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How to Use Template-Level Weighting

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

Last Updated: April 16, 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 

 

Users will always see information about how a score is calculated once the Review is shared. You can configure who has visibility into the weighted scores in the ‘who can see question weights..’ section. 

 

✅ 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.