Assign Performance Template

The administrator can assign a template to an employee for the performance cycle to ensure that the employee's performance is evaluated using the appropriate template. You can assign different templates to different employees in a cycle. Templates can be assigned to employees only when they are added to the cycle.

Assign Template to Individual Employees

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

Step 3: Under the "Template Status" column, you can see all the employees with templates assigned and not assigned statuses.
Step 4: Hover over the "No" in template status column and click  to assign template.

Step 5: You can filter the templates based on template name and status (Active/Archived) OR use the search option to search for the template.

Step 6: Select the "Only favourites" checkbox to see all the templates marked as favourites. 

Step 7 : Select a template from the list and click ASSIGN.

Assign Template to Multiple Employees

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

Step 3: Click ACTIONS under the "Process" tab to assign a template to multiple employees.

Step 4: In the "Actions" window, select Assign under "Template" and click SELECT.

Step 5: Click the Filter  Icon in any column to filter the employee list and assign the template based on the filters applied.

Step 6: Select the employees from the list and click ASSIGN.

Step 7: Select the template from the "Assign Template" window and click ASSIGN.