While you have a small library of preloaded review templates available with your subscription to the Performance Management tool, you can also create your own customized templates from scratch. Here's how.
First, click on the blue Create New Template button on the top right side of the Templates Page.
The TEMPLATE OPTIONS box on the right side of the page will configure how the review will be distributed throughout the company.
The Type of Review defines how the review is conducted.
- Manager Review is distributed to all managers to do a review for their team members
- Manager + Self Review is distributed to every employee and their manager who both perform a review, and the report results show a side by side comparison of results
- 360 Review is distributed to review panels selected by managers of each employee. When choosing a 360 review, you will be given the option to hide reviewers' comments from the reviewee.
- FLEX Review is an on the fly review that sits in every Manager's review page, and can be activated by each manager for specific team members.
Distribution options of the Template Options allows you to select who a particular review will be distributed to. You can choose for a Review to go out to the entire Comapny, specific Departments, only Company Managers, to Indiviual Employee(s) or to special Employee Groups that you have created.
The Employee Start Date Filter option allows you to filter out or exclude employees hired within a certain number of months before the selected start date of a review; You can choose between 0 months up to 12 months. For example below, 3 months was chosen.
The Frequency of the template is how often the review is distributed. For some companies, a smaller check in review is done on a monthly basis, while an annual review is distributed every 12 months. Not relevant to a Flex review.
Review Dates allows you to schedule a review type based on a set time frame of either Calendar Date (a specific date range once a year for example) or on Employee Anniversary.
The Review Period defines the start and end dates of the review. Not relevant for a Flex Review It is important to note that the Start Date selected will be the date that the review notification is distributed to the applicable staff/the date the review will become available to complete.
The Due Date of the review is the date you want the review period to end. Note - the review will still be available/open until the CO or an Admin ends the review period.
The Review Summary section of the Template Options allows you to add any notes or instructions that you think would be helpful to those completing the review.
The Content of the Template, the questions and the answers, is what populates the main panel of the review template. Here's a closer look at each of the elements.
The Review Name or Title is what the review will be titled. It's important to name your reviews descriptively that everyone will understand on first glance. it's also a good idea to avoid generic titles like "Review" because it may confuse the managers which review is which.
The Category Title is name of each group of questions and answers. Add more Categories by clicking on the Add category green button. In a review that measures Performance vs Potential, it's ideal to place all the Performance based questions under one category called Performance, and all the Potential based questions under Potential. That will simplify how your managers and executives read performance review reports and get into comparative mapping.
Each Question is the foundation of the review. Add more questions by clicking on the ADD QUESTION green button. Here you can ask a performance based question and pair with one of four answer types. By clicking on the blue box under TYPE, you can select which answer type you'd like to use for that question.
Once you've populated the review with question and answers grouped under categories, you can Preview what the review would look like by clicking the Preview button at the top. Or, if you wish to save and edit further in the future, you can click the Save Draft button which will save the template. Finally, if the review is ready to be published and distributed, you can click the orange PUBLISH button which will make the review template LIVE and ready for distribution on the scheduled Start date.