When creating a review cycle, you may want to assign different templates for different users based on a custom field (an identifying factor such as location or role). You can create a custom template prior to setting up the review cycle, or you can use our default templates!
To use a custom field in a review cycle, all you have to do is follow these steps:
Step 1: Make sure that your custom field has been created
You can follow step-by-step instructions showing you how to set up a custom field here! Please note that during review cycle creation, this is referred to as a user field.
Step 2: In the Admin panel, click on "Reviews" found in the left-hand panel and "Create new cycle"
Step 4: Select all "Reviewees" you would like to be reviewed in this cycle
Step 5: Under "Reviewers," first select your default templates
If a Reviewee does not have information in the selected user field, they will fill out the default templates.
Step 6: Scroll down and click "Enable" to select templates for each review group based on user fields
Step 7: Use the drop-down menu to select the user field you would like to assign a custom template to
Once you have made your selection, you will be shown the number of employees who do not have this user field and will be given the default template.
Step 8: Select your templates
After you have selected how you want to customize your review cycles (such as using a custom field for location or department), you will see the options from the custom field expand below.
You can then use the arrow on the right of the field to expand each group and make new template selections.
Step 9: Save your selections
Remember to verify your selections before you launch your review!