Administrators / ​​Performance / Duplicate a Performance Review
DUPLICATE A PERFORMANCE REVIEW
  • Go to the PERFORMANCE section.
  • Click on the blue TEMPLATES button in the left menu to view all of the performance templates in the system.
  • Click on the template that you want to duplicate.
  • Slide the toggle under "Duplicate Template?" to YES.​
  • Scroll down and click SAVE PERFORMANCE TEMPLATE.
  • Click on the blue TEMPLATES button again and then click on your duplicated performance template. It will have the same name as your original template with "duplicate" added to the end.
  • You can now edit the name and other details to customize it to a specific employee.
  • Click SAVE PERFORMANCE TEMPLATE.
Make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.