Create and Manage Feedback Templates

Create feedback questions to add to a template. See Create and Manage Feedback Questions.

Security: Set Up Employee Reviews
domain in the Performance Enablement area.

When you use a feedback template, you can add and group questions that you create for your organization. You can create 3 types of feedback templates:

Feedback for Review

Feedback on Self

Feedback on Worker

Access 1 of these tasks:

Create Feedback Template

to create a new template.

Configure Feedback Template

to update an existing template.

As you complete this task, consider:

選項	說明
Lock Template	Select the check box to ensure that users can't add, change, or delete questions in feedback requests. If you leave a template unlocked, a feedback requestor can change the content of the question body in text, date, and numeric questions. If you translate questions in an unlocked template, feedback requesters can change the content, causing inconsistencies with the original translation. Workday doesn't retranslate updated questions in unlocked feedback templates.
Inactive	Select the check box when you don't want to use the template in future feedback events. You can't update an inactive template using the Maintain Feedback Setup task or assign the template to a condition rule.
Template Help Text	Create help text to display in Give Requested Feedback events. Workday displays business process help text first when you create both business process help text and feedback template help text.

Add questions and competencies to the template on the

Questions

grid.

Select a competency relating to a feedback question from the

Relates To

prompt. Feedback on questions related to a competency display on the manager evaluation step for an employee review.

Workers can select the template when they request feedback.

Set up default feedback templates and condition rules to determine which templates apply to specific groups.