When creating a review cycle, you may want to assign different templates for different users based on a user attribute (an identifying factor such as location or role). You can create a custom template before setting up the review cycle, or you can use our default templates!
Assigning Templates based on User Attribute
Step 1: Make sure that your user attribute has been created.
Follow the step-by-step instructions showing you how to set up user attributes by checking out Managing Custom User Attributes! Please note that during review cycle creation, this is referred to as a user field.
Step 2: Navigate to the Admin page found at the bottom of the discovery navigation.
Step 3: Click on the "Reviews" tool found in the secondary navigation 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 attribute, they will fill out the default templates.
Step 6: Scroll down and click "Enable" to select templates for each review group based on user attributes.
Step 7: Use the drop-down menu to select the user attribute 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 attribute 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 user attribute expand below.
You can then use the arrow on the attribute's right-hand side to expand each group and make new template selections.
Step 9: Save your selections
Remember to verify your selections before you launch your review!
Note: To ensure that each employee is assigned the correct review template(s), the user attribute must be accurately assigned before launching the review cycle. You can manage and update your organization's user attributes through a CVS upload.