How to allow non-admin users to create review templates and share it with their managers or HR managers :

How to allow non-admin users to create review templates and share it with their managers or HR managers Print

Modified on: Thu, 18 Jul, 2019 at 1:52 PM

How to allow users to create templates?

The site admin can achieve it with the help of the following options.

Option 1: Allow all users to create a template.

Go to Settings --> Performance Administration --> Check the respective option --> Save

Option 2: Allow specific users to create templates.

This can be done by assigning the respective permission to those users.

Now as per the options above, the users or the specific user will get to see the Templates tab under the performance module along with an option to create templates.

How to Share a Template with your Manager or HR Manager?

Open the created template and you will find the option to Share it with your Manager or HR Manager or anyone in the Organization.

As soon as you Share this template with them, they will be able to see it the templates list and will be able to edit it too.

Also, they will be able to assign it to employees in the review cycle from the Team/Org Dashboard.

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How to allow non-admin users to create review templates and share it with their managers or HR managers Print

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