How To Create a Performance Review Template

Goal

• How to create the same Performance Review format for different employees

Environment:

• Push Web App

Process:

1. Click the Employees tab 
2. On the left hand navigation bar, click Performance Reviews 
3. On the left hand navigation bar, click Edit Templates
4. Click New Performance Review Templates
5. Under Title, input the name of the Performance Review
6. Under Positions, click the drop down menu to select the specific Position(s) or leave blank for all
7. On the right side, click the Plus icon that corresponds with Add Another Question
8. Under Required, check/uncheck the box
9. Under Question, input the information that you would like to ask the employee
10. Under Placeholder, input the type of information you need to gather from the employee
11. Under Answer Type, click the drop down menu and select either: Dropdown List, Short Answer, Long Answer, True/False Select, or Scale
12. Repeat steps 7-11 to Add Another Question
13. Once done, click Published
14. Once completed, click Save

Additional Information

Performance Review Templates allow you to control the types of questions you would like answered and will streamline this process by assigning templates to different Positions. 

Once you have Published and Saved the Performance Review Templates, you will be able to use these when creating a Performance Review with an employee. 

Please note that only Super Administrators and Team Administrators with permissions to Performance Review Template Positions will be able to create Templates.

Related Articles

• How To Add A Performance Review
• How To Edit A Performance Review