messages: This message will display when the reviewee, manager, or peer submits their assessment
For example: Once you submit, you will no longer be able to edit it. Are you sure you want to submit this assessment?
Review and define Deliverables:
Visibility after cycle is closed: Determine if Reviewee can view
Manager's review after cycle is closed (default)
Peers peers as anonymous: If you select this option, reviewee cannot see peers’ names )
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
