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IMPACT Product update: April 2023 - 🗂 Templates for performance reviews

Hey there!

IMPACT's update simplifies creating performance reviews for HR professionals and team leaders. The update includes research-backed templates and questions for Leadership, 360-review, and Manager's assessments. Plus, you can save time by customizing and saving your own questions and templates for easy access in the future.

Let's take a look at how these templates work.

Introducing Review Templates in IMPACT 🎉

About templates

Now you can access 3 performance review templates in IMPACT, curated by our HR expert. These include:

- 👨🏻‍💻 180 Degree Performance Review. A template for assessing an employee's behavior, competencies, values, and more. It typically involves the employee's manager and an HR professional. Learn more
- 🔄 360 Degree Performance Review. A template for evaluating employee effectiveness, collaboration, and leadership based on criteria. This typically involves the employee, their manager(s), subordinates, and colleagues. Learn more
- 👩🏻‍💼 Leadership Performance Review. A template for evaluating the effectiveness and leadership of managers. The review typically involves the manager, their supervisor, and subordinates. Learn more

Apply a template in IMPACT

Select one of the templates to create your performance review in a few clicks. Essential information will be pre-filled for you, such as name and introduction text for participants, pre-set questions with evaluation scales, and score attribute/competency suggestions.

To use the templates, go to the "Reviews" section, choose the "Manage" tab, and click "Review templates.”

Access review templates in Plai

Create your templates and questions

Add your templates in the '🗂 Templates' tab by clicking "New template." Set up an introduction, questions, and visibility settings for your templates. You can modify them later in the templates editor.

To add questions as templates, click the 'Reviews' → 'Questions' tab and click "Add question.” Afterward, you can set up your question, evaluation scale, participants, and visibility. To make it easier to find your questions later, we suggest adding tags to them. You can search for questions using those tags.

Access your templates/questions

To see your templates and questions, go to the 'Reviews' feature in the menu and choose either the 'Questions' or '🗂 Templates' tabs.

You can also add templates and questions while creating a new review by using the context panel. To open the context panel, click the 'arrow' button at the top right of the screen. To find related questions to your topic, try using tags. For example, in the screenshot below, we searched for questions about performance appraisal using the "180 review" tag.

Updated on: 21/02/2024

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