Navigation: Admin > Performance > Templates > Create
Templates help you customize the sections in your performance review forms. They provide you reusability across cycles and also help you manage variations in types of sections you wish to configure across employees.
- Admins and users with relevant permissions can create templates by clicking the 'Create' button in the Templates tab.
- Enter the name of your template and click 'Next'
- The template gets created upon performing this action. You can now proceed to set the sections in your template.
- Enter the relevant template details such as name, notes if any, and template category.
- Select Yes if you wish to enable the competency section in the template. This pulls up all the competencies associated with the job title of the employee, in their review form.
- Select Yes if you wish to enable Goals module integration into the review form. This allows users to add Goals from the Engagedly Goals module, along with the details on Goal progress and status. You can also choose to set the Goals section as mandatory, as required.
- In the Template Sections, add any section of your liking. Enter the title and description of the section, select the rating and comment options and click 'Save'. Enter the questions to be reviewed under this section. Click 'Save' before proceeding to the next question.
- The Job Competency and Goals sections will be auto-populated if the options are selected.
- For each section, you can select whether the Employee and/ or the Manager can provide their ratings, comments, or both.
- For ratings and comments, select whether it is mandatory for the user to perform this action.
- You can add as many sections in the template as per your requirements, by clicking 'Add Section'.
- Click on 'Add from Competency Library' to pull specific competencies and their behaviors from your competency library.
- You can also choose to set 'Weights' for each section. Click 'Weighting' to proceed with setting the weights.
- Set the weights for each section, totaling up to 100%.
- Click 'Save' to save the weights added.
- You can also choose to set the order of each section in the template.
- On hovering over the template section, you can reorder the section by clicking the up and down arrows.
- You can preview the template sections or click 'Save' to save the changes made.
