Performance review templates can be tailored to how your organization conducts reviews. For example, if you review all of your employees using the same questions, you will only need 1 template. If you would like to review according to department or offices, create different templates for each.
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From the Settings menu, select Performance Reviews and click the Templates tab
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Click New Template
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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.)
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Under Options, select the sections you would like to include in the template.
Note: The information displayed will depend on the date range selected when creating a new performance review. It will also depend on the modules your organization is subscribed to (for example, if you do not use Time-Off™, attendance will not be included in the template, even if selected here).
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Goals: All goals in progress or completed.
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Feedback: Feedback submitted by the employee, their manager(s), and/or their peers.
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Skills: Any skills entered or modified within Staff™.
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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).
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Attendance: Includes any leave recorded in Time-Off™.
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Warning: All warnings issued to an employee (both accepted and declined).
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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.
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Click Continue
Now, it’s time to
add questions to your template.
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Beside the template name, select the pencil icon
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Click Add Question
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From the dropdown, select a Competency to display all of the questions associated with that competency
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From the following dropdown, select the question you would like to add to your template
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Repeat for all questions
Note: You can preview your template at any time by selecting "Preview Template"