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.
How Can I Create Templates?
- Head to Template Settings ⚙
- Press on +Add template
- Introduce a template name
- Press on Create Template
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).
How do I edit a question?
- Click on (...)
- Select edit of choice
How 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.
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 ⏏️
