Creating a performance review template

Understand how to create a new performance review template in Sage.

Resolution

1. Select the Performance Review Templates tab.
2. On the Template Library Home page, select New.

   Sage People displays the New Template Library Item page:

   

3. Complete the fields as follows:

   Field	What to enter
   Template	A name for the template. The template name displays in WX for managers and employees to select when running a performance review. Use a name that makes the template easy to identify in a list. For example, Full Year Finance Review.
   Type	Picklist. Select the picklist and choose Performance Review.
   Description	A brief description of the template.

4. Select Next.

   Sage People displays the Performance Review Template Edit page:

   

5. For each section, build the performance review template. Drag fields from the Available Fields list on the left and drop them into the Selected Fields list on the right. Smaller screen sizes can display Selected Fields below Available Fields within each section.

   The Available Fields lists include managed package fields and custom fields you create in your org. The fields for Manager Review and Additional Details section come from the Performance Review object. The fields for Self Review section from the Self Performance Review object. And the fields for Continuous Feedback from the Feedback Item object.

   You need to create any custom fields in the relevant object before you can add it to a template. You can't do it on this page. For more information about adding a new field, see Adding custom fields. In the Performance Review process in WX, custom picklist fields display after all other custom field types. The Performance Overview process in WX supports the formula fields in performance review templates. However, it can cause issues or not display correctly in the Performance Review process.

   In the redesigned Performance Overview in release Y24.2, Additional details fields display in the Supporting information sidebar. Only fields with values display.

   • Drag fields to the Selected Fields panel into the order you want them to appear on the review form
   • Each section - Manager Review, Self Review, Additional Details, and Continuous Feedback - stores as a separate and unique template version

   • Mark fields that users must complete for the review by checking the Required checkbox:

     

   • When setting up a template for continuous feedback, select exclusively from the Available Fields that display in the Continuous Feedback section:

     

   • You can move selected fields back into the Available Fields list. However, after you use a template as the basis for a review, you can't delete any custom fields you used. Deleting fields you use in performance reviews stops the Performance Review process from working.

6. Select Save.

   Sage People creates the necessary template versions and Template Field objects. It displays the Template Library Item Detail page:

   

   The Template Versions related list shows the Manager, Self, and Additional Details component versions for the template.

   Newly created templates save in draft status. Publish these before you can use them for performance reviews. You can edit a template in draft status.

7. When the template is ready to use for performance reviews, select Publish:

   

   The Template converts to Published status. The system replaces the Publish button with Unpublish:

   

    

   You can now use the template for performance reviews. To add conditions to control when users can select the template, define constraints and link them to the template.

   You can return a published template to Draft status by selecting Unpublish on the Template Library Item Detail page.