After adding the employees to the cycle, HR/admins can assign them the template. While configuring the cycle, you can allow managers to assign and share the template with employees.
You can assign the template to individual or multiple employees. You can filter the employees based on the departments, business units, and locations and assign different templates to different employees as required.
Note: You cannot assign multiple templates to an employee.
Navigate to Performance > Cycles.
- Click MANAGE on the cycle for which you want to assign the template.
Assign the template to individual employee
2. In the Template Status column, click the Plus 
Icon to assign the template to individual employees.
3. Select the template and click ASSIGN.
Assign the template to multiple employees
2. Click ACTIONS, select Assign, and click SELECT.
3. Select the employees individually or in bulk as required, and click ASSIGN.
4. Select the template and click ASSIGN.
Note: While creating a cycle, in the Process Configuration, if you have selected AUTOMATIC to share the template, the employees can view it after assigning it to the cycle.
Share the template with the employees
After assigning the template, you have to share it with the employees. While creating a cycle, in the Process Configuration, if you have selected MANUAL to share the template, you have to assign and share the template manually.
You can share the template with the individual or multiple employees.
Navigate to Performance > Cycles.
- Click MANAGE on the cycle in which you want to share the template.
Share the template with individual employees
2. Hover over the employee, and in the Shared column, click the Forward 
Icon.
3. Click SHARE.
Share the template with multiple employees
2. Click ACTIONS, select Share, and click SELECT.
You can filter the employees based on their reviewer’s name, manager’s name, and job title and share the template as required.
3. Select the individual employees or in bulk as required, click SHARE, and click SHARE.
If you want to modify the template, you have to unassign, modify, and save it. If you want the modified changes to reflect in the template, you have to reassign them.
Note: Unassigning the template will delete the review progress of the employees.
You can follow the above steps to unassign the template for individual and multiple employees, making the template unavailable for them.
Note: You have to click Unassign and/or UNASSIGN in the respective steps to complete the action.
After assigning the template, you have to share it with the employees.