Before conducting a review cycle, you need to prepare templates with questions. You must have corresponding permission to work with templates.
To access question templates, go to Performance > Review > Manage templates. Here, you can add templates for different occasions and manage them easily.
Question templates
The platform has three types of templates that can be combined in the review cycle:
Self & manager question template is used for employee self-assessment, evaluation by the employee's manager, or both. You provide questions addressed to both the employee and their manager. During the review, the platform automatically displays the relevant questions based on the reviewer's position. If you plan to conduct a 360 review, using this template is mandatory.
Private manager assessment template is optional as it is necessary for additional confidential questions to the manager. Only managers and users who can create and manage reviews can access this part during the review cycle.
General question template can be used in all other cases, such as peer or upward reviews. This template is also mandatory for a 360 review.
Click the 3 dots next to the template to copy, delete it, or edit its name. You can edit the content of templates only if they are not in use.
Types of questions for employee review
You can fill each template with an unlimited number of questions. The system provides four types of questions: textual, rating, yes/no, and competency questions. Each type has its own characteristics and purpose.
Text questions should be used for open-ended questions if you expect a detailed answer.
Rating questions are helpful when answers can be presented using a scale. These questions quantify opinions or performance. You must enter a question and provide options that represent different levels of points. The rating starts from the lowest option (1 point) at the top of the list to the highest-ranked one at the bottom. By default, the platform expects 5 answer options, but you can reduce them to 3 by clicking the 'X' button next to the label. You can also increase the number of options to 7 by using the '+ Add label' button.
Each label can have a description with an explanation or markers to help reviewers clearly understand the rating.
If you need some comments on the answer, enable the corresponding section. If necessary, you can mark comments as required, and it will be impossible to proceed without adding some details to the answer.
Yes/No questions are perfect for short, direct questions or statements for employees to agree or not.
Competency questions are similar to rating ones as they also have a question or statement to evaluate and options presented as a scale (from the lowest to the highest-ranked one). The only difference is that these questions relate to competency, which you must select from the list of pre-added ones. See Creating competency in the system to learn how to add competencies.
💡 Remember that competencies can be applied not to all employees but several ones. When using a template with a competency to review an employee for whom this competency is not applicable, the platform skips this competency question for them. Therefore, make sure that the required competencies are applied to all or relevant employees.
As with rating questions, here you can also adjust the number of labels in the scale, enable commenеs, and make them obligatory.
How to add a new question template
You can create as many templates as you need for different purposes, to do it, complete the following steps:
Go to Performance > Review > Manage templates.
Click + New question template.
Enter the template name.
Select the template type depending on the area of use: Self & manager question template, Private manager assessment template, or General question template.
Click + Add question and select the type you want to add.
Provide a question and, if necessary, options for answer.
You can mark the question as required, making it impossible to proceed without answering.
In the question text, you can add first name or full name variables that will be replaced with the data on the employee being evaluated. It makes questions more personal.
9. Save the question when it is ready.
10. Repeat steps 5-9 to add as many questions as you need.
11. Save the template when all is done.
ℹ️ You can edit each question in the template by clicking the 3 dots next to it. However, you can edit the content of templates only if they are not in use.