How to create a Template

A Template is a reusable review form. You select a template when you assign an evaluation.

Before you start

• You must be signed in.
• These roles can create a Template: owner and administrator.
• Hiring manager, Office Administrator, and employee cannot open Templates.
• Your organization must have the Evaluations feature.

View Templates

1. Open Retain, then open Evaluations.
2. Select Templates.

The page title is Evaluation Templates. The table columns are Name, Type, Status, and Evaluations.

Status values:

• Active — you can use the template in a new evaluation or a new cycle.
• Inactive — you cannot use the template in a new evaluation or a new cycle.

3. Select Create Template.

Template details

The page title is Create Evaluation Template. The form title is Create Evaluation Template.

1. In Name, type the template name. This example uses Annual Performance Review. The name can have up to 255 characters.
2. In Description, type the purpose of the template. This field is optional.
3. In Evaluation Type, select the relationship between the evaluator and the person.

Evaluation Type options:

• Manager on Direct Report — a manager writes a review of a direct report.
• Direct Report on Manager — a person writes a review of a manager.
• Self Reflection — a person writes a review of their own work.

4. Keep Active on if you want to use the template now. Turn Active off if you want to save the template and use it later.
5. Select Create Template.

Select Cancel to return to Evaluations.

A new organization can already have default templates, such as Annual Performance Review, Quarterly Performance Check-in, and Annual Self Assessment. You can edit those templates. You can also create a new template.

After you finish

A success message confirms the template. You return to Evaluations.

The new template is in Templates. If Active is on, you can select it when you assign an evaluation.

To change a template later, open Templates, then select the template name. Select Save Changes. From the row menu, select Deactivate or Activate. Select Delete to remove a template that you no longer need.