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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: | 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
- 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.
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:
- Employee review period settings | HR Web Platform This feature allows you to add or remove users as needed and send reminders out to complete the assigned work.
- Performance review question settings | HR Web Platform This feature allows you to build your own customisable questions or you can choose from our pre-provided templates.
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