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. After assigning a template, you can also unassign it if required.
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.
Assign template to individual employee
- Click MANAGE.
- In the Template Status column, click the Plus
Icon to assign the template to individual employees. - Select the template and click ASSIGN.
Assign template to multiple employees
1. Click MANAGE and click ACTIONS
2. 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 step, if you have selected AUTOMATIC to share the template, the employees can view it after assigning it to the cycle.
Share 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 an individual or multiple employees.
Navigate to Performance > Cycles.
Share template with individual employee
1. Click MANAGE.
2. Hover over the employee, and in the Shared column, click the Forward 
Icon.
3. Click SHARE.
Share template with multiple employees
1. Click MANAGE and click ACTIONS.
2. 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.
Unassign template
You can modify the template anytime. However, you must unassign the template and reassign it for the employees to view the modified template.
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.