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      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 Filter-Oct-17-2023-07-02-02-8990-AM Icon to filter them based on

      • Name, created by, categories, last updated, and status
      • Active and archived templates
      • Published to library

      Click the Star Star Grey-2 Icon on any template to mark it as a favourite.

      You can enable Only Favourites to view the favourite templates.

      On each template, click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu to perform the following actions:

      • Edit

      You can edit the template name, sections, questions, subquestions, and custom rating scale if required.


      Note: Any changes will not reflect in the templates already shared with the employees. You have to unassign the template and assign the edited template to the employees.

      • Assign

      Note: You must add the template to a cycle before assigning it to the employees.

      • Delete
      • Make a Copy to duplicate the template before editing it, which allows you to reuse the original template anytime if required.
      • Preview

      Note: You must add the template to a cycle to preview.

      • Publish to Library to make the template available for others. After publishing a template, you can view Yes in the In Library field.

      Note: Employees with admin permission can view, access, and edit the templates in the library.

      • Export the template in PDF format.
      • Archive the template to hide it if it is not actively used.

      Manage Template1

      In each template, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM 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: If you share the template with any employees, you and the employees you shared it with can manage the template. However, if you change the owner of the template, you cannot access the template.