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.Step 3: The performance review cycle window opens. Select the employee and click  Icon under "Template Status" to assign a template to the employee. Step 4: “ASSIGN TEMPLATE” window opens. Select the template and click ASSIGN.The template is assigned to the employee.

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.Step 3: The performance review cycle window opens, and click ACTIONS.Step 4: “ACTIONS” window opens. Select Assign under the "Template" section and click SELECT.Step 5: Select the “Employee” check box for multiple employees and click Assign.Step 6: “ASSIGN TEMPLATE” window opens. Select the template and click Assign.The template is assigned to multiple employees.