Survey and Performance Review Templates

Create ready-to-use question templates for your performances reviews and surveys.

☝🏽In this article, we will demonstrate how to create a template for surveys. Keep in mind that the exact same procedure applies to Performance Reviews.

Where can I Find Templates? 

For surveys and performances you will find the Templates Section in Settings. You can find the configuration wheel in the upper right corner.

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How Can I Create Templates? 

  • Head to Template Settings ⚙
  • Press on +Add template
  • Introduce a template name 
  • Press on Create Template

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Template Configuration

  • Basic Info 

    ⇒ Here you can edit the template basic information
  • Questions

💡You may add individual questions or add a section that will include multiple questions that cover a common topic (e.g. Personal questions). 

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How do I edit a question?

  • Click on (...)
  • Select edit of choice

screenshot-app.demo.factorialhr.com-2022.06.02-16_16_57How do I delete a template?

💡 You have two different ways to delete a template. The first one is directly via the template. The second option is via the templates dashboard. 

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Importing a Template in Feedback or Performance

🔺 Only Administrators can Create Templates, Managers can only Create Questions.

  • Within Feedback or Performance in Questions
  • Click on ⏏️

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