Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following User Access levels: Manager, 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 Templates can be deleted if they become outdated or irrelevant.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
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Add New Review Template button.
- 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.
- Click the Save button.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Add New Question button.
- Use the Question drop-down to select the required review question.
- Select the Scalar Rating option in the Answer Type section.
- Use the Rating Scale drop-down to select the required rating scale.
- Click the Save button.
- Click the Settings menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the New Review Template button.
- Toggle on Overall Scale Rating.
- 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.
- Click Save.
- Toggle on the Weighted Questions switch.
- Click Add New Question.
- Add the following:
- Questions (choose from the drop-down menu)
- Description (optional)
- Answer type
- Rating scale template
- Name
- Description (optional).
- Click Save.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Add New Question button.
- Use the Question drop-down to select the required review question.
- Select the Free Text option in the Answer Type section.
- Click the Save button.
Daily activities
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- In the Search field, enter your desired search terms.
Important
The Template Viewing feature is only available when you have used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the View Details button.
Helpful Hint
You will now see the details of the review template on your screen.
Editing data
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Make a Copy button.
Important
The Template Editing feature is only available when you have not used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Edit button.
- Make the required changes and click the Save button.
Important
The Rating Scale Edit feature is only available when you have not used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Edit button.
- Make the required changes and click the Save button.
Important
The Free Text Edit feature is only available when you have not used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Edit button.
- Make the required changes and click the Save button.
Data management
Important
The Template Enabling feature is only available if the template shows a disabled status.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Show Disabled Review Periods tick box.
- Click the Actions button.
- Click the Enable button.
Removing data
Important
The Template Disabling feature is only available when you have used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Disable button.
Important
The Template Deleting feature is only available when you have not used a template in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Delete button.
- Click the OK button.
Important
The Template Criteria Deleting feature is only available when you have not used a template criteria in a review period.
- Click the Setting menu.
- Click the Review Settings submenu.
- Click the Review Templates button.
- Click the Actions button.
- Click the Edit button.
- Click the Delete button.
- Click the OK button.
ⓘ Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Performance Review Templates with Employment Hero today.
Explore related content
- Employee review period settings This feature allows you to add or remove users as needed and send reminders out to complete the assigned work.
- Performance review question settings This feature allows you to build your own customisable questions or you can choose from our pre-provided templates.