Performance review templates enable you to create multiple, reusable varieties of performance review. Incorporate the fields you need to capture the data you want to store and analyze for your teams, and maintain the integrity of historical reviews by creating new versions as your processes evolve. You can apply conditions, called constraints, to control when templates are available. Templates are held in the Performance Review Templates library, constraints in the Constraint Library.
Performance review templates offer a more flexible alternative to field sets for configuring the fields displayed to managers and team members through WX performance reviews.
Use templates to support periodic, fixed interval formal reviews, continuous feedback, or a combination of the two.
New Sage People orgs created after July 2018 have 3 performance review templates available as standard:
| Template name | Template purpose | Manager Review | Self Review | Additional Details | Continuous Feedback |
|---|---|---|---|---|---|
| Continuous Feedback | Continuous feedback fields only | No fields selected | No fields selected | No fields selected |
|
| Formal Review Only | A formal performance review, no continuous feedback fields |
Selected fields:
|
Selected fields:
|
No fields selected | No fields selected |
| Formal Review with Feedback | A formal performance review with continuous feedback fields |
Selected fields:
|
Selected fields:
|
No fields selected |
Selected fields:
|
To set up performance review templates, follow these steps:
- Create one or more performance review templates.
You can refine your templates iteratively. When ready publish your draft templates.
- Define the constraints.
- Link templates to the constraints you want to apply.
-
Set Configure page and policy options as required.
- Use the Configure page option to switch on performance review templates across your organization overriding any policy settings.
- With the Configure page option unchecked, use the policy option to switch on performance review templates for users assigned to individual policies.
You can:
- Edit templates to change names, fields, or constraints.
Editing a published template automatically creates a new template version, including the Manager Review, Self Review, and Additional Details field definitions, preserving the earlier version.
- Copy templates and apply changes to the copies to quickly build your Template Library.
- Delete templates when they are no longer required.
When completed and published, templates can be selected by the manager in WX when creating a new performance review.
Performance review templates are fully integrated in the Bulk Performance Review process - selected team members are analyzed and legacy or template reviews applied as appropriate.
You can use templated performance reviews in parallel with legacy, non-template reviews. Use policy settings to switch on templates for targeted groups of employees. Employees transitioned to templated reviews can still access their legacy reviews, which remain unchanged.
Fields available for template sections
The following table indicates if fields are available for the performance review template sections:
| Field | Manager Review | Self Review | Additional Details (Read Only) |
Continuous Feedback |
|---|---|---|---|---|
|
Action |
None | None | Available | None |
|
Action Date |
None | None | Available | None |
|
Action Plan |
Available | Available | Available | None |
|
Annual Average Competency Score |
None | None | Available | None |
|
Annual Average Objective Score |
None | None | Available | None |
|
Career Aspirations |
Available | Available | Available | None |
|
Competency Score |
None | None | Available | None |
|
Development Needs |
Available | Available; | Available | None |
|
Is Being Approved |
None | None | Available | None |
|
Last Viewed Date |
Available | Available | None | None |
|
Last Referenced Date |
Available | Available | None | None |
|
Objective Score |
None | None | Available | None |
|
Rating |
Available | None | Available | None |
|
Rating Score |
None | None | Available | Available |
|
Rating Score Squared |
None | None | Available | None |
|
Review |
Available | None | Available | None |
|
Score |
None | None | Available | None |
|
Self Review |
None | Available | None | None |
|
Strengths |
Available | Available | Available | None |
|
Training |
Available | Available | Available | None |
|
Actions |
None | None | None | Available |
|
Feedback |
None | None | None | Available |