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  4. Performance & Engagement

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Configure performance review templates

James Nixon
Updated
EH Content Team

Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin

The third stage in setting up a performance review involves creating a review template. This template integrates the rating scale and review questions developed in earlier steps, focusing on how these elements will interact during the review process. You can start with a new template or use an existing one as a foundation, which you can then modify or update as needed. Templates can be deleted if they become outdated or irrelevant. 

Getting started

Add a review template
  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. In the Performance & Engagement section, click Performance Reviews.
  4. Click the Review Templates button.
  5. Click the Add New Review Template button.

  6. Complete the following fields:

    • Name.
    • Description.
    • Overall rating scale.

    Helpful Hint

    You can use the Overall Rating Scale toggle switch to turn on or off the need to use a rating scale within your Review Template. If you use a rating scale, you can use the Rating Scale drop-down to select one you have previously created, or you can create one from scratch.

    If you create your own rating scale, you can use the Click to Add a New Rating Level button to add another scale name and a description field, and the   button to remove a scale name and a description field. 

  7. Click the Save button.
Add a question: Scale rating
  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Edit button.
  7. Click the Add New Question button.
  8. Use the Question drop-down to select the required review question.
  9. Select the Scale Rating option in the Answer Type section.
  10. Use the Rating Scale drop-down to select the required rating scale.
  11. Click the Save button.
Add a weighted question

Weighted questions allow you to assign different levels of importance to specific questions within a review template, ensuring that more critical performance areas have a greater impact on the overall review score. Each question is assigned a percentage weight that reflects its relative importance, with all question weights required to total 100%.

For example, if "Goal Achievement" is weighted at 40% and "Team Collaboration" at 20%, the goal achievement score will have twice the influence on the final rating. This weighted average calculation provides a more accurate and meaningful overall score compared to a simple average where all questions carry equal weight. Weighted questions are particularly useful for aligning review outcomes with your organisation's priorities and ensuring that key performance indicators receive appropriate emphasis in employee evaluations.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the New Review Template button.
  6. Toggle on Overall Scale Rating.

  7. Add the name of your new template, a description of your new template (optional) and your review questions.

    Helpful Hint

    Click Add New to add additional questions. To remove question fields, click the red cross to the right-hand side of the description text box.

  8. Click Save.
  9. Toggle on the Weighted Questions switch.
  10. Click Add New Question. 
  11. Add the following:
    • Questions (choose from the drop down menu)
    • Description (optional)
    • Answer type
    • Rating scale template
    • Name
    • Description (optional). 
  12. Click Save. 
Add a question: Free text
  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Edit button.
  7. Click the Add New Question button.
  8. Use the Question drop-down to select the required review question.
  9. Select the Free Text option in the Answer Type section.
  10. Click the Save button.

Daily activities

Search for a review template
  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. In the search field, enter your desired search terms.
View a review template

Important

The Template Viewing feature is only available when you have used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Review Settings submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.

  6. Click the   View Details button.

     

    Helpful Hint

    You will now see the details of the review template on your screen.

Editing data

Copy a review template
  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Make a Copy button.
Edit a review template

Important

The Template Editing feature is only available when you have not used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Review Settings submenu.
  4. Click the Review Templates   button.
  5. Click the Actions button.
  6. Click the   Edit button.
  7. Click the Edit button.
  8. Make the required changes and click the Save button.
Edit a question: Rating scale

Important

The Rating Scale Edit feature is only available when you have not used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates  button.
  5. Click the Actions   button.
  6. Click the   Edit button.
  7. Click the Edit button.
  8. Make the required changes and click the Save button.
Edit a question: Free text

Important

The Free Text Edit feature is only available when you have not used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Edit button.
  7. Click the Edit button.
  8. Make the required changes and click the Save button.

Data management

Enable a review template

Important

The Template Enabling feature is only available if the template shows a disabled status.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Show Disabled Review Periods tick box. 
  6. Click the Actions   button.
  7. Click the   Enable button.

Removing data

Disable a review template

Important

The Template Disabling feature is only available when you have used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Disable button.
Delete a review template

Important

The Template Deleting feature is only available when you have not used a template in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Delete button.
  7. Click the OK button.
Delete a criteria

Important

The Template Criteria Deleting feature is only available when you have not used a template criteria in a review period.

  1. Log in to Employment Hero. 
  2. Click the Settings menu option.
  3. Click the Performance Reviews submenu.
  4. Click the Review Templates button.
  5. Click the Actions   button.
  6. Click the   Edit button.
  7. Click the Delete button.
  8. Click the OK button.

Further information

Understanding weighted questions
  • Weights must total 100%: The system requires all question weights to add up to exactly 100% for the weighted calculation to function properly.
  • Whole numbers only: Weights can only be entered as whole numbers (not decimals).
  • Rating questions only: Weighting applies only to rating questions, not free-text questions.
  • Template validation: If you add or remove rating questions after setting weights, you'll need to reconfigure the weights to ensure they total 100% again.
  • Publishing requirement: Weighted overall scores will only appear in reports after managers have completed and published their reviews.

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