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Workforce HR
Performance Reviews
Edit or delete a Performance Review Template
Edit or delete a Performance Review Template

Make changes to your Performance Review Templates or remove them from your account entirely.

Updated over a week ago

This feature is available for users who have enabled Workforce HR.

What's included in this guide?

Edit a Performance Review Template

Where necessary, you can make changes to Performance Review Template details, sections, and questions through the Manage Templates tab under HR > Performance Reviews.

To edit the Performance Review Template details:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Settings from the list

  4. Make any changes you need to either the Name, Type, Status, or Description

  5. Click the Update button to save your changes

To edit a page in a review template:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Edit from the list

  4. Find the relevant page and click the ⋮ button

  5. Click Edit Page and change either the Name, Description, or attached files

  6. Save the change with the Update button

To edit a question in a review template:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Edit from the list

  4. Find the relevant question and click the Pencil icon next to it

  5. Make changes to either the name, type, whether it's skippable, who it applies to, any description or files

  6. Save changes by clicking the Update button

Archive a Performance Review Template

When a Performance Review Template is made inactive, it will no longer appear for employees to complete on the mobile app, or for managers to send to employees.

Reports can still be accessed for inactive Performance Review Templates.

An inactive Performance Review Template will also remain under the Manage Performance Review Templates tab and can be reactivated at any time.

To make a review template inactive:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Settings from the list

  4. Untick the checkbox next to Active

  5. Save changes with the Update button

To reactivate a review template:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Settings from the list

  4. Re-tick the checkbox next to Active

  5. Save changes with the Update button

Delete a Performance Review Template

When a Performance Review Template is deleted, it can no longer be sent or accessed. Deleted Template cannot be reactivated. Any reviews completed with the template can still be accessed.

To delete a review template:

  1. Find the relevant review under the Manage Templates tab

  2. Click the ⋮ button next to Fill

  3. Click Delete from the list

  4. Confirm the action in the pop-up menu with the Delete button

FAQs

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