Create a Performance Review Template

1. From the Settings menu, select Performance Reviews and click the Templates tab
2. Click New Template 
3. Name your template. For example, this can be based on departments or office locations who will be using this template (ie: Customer Service, Head Office, Sales, etc.)
4. Under Options, select the sections you would like to include in the template. 

• Goals: All goals in progress or completed. 

• Feedback: Feedback submitted by the employee, their manager(s), and/or their peers.

• Skills: Any skills entered or modified within Staff™.

• Notes: Any notes added within Staff™. Depending on viewing restrictions,  some notes may be excluded (for example, if a manager has added a note they don’t want the employee to see, it will not be visible to the employee in the review template). 

• Attendance: Includes any leave recorded in Time-Off™.  

• Warning: All warnings issued to an employee (both accepted and declined). 

5. Choose if the review will require a signature from the employee. If required, the review will only be marked complete when the employee signs it.
6. Click Continue

1. Beside the template name, select the pencil icon
2. Click Add Question
3. From the dropdown, select a Competency to display all of the questions associated with that competency
4. From the following dropdown, select the question you would like to add to your template
5. Repeat for all questions