Performance review template settings via the HR platform

The third stage in building a performance review in the HR platform is the creation of a review template. The review template combines the rating scale and review questions you created previously, so the next stage involves working out how these two pieces of information interact.

The Review Templates feature allows you to either create a new template from scratch or you can copy an existing record if you want to use an already created template as your building base. You can also edit a previously created template if the information contained within changes, and you can delete a template if the data is no longer required. Before being able to create a review template, the following needs creating: 

HR Best Practice

You can create multiple templates for your review questionnaires for your employees to complete, depending on the employees’ role or level. Our HR Experts recommend you keep your templates short, with around five questions each. This enables you to provide targeted feedback on performance, identify strengths and weaknesses, and set goals for future performance.

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Add a review template
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Add New Review Template button.
    Template_6.jpg
  5. 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. 

  6. Click the Save button.
    Template_7.jpg
Add a question: Scalar rating
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Edit button.
    Template_8.jpg
  6. Click the Add New Question button.
    Template_9.jpg
  7. Use the Question drop-down to select the required review question.
  8. Select the Scalar Rating option in the Answer Type section.
  9. Use the Rating Scale drop-down to select the required rating scale.
  10. Click the Save button.
    Template_10.jpg
Add a weighted question
  1. Click the   Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the New Review Template button.
  5. Toggle on Overall Scale Rating.
    Screenshot of where to toggle on the overall scale rating switch
  6. Add the name of your new template, a description of your new template (optional) and your review questions.
    Screenshot of where add new questions into a new review template

    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.

  7. Click Save.
    Screenshot of where to click the save button to ad your new questions in a new review template
  8. Toggle on the Weighted Questions switch.
    Screenshot of where to ctoggle on the weighted questions switch
  9. Click Add New Question.
    Screenshot of where click on add new question to add a weighted question
  10. Add the following:
    • Questions (choose from the drop-down menu)
    • Description (optional)
    • Answer type
    • Rating scale template
    • Name
    • Description (optional). 
  11. Click Save.
    Screenshot of where click save to add a weighted question
Add a question: Free text
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Edit button.
    Template_8.jpg
  6. Click the Add New Question button.
    Template_9.jpg
  7. Use the Question drop-down to select the required review question.
  8. Select the Free Text option in the Answer Type section.
  9. Click the Save button.
    Template_11.jpg

Daily activities

Search for a review template
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. In the Search field, enter your desired search terms.
    Template_23.jpg
View a review template

Important

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

  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   View Details button.
    Template_1.jpg

    Helpful Hint

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

    Template_2.jpg

Editing data

Copy a review template
  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Make a Copy button.
    Template_3.jpg
Edit a review template

Important

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

  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates   button.
  4. Click the Actions button.
  5. Click the   Edit button.
    Template_12.jpg
  6. Click the Edit button.
    Template_13.jpg
  7. Make the required changes and click the Save button.
    Template_14.jpg
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. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates  button.
  4. Click the Actions   button.
  5. Click the   Edit button.
    Template_12.jpg
  6. Click the Edit button.
    Template_15.jpg
  7. Make the required changes and click the Save button.
    Template_16.jpg
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. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Edit button.
    Template_12.jpg
  6. Click the Edit button.
    Template_17.jpg
  7. Make the required changes and click the Save button.
    Template_18.jpg

Data management

Enable a review template

Important

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

  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Show Disabled Review Periods tick box. 
  5. Click the Actions   button.
  6. Click the   Enable button.
    Template_5.jpg

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. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Disable button.
    Template_4.jpg
Delete a review template

Important

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

  1. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Delete button.
    Template_21.jpg
  6. Click the OK button.
    Template_22.jpg
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. Click the   Setting menu.
  2. Click the Review Settings submenu.
  3. Click the Review Templates button.
  4. Click the Actions   button.
  5. Click the   Edit button.
    Template_12.jpg
  6. Click the Delete button.
    Template_19.jpg
  7. Click the OK button.
    Template_20.jpg

Author recommended

So you have set up and managed your review template settings and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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