Create and Edit Performance Review Templates
The Performance Review template is the form that users complete for their performance review.
- Select Employee Tools > Manage Performance Reviews.
- Select Manage Review Templates.
-
Select New Template.and enter a
Template Name.
Note: To edit an existing template, select that template from the list.
-
Enter a Template Name, and
select Create.
The Template Name will be used as the title of the performance review form.
- In the Employee Group Assigned To This Template section, select the Employee Group that will complete this performance review form.
-
To add text to the top of the form, select
Edit Header
Text.
The Note for This Form window opens. Enter text in this window, and select Save.
-
To add a section to your form, select
Add New Item Group.
You will use these item group sections to group performance review questions.
- In the Item Group field, enter the name of the question section. For example, Communication.
- In the percentage field (%), enter the percentage that questions in this group will count toward the overall total (the overall total must equal 100%).
- To add this section to the review, select Add New Item Group.
- When you first create an item group, it displays as rolled up. Select an item group name to expand that section.
- To add a question to a section, select Add Item.
- Use the Item Number field to number your questions (optional).
-
In Item Prompt, enter the specific review question.
If you have additional notes for this question, select Edit Long Prompt to add that text.
-
Use the Response Type dropdown and
the Advanced Options
button to choose the answer format for a question. In order for your question to
count toward the performance review score, you must select one of the following:
- A response type that allows for a lookup with a
numeric Database
Value (cannot exceed 5) created in Manage Lookups. These include:
Dropdown
and Radio
Button. After you select one of these response types,
select Advanced
Options to choose a lookup.Note: The maximum Database Value that can be used for scoring is 5.
- The Rating response type. This response type allows users
to select one to five stars as a way to rate their performance in
relation to a question.Note: You can select other Response Types, but they will not count toward the total performance review score. See Response Type Options for Templates for more details.
- A response type that allows for a lookup with a
numeric Database
Value (cannot exceed 5) created in Manage Lookups. These include:
Dropdown
and Radio
Button. After you select one of these response types,
select Advanced
Options to choose a lookup.
- When you have finished modifying your form, select Back to Manage Performance Review Templates to create or review another template.