Performance review templates

The Performance Review Templates library stores the templates used to create Performance Reviews. Each template records the fields you want to appear on reviews based on it, with the option to mark fields as mandatory.

An organization can have multiple active templates, with each template used to create a review for a different target audience, for a different point in the business year, or for on a date related to an employee's start date or probation end date.

Templates can be versioned as your processes or requirements change. Earlier template versions and all reviews based on them are preserved as generated, ensuring the integrity of historical reviews.

You can apply Constraints to templates, enabling you to control when a template can be used. Constraints are stored in the Constraint Library.