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.
Step 4: Hover over the template status of the employee and click the Share Template


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.

Step 4: In the "Actions" window, select Share under "Template" and click SELECT.

Step 5: Click the Filter

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Step 6: Select the employees and click SHARE.

Step 7: Select the Send Notification checkbox to notify the employees when the template is shared, and click SHARE.