Performance Review Templates
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      Performance Review Templates

      As an admin, learn how to create and manage Performance Review templates to encourage productive conversation between managers and their employees. 

      Last Updated: November 11, 2024

      In this article:

       

      Overview

      As an admin, learn how to create and manage Performance Review templates to encourage productive conversation between managers and their employees. 

      Template questions are reviewed and completed by both participants before meeting in-person or virtually for a guided conversation. Once created, templates can be reused and modified for future Performance Reviews.

      As an admin, learn how to launch a Performance Review cycle.

      Requirements

      • Available to organizations with 1-on-1s enabled
      • Available to full admin users

      Access Admin-Created Templates

      To access admin-created templates:

      1. Click and expand Administration in the left-hand navigation menu
      2. Click Performance Reviews; click Templates

      Create a Performance Review Template

      Competencies question types and the Performance Goals booster are exclusive to Performance Review templates.

      Add Questions & Conversation Boosters

      To add questions and/or Conversation Boosters to a template:

      1. From the Templates page, click New Template in the top-right
      2. Enter a name for the template; click Save and Continue to navigate to the template creator
      3. Click the + icon to expand a menu with possible questions and Conversation Boosters
      4. Click the appropriate question type or Add to Template for a Conversation Booster to add it to the template
      5. Once added to the template, configure the settings of the question and/or Conversation Booster
      6. Once configured, click Add to include the question in the template
      7. Repeat steps 3-6 to add additional questions to the template
      8. Click Preview Template along the banner to verify and confirm the template's setup
      9. Continue reading to learn about cycle settings, otherwise, click Finalize & Activate 

      Configure Template Settings

      To configure a template's settings:

       

      • A. Template Name: Click the corresponding edit icon to edit the template title
      • B. Can Be Used By: Click the edit icon to specify the users who can use the template
        • Click Specific Users and/or Specific Demographics to limit usage
      • C: Can Be Launched By: Indicates the template's compatibility with Performance Reviews
      • D. Can Be Launched In: Click the edit icon to select additional languages the template should support
      Click Finalize & Activate.

      Edit Templates

      To edit a Performance Review template:

      1. From the Your Templates tab, click Edit for the corresponding template
      2. Click on the template section header, question, or Conversation Booster's corresponding ⋮ icon
      3. Click Edit to view the header, question, or Conversation Booster's settings
      4. Make the necessary edits
      5. Click Save Changes to finalize edits

      Clone a Template

      Alternatively, clone an existing template to use the template as a starting point for a new template. 

      To clone a template:

      1. From the Your Templates tab, click and navigate to the Organization Templates tab
      2. Click Copy for the corresponding template
      3. Enter a name for the template and click Save to navigate to the template creator
      4. Add new questions or edit existing questions
      5. Click Preview Template along the banner to verify and confirm the template's setup
      6. Click Finalize & Activate