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      Publish and Share a Performance Review Template

      When an admin creates a review template, it is not visible to other Admins.

      To make the template visible to other Admins, the template creator needs to publish the template to the library. The templates in the library can be editable by the other Admins.

      Publish a Review Template to the Library

      To publish the template into the library, follow the below steps:

      Navigate to Admin > Performance > Templates

      Step 1: In the Performance Module, go to Templates.1.png

      Step 2: Click the Overflow Menu in any template and click Publish to Library.2.png

      Step 3: The status Yes In Library indicates that the template is published to the Library.3.png

      Share a Review Template with Other Admins

      Follow the below steps to share a template:

      Navigate to Admin > Performance > Templates

      Step 1: Click the Overflow Menu in any templates and click Edit.4.png

      Step 2: Click the Overflow Menu in the top right corner of the review template page and click Share.5.png

      Step 3: The Share Template window opens, search and select the user.6.png

      Step 4: Click SAVE.7.png

      Step 5: You can view the shared users at the top of the review template and click Save.8.png

      Note: Any modifications you make to the template will be visible to other users, and the users with whom you have shared it can update it.