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How to Use Template-Level Weighting

Learn how to add weighted scores to questions in Performance Reviews.

Last Updated: October 6, 2026

 

In this article:

 

Overview

Template-level weighting lets you determine how much each section of a performance review contributes to the employee's overall score. This article walks you through how to add and configure weights when building or editing a review template. 

Before You Begin 

  1. Who can do this: Admins and Focused Admins with access to Reviews 
  2. Where to find it: Admin Settings > Reviews > Templates 
  3. Applies to: Performance Review templates only (not 1-on-1s or Feedback) 

 

A guided walkthrough:

Step 1: Create or Open a Review Template 

  1. Go to Admin Settings and navigate to Reviews > Templates. 

  2. Click Create Template to start a new one, or Edit* to update a current template. 

  3. In the template builder, locate the Weighting setting on the right and change it to Enabled. 

 

Step 2: Build Your Template 

Once your settings are enabled, create your template by adding questions.   [LINK] 

 

✅ Important: In order to be eligible to be weighted, a question must be: 

  • Required AND  
  • Included in overall score 

 

Questions that cannot be weighted include: open-ended, multichoice, legacy competencies, bullet point, agenda builder, goal review and feedback review. 

📌 Note: Weighting can only be enabled at the template level.  

 

Step 3: Assign Weights to Each Section 

Enter a percentage weight for each section you want to include in the overall score. You can weight any combination of the following: 

  • Performance Goal section 
  • Org-wide Competency section 
  • Role-based Competency section 
  • Individual scaled questions 

 

Before sharing a review, you can configure who has visibility into the weighted scores in the 'Who can see question weights' section. Once the review is shared, users will always be able to see how their score was calculated based on that configuration.

 

✅ Important: All weights must add up to 100% by column. The template will flag a red error if the total is over or under 100% and you will be unable to save. 

 

Step 4: Save the Template 

Once your weights add up to 100%, click Save to apply your changes. The weighting will take effect for any review cycle that uses this template going forward. 

 

 

Frequently Asked Questions 

Can I add weighting to an existing, active review cycle? 

Weighting is set at the template level, so changes to a template will apply to future review cycles. We recommend confirming whether your changes will affect any in-progress cycles before saving since changes will apply immediately. 

What happens if I don't add weights? 

Sections without weights will not contribute to an overall score calculation. Leaving weighting off altogether is a valid option if you prefer unweighted reviews. 

Can I weight individual goals or competencies within a section? 

At this time, weighting applies to each section of questions as a whole.