In order to run Reviews for your staff, you will need to build the templates you intend to send to the reviewers. These hold the actual questions that the reviewers will answer. You can learn how to create Review Questions here.
As you will see later, you can also send different templates during and Review. The manager and reviewee might have one template while the peers and direct reports use a different template.
Bear this in mind as you may want to create multiple templates. We recommend that you use one template to get started as this makes interpretation of the responses much easier later.
To get started, go to the Performance > Templates on the sidebar.
You can create a blank template by clicking the Create Template button.
There are two sections to a template: Settings and the Form. The settings, as shown below include the Title, Status (must be active to be used in a review) and the Introduction that staff will see when completing the template during a review.
On the Form Tab, you can change the Sections and Questions of the template. Add sections to group your questions under. Clicking Add Question will show you a selection of your active Questions as created previously.
Publish your form to confirm changes made.
You can also Preview your form to see what reviewers would see when completing it.
Clone one of your own templates
All of your own templates can be cloned. Simply click the Clone button to make a copy. This creates a quick start instead of starting from scratch when creating a new template.