Manage performance review template
After creating a template, admins can edit it if required.
Navigate to Performance > Templates.
You can view a list of templates. Click the Filter 
Icon to filter them based on
- Name, created by, categories, last updated, and status
- Active and archived templates
- Published to library
Click the Star 
Icon on any template to mark it as a favourite.
You can enable Only Favourites to view the favourite templates.
For each template, click the Overflow 
Menu to perform the following actions as required: edit, assign, delete, make a copy, preview, publish to library, export to PDF, or archive.
Notes:
- You can edit the template name, sections, questions, subquestions, and custom rating scale if required.
- Employees with the manage template permission and other admins can edit templates in the library only if the admin shares them.
- Any changes do not reflect in the templates already shared with the employees. You must unassign the template and assign the edited version to them.
- You must add the template to a cycle before assigning it to the employees.
- Make a copy to duplicate the template before editing it, which allows you to reuse the original template at any time if required.
- You must add the template to a cycle to preview it.
- Publish to Library to make the template available for others. After publishing a template, you can view Yes in the In Library field.
- Archive the template to hide it if it is not actively used.
In each template, click the Overflow 
Menu at the top right and select the option as required: assign, delete, make a copy, preview, publish to library, change owner, and share the template with employees, who have manage performance review permission.
Learn more in Performance user guide for admins.
Note: You can share the template with employees who have manage permissions and other admins. Once shared, you, other admins, and the employees can manage the template. However, if you change the template owner, you cannot edit it.