The Performance Review template is the form that users complete for their performance review.

1. Select Employee Tools > Manage Performance Reviews.
2. Select Manage Review Templates.
3. Select New Template and enter a Template Name.
   Note: To edit an existing template, select that template from the list.
4. Enter a Template Name, and select Create.
   The Template Name will be used as the title of the performance review form.
5. In the Employee Group Assigned To This Template section, select the Employee Group that will complete this performance review form.
   Note: Only one Employee Group can be assigned to any given Performance Review template.
6. To add text to the top of the form, select Edit Header Text.
   The Note for This Form window opens. Enter text in this window, and select Save.
7. To add a section to your form, select Add New Item Group.
   You will use these item group sections to group performance review questions.
   1. In the Item Group field, enter the name of the question section. For example, Communication.
   2. In the percentage field (%), enter the percentage that questions in this group will count toward the overall total (the overall total must equal 100%).
   3. To add this section to the review, select Add New Item Group.
8. When you first create an item group, it displays as rolled up. Select an item group name to expand that section.
9. Select Add Item to add a question to a section.
10. Optional: Use the Item Number field to number your questions
11. Enter the specific review question in the Item Prompt field . Select Edit Long Prompt if you have additional notes for this question.
12. Use the Response Type dropdown and the Advanced Options button to choose the answer format for a question. In order for your question to count toward the performance review score, you must select one of the following:
    • A response type that allows for a lookup with a numeric Database Value (cannot exceed 5) created in Manage Lookups. These include: Dropdown and Radio Button. After you select one of these response types, select Advanced Options to choose a lookup.
      Note: The maximum Database Value that can be used for scoring is 5.
    • The Rating response type. This response type allows users to select one to five stars as a way to rate their performance in relation to a question.
      Note: You can select other Response Types, but they will not count toward the total performance review score. See Response Type Options for Templates for more details.
13. To configure additional settings for each question, select Advanced Options.
    1. To make a question required, select the Response is Required checkbox.
    2. To allow employees to add attachments to a question, select the Allow User Attachments on Item checkbox.
14. To allow manager comments on the employee's performance review, go to Advanced Options and select the Add Manager Comment checkbox.

    To make manager comments required, select the Manager Comment Required checkbox.

    

15. When you have finished modifying your form, select Back to Manage Performance Review Templates to create or review another template.