This help guide will explain how to create a Performance Review Template in Tanda, including details on adding Pages and Questions to your template.
This feature is only available for users on the Tanda HR plan.
What Does This Help Guide Cover?
Permissions
By default, Performance Review templates can only be created, edited, or deleted by Admin-type roles.
To adjust or enable access for other role types, ensure the relevant permissions have been selected via Settings > Permissions > Show Advanced Settings > Customise access and roles here. Then, navigate to the HR section, expand the 'Performance Review Template' menu, and enable the relevant settings.
To learn more, see our Permissions and Customise Permissions help guides.
Create a Performance Review Template
To get started, navigate to HR > Performance Reviews and select the Performance Review Templates tab. Then, click the + Create New Template button.
Next, add the following details to your Template:
Name—Name your template to help you identify it later.
Review Type—Select from either Performance Assessment or 1:1 Conversation.
Active—Tick this box to set the Template as active, or untick it to create your Template as a draft.
Description—Provides additional information about the Template.
Notifications—Select who should be notified when the performance review is submitted. You can either nominate how many levels up your Organisation Chart will be notified or select which specific Position Title(s) should be notified.
Once you have entered all the necessary details, click Create.
Add Pages
Once you've created your Performance Review Template, you can group similar questions together by adding Pages. To do so, click Edit next to your Performance Review Template. Then, click + Add Page.
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Then, simply name your page and expand the dropdown to add a file and description.
You can rearrange questions and pages by clicking and dragging the ✥ symbol.
Add Questions
Once you've added Pages, questions can be added to the template.
To create a new item, click the + Add Question button under the relevant page.
When creating a question, you'll need to include the following details:
Question—Enter your question here.
Type—Specify how the users can respond to the question (more info on question types below).
Required—Specify if the question is mandatory or can be skipped.
Applies to—Specifies if the question requires Reviewer Evaluation, Employee Self Evaluation, or both.
Description—Enter further details about your question.
You can also upload files (such as long-form instructions) for each question. Once finalised, click Create.
Question Types
When creating Questions, you can select from several different question types. Below, we will explain what each question type means.
Text
This question is completed by responding in text.
Rating Scale
Allows users to select from pre-defined responses. These options can be configured in HR > Performance Reviews > Rating Scales.
Rating
A 1-5 Star rating.
Signature
Users can respond by providing a signature.
File Upload
Users can respond by uploading a file.
Save the Template
Once you've finished adding all the necessary questions, finalise your template by clicking Save.
