Templates standardize the review process across your organization:

Creating a Template:

  1. Go to Performance Reviews → Review Templates
  2. Click "Create Template"
  3. Enter template name and description
  4. Set review frequency (Annual, Quarterly, etc.)
  5. Add questions and sections
  6. Configure settings (auto-create, reschedule rules)
  7. Save the template

Template Structure:

  • Sections: Organize questions into sections (e.g., "Goals", "Skills", "Development")
  • Questions: Add questions with different types:
  • Text: Open-ended responses
  • Rating: Scale-based (1-5, 1-10)
  • Yes/No: Binary questions
  • Multiple Choice: Select from options

Question Types:

  • Text Questions: For detailed written feedback
  • Rating Questions: For quantifiable assessments
  • Yes/No Questions: For simple confirmations
  • Multiple Choice: For standardized responses

Template Settings:

  • Auto-Create Reviews: Automatically create reviews based on schedule
  • Reschedule Rules: How to handle missed reviews
  • Review Period: How long reviews stay open
  • Required Fields: Which questions must be answered

Best Practices:

  • Keep templates focused and relevant
  • Use a mix of question types
  • Include both quantitative and qualitative questions
  • Review and update templates regularly