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.

Table of content:

Create a Review Templates

RATINGLESS REVIEW:

Best suited if you want to focus on continuous and qualitative reviews

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)

    • 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

  5. Click Save and Continue to proceed to step 2

Step 2: Select Rating type

  1. Select Ratingless for your review template

  2. Click Save and Continue to proceed to step 3

Step 3: Select Questions

  1. Choose 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 (🌟new feature)

2. Click Save and Continue to proceed to step 4

Step 4: Review Deliverables

  1. Submit confirmation messages: This message will display when the reviewee, manager, or peer submits their assessment (🌟new feature)

    - For example: Once you submit, you will no longer be able to edit it. Are you sure you want to submit this assessment?

  2. 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 (🌟new feature)

    • 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

  3. 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 (🌟new feature)

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)

    • 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

  5. Click Save and Continue to proceed to step 2

Step 2: Select Rating type

  1. Select Rating for your review template

  2. 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:

  3. Click Save and Continue to proceed to step 3

📌 Note: Score range is from 1 to 5.

Step 3: Select Questions

  1. 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.

2. Click Save and Continue to proceed to step 4

Step 4: Review Deliverables

  1. Submit confirmation messages: This message will display when the reviewee, manager, or peer submits their assessment (🌟new feature)

    - For example: Once you submit, you will no longer be able to edit it. Are you sure you want to submit this assessment?

  2. 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 (🌟new feature)

    • 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

  3. 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

  1. Navigate to Performance > Settings

  2. Click on Review Template

  3. Find the template that you want to preview, click ⋯ 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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