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Create a Performance Review Template

May 13, 2019 · All About Instant Feedback & Performance Reviews,

To create a Performance Review Template, follow these steps:

  1. Go to the top Menu “Feedback” and click on “Performance Review Templates”
  2. Click on “New Template” button
  3. Give it a name and a period and click on “Save”
  4. To edit this performance review and start creating Section & Metrics, click on “+Add Section” and “+New Item”
  5. Fill in the required fields of “Sections”, “Metric”, “Description”, “Weight”, “Assessment template”
  6. Click “Submit” button to save