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 Templates can be deleted if they become outdated or irrelevant.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
- Click the Settings 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 Settings 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 Settings 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
Important
The Template Viewing feature is only available when you have used a template in a review period.
Editing data
Important
The Template Editing feature is only available when you have not used a template in a review period.
Important
The Rating Scale Edit feature is only available when you have not used a template in a review period.
Important
The Free Text Edit feature is only available when you have not used a template in a review period.
Data management
Removing data
Important
The Template Criteria Deleting feature is only available when you have not used a template criteria in a review period.
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.