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 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.

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 3: Click ACTIONS under the "Process" tab to share templates with multiple employees.

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

Step 5: Click the Filter  Icon on any column to filter out the employees based on their job title, manager name, status, etc.

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.