Create a Performance Review Template

Steps to Create a Template

1. Access Template Settings

• From the Settings menu, select Performance Reviews.
• Click the Templates tab.

2. Create a New Template

• Click New Template.
• Enter a template name (e.g., Customer Service, Head Office, Sales).

3. Configure Template Options

• Under Options, select the sections to include:
  • Goals: All goals in progress or completed.
  • Feedback: Submitted by employee, manager(s), or peers.
  • Skills: Skills entered or modified within Staff™.
  • Notes: Notes added within Staff™ (visibility restrictions apply).
  • Attendance: Leave recorded in Time-Off™.
  • Warnings: All warnings issued (accepted or declined).

4. Require Employee Signature (Optional)

• Choose if the review requires an employee signature.
• If required, the review is marked complete only after signing.

5. Add Questions

• Beside the template name, click the pencil icon.
• Click Add Question.
• From the dropdown, select a Competency to view associated questions.
• Choose the question to add.
• Repeat for all desired questions.
• Tip: Preview your template anytime by selecting Preview Template.

Restrict Visibility

The Restrict Visibility setting controls who can view a performance review:

• If an employee has multiple managers and Restrict Visibility is enabled:
  • Only the manager who initiates the review can access it.
  • Other managers will not see the review.
• If an admin starts the review:
  • Assigned managers cannot view the review.

Purpose:
Maintains confidentiality and ensures only relevant participants access sensitive review data.