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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 yesterday

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

What's included in this guide?

Edit a Performance Review Template

Edit template details

When necessary, you can edit Performance Review Template details such as name, review type, and description. You can also set notifications for when a performance review is submitted.

To edit details of a Performance Review Template:

  1. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on the respective template

  3. Select the Settings tab

  4. Make any changes you need to Name, Review Type, or Description

  5. Set Notifications if you want to notify others when a review has been submitted

  6. Click the Update button to save your changes

Edit template schedule

To add a new or edit the schedule of a Performance Review Template:

  1. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on the respective template

  3. Select the Schedule tab

  4. To add a new review schedule, select + Add Schedule

    1. Select Once-off or Recurring

      1. For Once-off: Set Who does this apply to?, When to assign?, and When to Notify?

      2. For Recurring: Set Who does this apply to?, Start Date, Repeat cadence, and When to Notify

  5. To edit an existing schedule, click Edit

    1. Make any changes Who does this apply to?, When to assign?, and When to Notify?

  6. Click Update or Create to save your changes

Edit a template page

To edit a page in a review template:

  1. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on the respective template

  3. Select the Template tab

  4. Click the ⋮ button

  5. Click Edit from the list

  6. Edit the page name, attach a file, or description

  7. Click the Update button to save your changes

Edit a template question

To edit a question in a review template:

  1. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on a template

  3. Select the Template tab

  4. Find the relevant question and click Edit underneath it

  5. Make changes to the question, 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. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on the respective template

  3. Select the Settings tab

  4. Untick the checkbox next to Active

  5. Save changes with the Update button

To reactivate a review template:

  1. Go to Performance Review Templates

  2. Click the Edit next to Start a Review on the respective template

  3. Select the Settings tab

  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 Edit

  3. Click Delete from the list

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

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