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FAQ: Can I Edit My 1-on-1, Performance Review, or Talent Review Template?

Use this decision tree to determine what edits can be made to a template depending on the cycle status.

In this article:

Overview

Determining what can and cannot be edited and when during 1-on-1 or Review Cycles is important for managing cycles as an Admin!

Use this decision tree to guide you on whether or not you can make updates to your template after launch.

For 1-on-1s or Reviews:

1. Has the cycle been launched?
→ No
    → ✅ You can edit question text
    → ✅ You can add new questions (they will appear in the cycle)
    → ✅ You can update “Include in overall score”

→ Yes
    2. Have any responses been submitted?
    → No
        → ✅ You can edit question text (will show to users)
        → ⚠️ You can add questions (will not appear in current cycle, only future ones)
        → ✅ You can update “Include in overall score”

    → Yes
        3. Do you want to edit existing question text?
        → Yes
            → ⚠️ Editing question text offers two options:
            - A. Apply edit to all versions: Keeps historical responses together and preserves trending data.
            - B. Create a new question version: Disables the current question and starts a separate version.
              • Users who have already responded will see both versions.
              • Users who have not responded will see only the updated version.
        → ✅ You can update “Include in overall score”

 

For Talent Reviews:

A. Have participants been added to the participant screen?
→ No
    → ✅ You can freely edit the template (questions, feedback groups, etc.)

→ Yes
    → ⚠️ The template is now considered utilized
        - Editing question text may create a new question. Learn more.
        - ✅ Template changes will not impact the current cycle
        - ❌ Feedback groups can no longer be edited

Example:
If Zane is added on 3/26 to a cycle with Template_A (launching 4/1), that template is locked on 3/26.

Need to make changes after participants were added?

  • ⚠️ Review your options before making edits to the template to understand the implications

  • ✅ Remove participants, update the template, then re-add participants and relaunch the cycle

Launching a Test Cycle?

  • It's best to make changes directly to the template first.

  • Then, launch a new cycle to ensure all edits apply correctly.

Learn more about launching 1-on-1s, Performance Reviews, and Talent Reviews.