When creating a review cycle, templates can be assigned by review group (self, manager, etc.) and user attributes, such as location, department, or role.
Before you start
- Note: User attribute assignments are based on the attributes of the reviewee, not reviewer. For example, assigning a different peer review template to employees based on office location will change the template peer reviewers will submit for any employee assigned to that specific office location.
- Ensure that your user attribute has been created and assigned to your employees. Follow the step-by-step instructions to set up user attributes by checking out Managing Custom User Attributes.
- You cannot override templates by user once a review has been published.
Template override configuration
1. Navigate to your review cycle.
2. Navigate to Configuration > Template overrides.
3. Use the dropdown menu to select a default or custom attribute the override will be based on.
4. Select to View by review direction or View by attribute.
View by review direction
1. Expand the review direction to view the template assigned for each attribute.
2. Use the Template drop-down menu to select and override the default template for the desired attribute.
3. To preview the template selected, click on the eye icon.
4. (Optional) To exclude the attribute from being assigned any templates for the review direction, check Exclude.
View by attribute
1. Expand the attribute to view the template assigned for each review direction.
2. Use the Template drop-down menu to select and override the default template for the desired review direction.
3. To preview the template selected, click on the eye icon.
4. (Optional) To exclude the review direction from being assigned any templates for the attribute, check Exclude.
