Before conducting a review cycle, you need to prepare templates with questions. You must have corresponding permission to work with templates.
Access question templates
Access question templates
To access question templates, go to Performance > Review > Manage templates. Here, you can add templates for different occasions and manage them easily.
In the Used in cycles column, you can see how many review cycles each template is used in. Clicking this number opens a list of all review cycles where the selected template is applied. This helps you quickly check whether a template is actively used before editing it or making changes.
Types of question templates
Types of question templates
The platform has 5 types of templates that can be combined in the review cycle:
Self & manager question template is used when the same questions should be shown to both the employee (self-assessment) and the manager. This is the default option if your self and manager forms are identical.
Self question template is used for questions that should be answered only by the employee in the self-assessment form. These questions are not shown to the manager. This is useful when you want to ask the employee for additional reflections that the manager does not need to rate.
Manager question template is used for questions that should be answered only by the manager. These questions are not shown in the employee’s self-assessment. This is helpful when you need manager-only evaluation items (for example, around potential, promotion readiness, or team context).
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.
Types of questions
Types of questions
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 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.
In addition, you can enable the Unable to Rate option. It is designed to help reviewers indicate when they lack enough information to assess a specific competency fairly and cannot select an answer from the scale. For example, when the reviewer had limited collaboration with the employee on a given competency.
💡Responses classified as "Unable to Rate" are considered as absent answers and are excluded from overall ratings, thereby ensuring that the data remains transparent and reliable.
Adding a new question template
Adding a new question template
You can create as many templates as you need for different purposes. To do so, 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.
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 use basic formatting (bold, italic, underline, bullet points, links) and add first name or full name variables that will be replaced with the data of the employee being evaluated. It makes questions clearer and more personal.
Save the question when it is ready.
Repeat steps 5-9 to add as many questions as you need.
Save the template when all is done.
ℹ️ You can edit each question in the template by clicking the 3 dots next to it.
Editing templates
Editing templates
You can edit templates at any time by clicking the 3 dots next to them. The available actions depend on whether the template is already used in review cycles.
If a template is not used in any review cycle, you can edit all parts of it:
add, remove, or reorder questions
change question types
change scale settings, including adding or removing labels
If a template is already used in one or more review cycles, some fields are locked to keep existing reviews consistent. For templates that are in use, you can edit:
the name of the template
the order of questions
the title and description of a question
the comment setting (enabled / disabled)
label names and descriptions on scales
You cannot:
add or delete questions in a template that is already used in review cycles
change the question type
add or remove labels from a scale