This feature is available for users on the Tanda HR plan.
What's included in this guide?
Edit a Performance Review Template
Where necessary, you can make changes to Performance Review Template details, sections, and questions through the Manage Templates tab under HR > Performance Reviews.
To edit the Performance Review Template details:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Settings from the list
Make any changes you need to either the Name, Type, Status, or Description
Click the Update button to save your changes
To edit a page in a review template:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Edit from the list
Find the relevant page and click the ⋮ button
Click Edit Page and change either the Name, Description, or attached files
Save the change with the Update button
To edit a question in a review template:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Edit from the list
Find the relevant question and click the Pencil icon next to it
Make changes to either the name, type, whether it's skippable, who it applies to, any description or files
Save changes by clicking the Update button
Archive a Performance Review Template
When a Performance Review Template is made inactive, it will no longer appear for employees to complete on the mobile app, or for managers to send to employees.
Reports can still be accessed for inactive Performance Review Templates.
An inactive Performance Review Template will also remain under the Manage Performance Review Templates tab and can be reactivated at any time.
To make a review template inactive:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Settings from the list
Untick the checkbox next to Active
Save changes with the Update button
To reactivate a review template:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Settings from the list
Re-tick the checkbox next to Active
Save changes with the Update button
Delete a Performance Review Template
When a Performance Review Template is deleted, it can no longer be sent or accessed. Deleted Template cannot be reactivated. Any reviews completed with the template can still be accessed.
To delete a review template:
Find the relevant review under the Manage Templates tab
Click the ⋮ button next to Fill
Click Delete from the list
Confirm the action in the pop-up menu with the Delete button
FAQs
FAQs
I've deleted a performance review template. Can I restore it?
Once a performance review template has been deleted, it cannot be restored. However, you can refer back to your account on staging.tanda.co to re-create the template.
Tanda's testing environment, staging.tanda.co, keeps a record of your Tanda account from the previous day and updates at around 5AM AEST daily.
🚀 What's next?