Creating or editing performance review templates

How to set up and manage your performance review templates

MyHR's template library

To find the template library, go to My Business > Reviews and then just under the graphs you will find the 'Templates' button. This will take you to the template library which will have three templates loaded in as a starting point (General performance review, objectives & key results, values-led review). 

To create a template click 'create template' and you will see the following options. 

AI Templates 

We have an option to create a template from AI generation. This will pull a general template based on a drop down box of roles to give you a starting point. This can then be edited to suit your specific role.

Find it here: My Business> Reviews> Template Library> Create Template> AI generated. If you require company or employee specific help to create KPIs this is also something advisory can help you with, via the chat bubble - if the template does not cover what you would like.

Duplicating templates

Duplicating templates helps when you want to start with something from your template library but want to make a slightly different template for a different team member or department. 

Adding an item

Some of the default templates are showing examples of how you could set up your reviews. Take whichever template you like and add new items to set up content specific to your organisation.

1. In the relevant section, select 'Add item'
2. You can use items as: goals, KPIs, objectives, key results, or tasks. You can draft your own, or browse the MyHR examples for inspiration.
3. Once you've decided what your item is, you'll select which attributes are relevant for that item:
   1. Progress tracker: This means an item can be completed, or not. We'd like your feedback about other ways you might like to track progress of your items.
   2. Rating scale: This allows your item to be rated once it gets to the appraisal phase of the review.
   3. Due date: If you have a deadline for a specific item to be completed, use this to make it clear.

Editing and deleting items 

To edit and delete items in your performance review, once you are in the template or review select the edit or delete on the item in question.

If you delete an item, you'll find the record of that deletion in the history, which you can access from the top right.

If you need to edit an item, you'll be able to edit the content as well as turn off an on the attributes of that item.

1. Progress tracker: This means an item can be completed, or not. We'd like your feedback about other ways you might like to track progress of your items.
2. Rating scale: This allows your item to be rated once it gets to the appraisal phase of the review.
3. Due date: If you have a deadline for a specific item to be completed, use this to make it clear.

Once your template is ready to go, find out how to start a review.