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.