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Administrator Guide
Last Updated: 2024-09-06
Maintain the Performance Review Master Template

Maintain the Performance Review Master Template

You can maintain a template for performance reviews with a standard selection of section categories and questions that your company can use to carry out standardized performance reviews.
  1. Select
    Navigate
    Templates
    .
  2. On the
    Templates
     page, select the
    Performance Reviews
     tab.
  3. From the
    Performance Review Template
     section, click
    Edit
     to open the
    Performance Review Master Template.
  4. Add new sections and questions to the master template from the sidebar. To update or delete an existing question, click
    Edit
    .
    The total weight of all questions in a section must equal 100%.
    To delete or duplicate a section, click the header.
  5. When you’ve updated all of your different sections and questions, click
    Sections
     to open up the
    Sections
     list. Allocate a percentage weight for each section. The total weight of all sections must equal 100%.
When a stakeholder creates a performance review they can remove and change questions in their performance review, but they can't remove or change default sections. Stakeholders can edit the weighting on sections.