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How to create a new performance template

  1. Go to Performance
  2. Select Reviews > Template
  3. Click Create New Template
  4. Add a Title to your form
  5. On the right hand side, there are 9 fields that you can select from to populate your form e.g if you want a question to return a date, choose the Date Field Type
  6. Typing / would allow you to add blocks e.g Logo or Image on the form
  7. If you want a drop down list as an option for a field choose Select and populate the field with your list options
  1. Text allows you to type open text
  2. Selecting Sign will ask the employee to sign the form. If added, the form cannot be submitted without the employee signature
  3. Attach allows users to add new files or documents to the form when completing
  4. All fields input will require a Field Label
  5. Click Save when your form is ready
  6. Insert the Review Title
  7. Select the correct Review Type
  8. Choose Where to Store the form in an employee’s resource folder
  9. Press Submit to save the form