Override Review Templates By Field

When creating a review cycle, templates can be assigned by review group (self, manager, etc.) and fields, such as location, department, or role.

Before you start

• User field assignments are based on the fields 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 the user field has been created and assigned to your employees. See Managing Custom Fields.
• You cannot override templates by user once a review has been published.
• You cannot use Custom Relationship field types to override a template. Only multiple choice or number attributes are available. 

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 field the override will be based on.
4. Select to View by review direction or View by field. 

View by review direction

1. Expand the review direction to view the template assigned for each field. 
2. Use the Template drop-down menu to select and override the default template for the desired field. 
3. To preview the template selected, click on the eye icon. 
4. [Optional] To exclude the field from being assigned any templates for the review direction, check Exclude.

View by field

1. Expand the field 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 field, check Exclude.