Assign Template in the Performance Review Cycle

Admins can assign templates to individual employees and multiple employees in the performance review cycle.

Follow the steps below to assign the template:

Assigning the Template to an Employee

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Select the performance review cycle under “Cycles” and click MANAGE.RER_01.pngStep 3: The performance review cycle window opens. Select the employee and click Group_9.png Icon under "Template Status" to assign a template to the employee. APT_01.pngStep 4: “ASSIGN TEMPLATE” window opens. Select the template and click ASSIGN.APT_02.pngThe template is assigned to the employee.APT_03.png

Assigning the Template to Multiple Employees

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Select the performance review cycle under “Cycles” and click MANAGE.RER_01.pngStep 3: The performance review cycle window opens, and click ACTIONS.APT_04.pngStep 4: “ACTIONS” window opens. Select Assign under the "Template" section and click SELECT.APT_05.pngStep 5: Select the “Employee” check box for multiple employees and click Assign.APT_06.pngStep 6: “ASSIGN TEMPLATE” window opens. Select the template and click Assign.APT_07.pngThe template is assigned to multiple employees.APT_08.png