Creating a review template

Use the Templates page within Review Administration to personalize review cycle questions to your team’s liking.

How to find review templates in Perform

1. Log in to PI Perform.
2. Click on “Reviews” on the left-hand side.

3. Select “Review Administration” from the options.

4. You’ll land on the “Review cycles” tab of the Review Administration page.
5. Click the “Templates” tab near the top of the screen.

Here, you’ll see a “Standard review template” built by PI, along with any custom review templates created by you or another admin.

How to create a new template

There are two ways to create a new review template:

• Create a template from scratch
• Duplicate and modify an existing template

Creating a blank template

From the Templates page:

1. Click the “Create template” button in the top right.

2. Enter a name and description for the template.

3. You’ll see three different question groupings:

• Self review – questions intended for the review recipient
• Manager review – questions intended for the manager
• Summary – questions designed to help the manager summarize the review

4. Click into a grouping.

5. Select “Add content.”

6. Select the type of question from the “Content type” dropdown.

7. Specify the question, description, and any supporting options.

8. (Optional) Set the question as “optional” if you want to allow the recipient to skip it.

9. (Optional) Click “Add Content” to create another question.

10. When finished, click “Back to template” in the top left.

11. Repeat as needed for the other question groupings.

12. Save changes by clicking “Save & Exit” in the top right. (Important: You can save and exit at any time. However, to use your template, you must provide at least one question per section.)

Note: When completing Manager Questions, you will see another optional field: “private question.” Toggle this option if you want the question answered by the manager but not shared with the review recipient.

For example, you may wish to ask the manager a performance question that leverages sensitive information or data.

Duplicate an existing template

From the Templates page:

1. Click the “More actions” button next to the template you’d like to duplicate.
2. Click “Duplicate template.”

3. You’ll be brought to a pre-populated template, ready to modify.

4. Modify your template as needed by following steps 3 through 12 from the above section.

How to use your review template

To use your new review template, initiate a review cycle. During the setup process, you’ll be prompted to select a template from your list of existing ones.

FAQs

Additional support

• Initiating a review cycle
• Preparing employee data for your review cycle

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