By default, performance review templates can only be created, edited, and deleted by Admin type roles.

To adjust access for other roles, ensure the relevant permissions have been enabled through Settings > All Settings > Permissions > Customise access and roles here under the HR section.

To get started, navigate to HR > Performance Reviews and select the Manage Templates tab. Then, click the + Add Template button.

Next, add the following details to your Template:

Once all details have been entered, click the Create button.

Once you've added Template details, group similar questions together by adding pages. Use the + Add Page button to create one.

Add a Name for the Page and click the Create button. Additionally you can click the Reference dropdown to include a file and description.

Questions and pages can be dragged into a different order by clicking and dragging the ≡ button.

Once you've added Pages, questions can be added to the template.

To create a new item, click the + Add Question button under the relevant page.

When creating a question, you'll need to include the following details:

Reference files (such as long-form instructions) and longer descriptions can also be included for each question. Once finalised, click the Create button.

When creating Questions, they can be marked as one of either a Text Area, Rating Scale or Rating

This question is completed by responding in text.

Allows the selection of a pre-defined response. These options can be configured in HR > Performance Reviews > Rating Scales.

A 1-5 Star rating.

Once you've finished adding all questions, create your template by clicking the Save button.