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Reviews, new templates, assign reviews to offices
HRLocker has introduced an enhanced Reviews feature, offering greater flexibility and customization. You can now create multiple review templates and assign them to specific offices for a more tailored approach to your reviews process.
It's important to note that the availability of specific features may vary depending on your HRLocker package. If you have any questions about our Reviews feature, please reach out to HRLocker support.
All legacy templates have been automatically saved with the name of the office they are assigned to, and they remain published for that office.
You have the option to edit, delete, or archive these templates if desired.
Your historical reviews data remains intact. All previous reviews are still saved and can be viewed in the employees' reviews profile and can still be edited.
Creating a New Review Template
- Log in as an Admin or Reviews Admin with settings permissions.
- Navigate to the new "Reviews" tab in Settings
- Click "Add Review Type."
- Provide a unique name for the template.
- Specify if this is a disciplinary and when you'd like the disciplinary template to be automatically deleted .
- This template can be assigned to all offices or only to selected offices.
- After saving, the template will appear in the list of templates.
Creating Multiple Tabs
Select the template
- Add new Tabs
- When creating tabs, you can specify whether they should be assigned to managers, employees, or both.
- Include a performance metrics tab if desired.
- Customize your tabs with various field types such as single-line text, paragraph, multiple-choice, and checkboxes. Simply drag and drop the fields onto your selected tab.
- Mark certain fields as mandatory to ensure they are completed before the review is finalized.
- Allow documents to be uploaded as part of the review process to support documentation.
- Additionally, there is an option to add employee and manager sentiments to employee and manager tabs.
Editing an Existing Review Template
To edit an existing review template:
- Navigate to the "Reviews" section.
- Locate the template you want to edit.
- Click "Edit."
- Make the necessary changes to the template.
Previewing and Publishing Templates
Before finalizing your template, use the preview option to see what it will look like. You can toggle between preview and edit modes.
Once you're satisfied with your template, publish it to your selected offices.
Unpublishing a Template
If needed, you can unpublish a review template. This will make it unavailable for offices, but completed reviews using this template will remain unaffected.
Overwriting Legacy Review Templates
When creating a review template with the same name as an historical template, the new template will overwrite the old settings but won't affect previously completed reviews.
Archiving Reviews
You can archive templates, which won't affect previous reviews using this template but will help keep your system organized.