Edit a Performance Review Template

Where necessary, you can make changes to Performance Review Template details, sections, and questions through the Performance Review Templates tab under HR > Performance Reviews.

To edit the Performance Review Template details:

Find the relevant review under the Performance Review Templates tab.
Click the Edit button on the right.
Make any changes you need, whether it’s under Template, When to Send, or Setup.
Your changes to questions will automatically save, however, ensure you click Update when changing anything in the Setup page.

Edit or delete a Section:

Find the relevant review under the Performance Review Templates tab
Click the Edit button on the right.
Click into the Section you want to edit or delete.
Find the Edit Section Name button and dropdown in the top right.
Open the dropdown and click Delete Section to delete that section. Note that you won’t be able to recover a deleted Section.
Similarly, to edit the Section, click Edit Section Name and make the necessary changes before clicking Update Section Name to save changes.

Edit or Delete a question/resource:

Find the relevant review under the Performance Review Templates tab.
Click the Edit button on the right.
Click into the Section containing the item you want to edit
To delete, find the item you want to delete and click the Delete button.
To edit, find the item you want to edit and click the Edit button before making the necessary changes.
Your changes will be saved automatically

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 Performance Review Templates tab and can be reactivated at any time.

To make a review template inactive:

Find the relevant review under the Performance Review Templates tab.
Click the Edit button on the right.
Navigate to the Setup tab.
Untick the checkbox next to Active.
Save changes with the Update button.

To reactivate a review template:

Find the relevant review under the Performance Review Templates tab.
Click the Edit button on the right.
Navigate to the Setup tab.
Untick the checkbox next to Active.
Save changes with the Update button

Duplicate a Performance Review Template

To duplicate a Performance Review Template:

Find the relevant review under the Performance Review Templates tab
Click the ⋮ button next to Edit
Click Duplicate from the list

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 Performance Review Templates tab
Click the ⋮ button next to Edit
Click Delete from the list
Confirm the action in the pop-up menu with the Delete button

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?

Edit or delete a checklist

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Performance Reviews Explained

Create a Performance Review Template

Send and Complete Performance Reviews

Edit, Duplicate or Delete a Performance Review Template