DUPLICATE A PERFORMANCE REVIEW
- Click into the PERFORMANCE section.
- Click on the blue TEMPLATES button in the left menu to view all the active employee performance templates in the system.
- Click on the template that you want to duplicate.
- Slide the "Duplicate Template?" toggle to "Yes".
- Scroll down and click SAVE PERFORMANCE TEMPLATE.
- Click on the blue TEMPLATES button again and then select your duplicated performance template. It will have the same name as your original template with "duplicate" added.
- You can now adjust the name and other details to customize it to a specific employee.
- Again, click SAVE PERFORMANCE TEMPLATE.
- Note: make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.