Assign and manage templates
Assign Templates
HR/admins can assign different templates to reviewees only after adding them to the cycle.
Note: You can assign and manage templates only if you select Assign different templates amongst the selected employees while creating a 360 Feedback Cycle.
Navigate to Admin > 360 Feedback > RECENT CYCLES.
Select the cycle you want to assign templates to the reviewees.
Note: You can view previously added templates for other 360 Feedback cycles (if any) in the current cycle to make assigning templates easier.
- Click SELECT FROM TEMPLATE LIBRARY and select the templates from the list.
Or
Click CREATE NEW TEMPLATE to Create a 360 Feedback Template. - Click ASSIGN REVIEWEES, select the reviewees, and click ASSIGN.
- Click the Overflow Menu on the selected template to Preview, Edit, and Remove the template.
Manage Templates
After assigning the templates to the reviewees, you can
- Add more reviewees to the templates.
- Unassign reviewees from the templates.
- Remove all assignments from the templates.
Note: Removing all assignments will unassign the templates for all the reviewees associated with that template.
Unassign Templates
You can unassign the template for the reviewees.
Note: If you unassign the template, the feedback progress of the cycle for the reviewees gets deleted.
- Select the template, click the MANAGE drop-down, and select Select & Unassign.
- Select the reviewees and click UNASSIGN.