Share Performance Template

Once a template is assigned, it can be shared with the employee and any other relevant stakeholders involved in the performance evaluation process.  You can share templates with individual or multiple employees.

Share Template with Individual Employees

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

manage cycle

Step 3: Under the "Shared" column, you can view the template shared status.
Step 4: Hover over the template status of the employee and click the Share Template  Icon.
Share template individual2
Step 5: Select the Send Notification checkbox to notify the employee when the template is shared, and click SHARE.                  

Share Template with Multiple Employees

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

manage cycle

Step 3: Click ACTIONS under the "Process" tab to share templates with multiple employees.
Cycle assign template10-2
Step 4: In the "Actions" window, select Share under "Template" and click SELECT.
Share template bulk1
Step 5: Click the Filter Filter-3 Icon on any column to filter out the employees based on their job title, manager name, status, etc.
Cycle assign template7 (2) (1)
Step 6: Select the employees and click SHARE.
Share template bulk3
Step 7: Select the Send Notification checkbox to notify the employees when the template is shared, and click SHARE.