Review templates are what you will use when launching performance reviews to your team. By having templates ready, you can launch these reviews effortlessly as the sections and scoring will already be determined in the templates. This will make launching multiple types of performance reviews much easier because you won't have to rebuild each one. In this article, we cover the templates available and how to create your own.
In this article:
Performance Reviews: Templates
Performance Reviews: Template Options
Pre-Built Review Templates by ClearCompany
Performance Reviews: Create a Performance Review Template
Performance Reviews: Edit a Performance Review Template
Additional Resources
Review Templates Download
Performance Reviews: Templates
The review template is the review form that is filled out to evaluate the review subject. It contains all of the questions you wish to include to evaluate the subject.
What is the difference between a 360 review template and a performance template? The only difference between a 360 template and a performance template is that 360 reviews do not include Goal Review and Goal Planning sections. Typically, 360 reviews include questions that are geared towards soliciting peer and managerial feedback (evaluating people management skills and team-based skills).
Performance Reviews: Template Options
When creating a Performance Review Template, the following settings must be set up.
This is the title of your review template, for example, "Yearly Performance Review".
These toggle visibility scores from the reviewers.
- During Review: If selected will hide the review score from employees and reviewers while they are completing the review.
-
After Review: You can select from the users below who can see the reviews after they are done.
- Review Subject
- Review Subject's Manager
- Review SUbject's Manager's Manager
- Everyone except Performance Admins
Pre-Built Review Templates by ClearCompany
The performance management experts at ClearCompany have created pre-built performance review templates and review best practices guides to provide HR teams with guidance and recommended questions for every common review format so HR teams can design and execute review cycles quickly. Use our pre-built review templates “as is” or edit them within the platform to customize for your organization.
- 360 Peer Reviews
- New Hire Reviews
- Semi-Annual and Annual Reviews - Managerial Employees
- Semi-Annual and Annual Reviews - Exempt Employees
- Semi-Annual and Annual Reviews - Non-Exempt Employees
- These templates can be previewed but note, that because they are dynamic, you will not see real data loaded in the preview.
- If you want to include a dynamic section in another performance review content template, then you need to add the right type of section.
Performance Reviews: Create a Performance Review Template
Note:
You are unable to add Goal Review or Goal Planning sections to a 360 Review. Goal feedback and setting is a function intended to be a conversation between a manager and their direct report as a matter of best practice.
- Begin by heading to Setup in your Tools menu.
- Select Templates from Performance Setup.
- Click Create A New Template> Select the appropriate review type.
- Create your review template by adding and modifying sections:
- Title: Create a title for the review template
- Select Section: Select the review sections you would like to include in this review template. To add additional sections, click Add section in the bottom right-hand corner.
- Total Weight: Standard and Goal Review sections will require a weight. The weight is a percentage, so the total weight should add up to 100. Weighting affects Score Distribution and 9-Box reports. Q&A and Goal Planning sections do not receive weight because they do not collect quantitative data.
- Include Final Score: This will allow for a final question/score at the end of a review.
- Review Score Visibility: During/After Review
- Preview: Click this button to preview the format of the review contents.
- To edit a review section from the template setup, click the pencil icon next to the section selection.
- To remove a review section from the template, click the
minus icon next to the section selection.
- When you are finished, click Save.
- Begin by heading to Setup in your Tools menu.
- Select Templates from Performance Setup.
- Select 360 Review from the review type dropdown that appears when you click New Review.
- Click Create A New Template> Select 360 Review from the review type dropdown that appears.
- Create your review template by adding and modifying sections:
- Title: Create a title for the review template
- Select Section: Select the review sections you would like to include in this review template. To add additional sections, click Add section in the bottom right-hand corner.
- Total Weight: Standard, company competency, and role-based competency sections will require a scale. The weight is a percentage, so the total weight should add up to 100. Weighting affects Score Distribution and 9-Box reports. Q&A sections do not receive a weight because they do not collect quantitative data.
- Include Final Score: This will allow for a final question/score at the end of a review.
- Review Score Visibility: During/After Review
- Preview: Click this button to preview the format of the review contents.
- When you are finished, click Save.
One of the most powerful aspects of the ClearCompany performance review system is Performance Admins can administer reviews that pull in dynamic data about the individual to be reviewed. This dynamic data about a review subject includes their:
-
Goals, to learn more check out: Goals and Performance Reviews: A Comprehensive Guide.
- For purposes of Goal Reviews
- For purposes of Goal Planning
-
Competencies, to learn more check out: Role Management.
- Role Competencies
- Company Competencies
Performance Reviews: Edit a Performance Review Template
- Begin by heading to Setup in your Tools menu.
- Select Templates from Performance Setup.
- Click "Edit" on the Template you wish you Edit
- A window will pop up alerting if you are sure "Are you sure you want to edit this template? The following cycles will be affected" with a list of all the reviews that are active and completed.
- If you are sure, click "Edit".
- To edit a review section from the template setup, click the pencil icon next to the section selection.
- To remove a review section from the template, click the
- Confirm the rest of your settings and when you are done Click "Save"
- Begin by heading to Setup in your Tools menu.
- Select Templates from Performance Setup.
- Click "Edit" under the 360 Review Template you wish you Edit
- A window will pop up alerting if you are sure "Are you sure you want to edit this template? The following cycles will be affected" with a list of all the reviews that are active and completed.
- If you are sure, click "Edit".
- To edit a review section from the template setup, click the pencil icon next to the section selection.
- To remove a review section from the template, click the
- Confirm the rest of your settings and when you are done Click "Save"
Additional Resources
Create and Edit Survey Templates
Performance Reviews: Sections
Performance Reviews: Scales
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