Administration - Creating Review Templates

The following components need to be configured prior to creating a review template (if necessary):

• Competencies
• Competency Levels
• Competency Behaviours
• Global Questions
• Form Templates
• Email notification Templates
• Goals: measures are linked to goals and goals are linked to pillars
• Documents

1. Under the Reviews tab click Review Templates.
   
    
   
   
   
2. Click + Add review Template to create a new template. Alternatively you can copy an existing template by clicking Copy from the actions column.
   
   
   
   
   
3. Complete the mandatory fields then click Submit.
   
   
   
   

   Notifications

   Pop ups: are messages that appear prior to submitting a phase.

   Emails: can be sent to the assigned user.
    

   
   
   
   Goal Setting Phase
   
   
   
   Appraisal Phase
   
   
   
   Development Phase