Create performance review template

Templates are questionnaires used to evaluate employees’ performance. A template can include multiple sections, with each section containing multiple questions (sub-sections with sub-questions).

Engagedly offers you predefined performance templates curated by industry experts, which are available in the Engagedly library.

HR/admins can also create customizable templates based on the organization's goals, values, and specific evaluation criteria. Template creation allows the admins to add goals, job competencies, and IDPs to the review form.

You can add a template from either the Engagedly library or create one that suits your requirements.

Navigate to Performance > Templates.

Add template

1. Click + Add From Engagedly library to use a template from the Engagedly library.
2. Hover over the template and click Preview to view the template before using it.
3. Select the template and click COPY.

After adding a template, you can manage it if required.

Create template

You can create a template with questions tailored to your organization's needs.

1. Click CREATE at the top right.
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, subsection, and question to assign different levels of importance.
  You can add weightings to sections, subsections, and questions only after they are added and the template is saved.

• Enable custom rating scale.

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

You can enable different rating scales for each section within a template.

The system will automatically calculate the following:

• Section rating calculation: Each section’s rating is based on an average of the responses to the questions and sub-questions within the section.
• Final rating calculation: The final rating is calculated by normalizing it based on the rating scale defined in the cycle settings, which serves as the primary reference point. It is derived from the section ratings and the average cycle rating, ensuring a comprehensive assessment.

If the custom rating scale is disabled, the section will follow the rating scale defined in the cycle settings.

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 one or multiple goals and IDPs of employees to 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 new cycle to assign the template to or assign it to an existing cycle as required.

After assigning a template to the cycle, you can add the employees to it.

You can manage the template if required.

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