Create a template
Templates consist of a set of questions that focus on specific feedback areas for an employee. Using a template makes the 360 Feedback process standardized, as each respondent receives the same questions. You can always modify them to create customized templates.
Navigate to Admin > 360 Feedback.
1. Click Create New Template under RECENT TEMPLATES.
2. Type the template name, click NEXT, and type the template notes if required.
3. Switch the toggle button to YES to enable the competency section on the template.
Note: If the job competency section is enabled, it auto-generates the competencies mapped to each employee's job titles and adds them to the review form.
4. Switch the RATE and COMMENT toggle buttons to enable or disable them, and select the Mandatory checkbox to make the Response Preference mandatory.
Note: If Custom Response Preference is enabled, respondents can provide reviews based on their preferences. They can provide ratings and comments or skip them for any section.
5. Click +ADD SECTION, type the section name and description if required, and click SAVE to add a new section to the template.
6. Click Add Sub Section to add questions to the section, and type the question and question note (optional).
7. Click +ADD FROM COMPETENCY LIBRARY to add competencies to the sub-section, select the necessary competencies from the Competency Library, and click ADD.
8. Hover over the respective section or sub-section to edit, delete, and reorder them if required.
9. Click SAVE.
Note: You can add any number of sections in a template, but ideally, the whole review form should not take more than 10-15 mins on average to respond.