Create a Performance review Template

Templates are the questionnaires used to evaluate the employees’ performance. HR/admins can create customizable templates to fit the organization-specific evaluation criteria. You can include multiple sections in a template and multiple questions in a section.

Template creation allows the admins to add goals, job competencies, and IDPs to the review form.

Navigate to Performance > Templates.

1. Click CREATE.
2. Type the template name and click NEXT.
3. In the TEMPLATE SECTIONS, type the section title and its description, and click SAVE.

The Add sub section field appears automatically when you add a section to the template.

The Add question field appears automatically when you add a subsection to the section.

Based on your requirements, you can perform the following actions at the section and subsection levels.

At the section level, you can

• Click Add + sub section and + Add question to add the subsection and question in each section.
• Toggle the button to enable or disable employee and manager ratings and comments for the section.
• Enable Mandatory rating and comments for employee and manager.
• Click Weighting to add the weights for each section and subsection to assign different levels of importance.

• Hover over the section and select the Edit, Delete, and Six Dot Icons as required.

Add goals, job competencies, and IDPs

You can add the employee's goals, job competencies, and IDPs into their review form, streamlining the review process and saving time and effort for the employees and reviewers. This facilitates a holistic assessment of employee performance, enabling meaningful feedback and focused development planning.

1. Click the ADD drop-down, and select + Section, + Goals, + Job Competency, or + IDP as required.
2. Type the name and description.
3. Select the necessary options and click SAVE.

If required, you can

• Add multiple goals, job competencies, and IDPs of employees into their review form.
• Enable the options Make Goals Mandatory for Employees and Make IDP Mandatory for Employees, allowing employees to add at least one goal and IDP, respectively, to their review form.
• Toggle the button to enable or disable employee and manager ratings and comments on the goals, competencies, and IDPs.

• Enable Automatically fetch goals to fetch the goals automatically into the review form. Learn more in Automatically fetch goals into the review form.

At the subsection level, you can

• Hover over the subsection and select Edit, Delete, Plus, and Six Dot Icons as required.
• Click + ADD COMPETENCY FROM LIBRARY to add the competencies from the Engagedly competency library.

 

You can PREVIEW the template and click SAVE at the top right to save it.

After creating the template, you can assign it to the existing cycle.

1. Click the Overflow Menu for any template and select Assign.
2. Select an existing cycle and click SELECT.

After creating a template, you can create a cycle (if you want to assign the template to the new cycle) and add the employees to it. You can edit the template as required.

Learn more in the glossary to understand the key terms of Performance.