Your team may wish to have specific questions asked/answered during the performance evaluation process.
With Report Templates, you can now pre-build those elements to be added into reports when being drafted.
If you have any questions regarding how to get started with reports, you can visit our Creating a Review FAQ.
Templates can be built by team Administrators and can be accessed by navigating to the Company Settings page.
When building a template, simply define the type of template you're creating and then write or add the content you would like to be included.
There are four different types of templates to be used at different points in the report:
Both Managers and Employees can access templates when editing or contributing to a report that has been created by or shared with them.
To use a template, simply click any "+ Add Note" button and use the included dropdown menu to select the appropriate template.
The dropdown will list any templates that have been created for that specific section type.
Once you're done writing the note, make sure to click "Save" to save your response to the report.
For other report features, visit the Creating a Review FAQ page.