The ADD REVIEW TEMPLATE takes you through a wizard to make sure you're giving the relevant information and level of visibility to your platform users.
Step One
Navigate to the Reviews area of the platform in administration mode, then select the TEMPLATES tab.
🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
Configuration ➡️Reviews ➡️TemplatesSelect the ➕ next to Templates and skip to step three of this guide.
Step Two
Click on the ADD button to the right-hand side of the screen - this will open the ADD REVIEW TEMPLATE pull-out drawer.
Step Three
Create a title, description for the review. This information will be seen by employees who create this type of review in the platform.
You can also pick a folder to help categorise your review types.
Step Four
Configure the notifications for this review template. These will ensure that the review participants receive notifications including review creation, completion, and reminders.
Click the NEXT button in the bottom right-hand corner of the screen to proceed to the next step.
Step Five
Within the SETTINGS section of the form, you're able to adjust the following toggles:
| Toggle Name | Action |
|---|---|
| Review is sensitive | Applies a visual indicator to indicate to the participants that the nature of the review is sensitive |
| Review score is excluded | Removes the 'SCORE' section of the review (even if there are scored questions associated with the review) |
| Review score cannot be overridden by Manager | Removes the ability for the Reviewer to adjust the review score for the review |
| Review should include conversation section | Turns on the function for the Reviewee and Reviewer to liaise with comments in the conversation area |
| Review should recur | Allows the review to automatically recur at an interval of days, weeks, months, and years. Toggling this on will allow you to determine whether the recurrence should happen on the review's due date, or on the date the review has been marked as 'complete'. |
| View Internal Feedback | Includes the Internal Reviewer's feedback in the PDF download. |
| View Reviewer Feedback | Reviewer can view the Reviewer's feedback in the PDF or on the Review Details page (if visibility has been given) |
| Review should disable Objective Scores | Objectives which are marked as 'complete' inside a review do not contribute to the review score |
We would recommend keeping the View Internal Feedback untoggled to assist with more formal HR processes like disciplinaries and grievances.
Step Six
Within the ADDITIONAL REVIEW ITEMS section, you can turn on the Review should including objectives toggle to incorporate the OBJECTIVES section into the review.
You can also enable the Skills Assessment element of the review by toggling on the Review should include skills assessment switch. Toggling this on will allow you to turn off optional commentary for the skills assessment.
Click the NEXT button to proceed to the next section.
Step Seven
In the REVIEW PARTICIPANTS section of the form, you can select the individuals involved with the review, such as the Reviewer (mainly Managers) and Reviewee (usually Employees). For further information on the different participant types, please refer to this guide.
You can add a participant by ticking the check-box and selecting their feedback questions in the drop-down menu. For further information on creating feedback questions, please refer to this guide.
Once the participants and their feedback questions have been selected, click the NEXT button to proceed to the next page of the form.
Step Eight
In the REVIEW TEMPLATE ACCESS section of the form, you can decide who is able to set up this type of review. Leaving the Review template can be used by anyone toggled on will allow the template to be used by anyone - including employees in MYSELF mode.
Alternatively, you can select which Users, Groups, Departments and Sites you want to be able to use the template. For example, you may want to restrict the creation of exit interviews to your HR department.
Step Nine
In the ACCESS FOR IN PROGRESS REVIEWS section, you can add Departments, Groups, Participants, People, Sites, or Security groups. This will enable the effected users to view this review whilst it is being completed (even if they are not directly contributing to the review itself).
Enabling the toggle below will mean that the review will be visible to employees within that Reviewees downline, even if they are not directly involved with the review.
Individuals who have viewing permissions, and do not directly contribute to the review will be able to see any created reviews in the SHARED WITH ME tab when navigating to the Review area of the platform in MYSELF mode.
Step Ten
In the ACCESS FOR COMPLETED REVIEWS section, you can add Departments, Groups, Participants, People, Sites, or Security groups. This will enable the effected users to view this review after it has been completed (even if they are not directly contributing to the review itself).
Enabling the toggle below will mean that the review will be visible to employees within that reviewee's downline, even if they are not directly involved with the review.
Click NEXT to proceed to the final page of the form.
Step Eleven
The final page of the ADD REVIEW TEMPLATE pull-out drawer will confirm the information and settings you have configured in the previous pages.
Click the SAVE button to load the CONFIRMATION REQUIRED pop-up. Then click the YES, CONTINUE button to add the review to the platform.