Review Templates

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

CORE allows you to create a set of criteria to measure the job performance of your employees or review their salaries. For example, you might want to measure an employee's product knowledge, programming skills or management skills. You can create a performance review template with questions covering all these criteria. For example, work quality, job knowledge, team work, attendance, safety, etc. Click to watch this video on reviewing employees in CORE.

review_emp_thumbnail.png

You can create multiple employee review templates in CORE because the questions relevant to one type of employee or situation might not be relevant to the other. Sometimes the reviews are updated year-to-year and so you might maintain yearly review templates. When initiating a new review, you can choose the template that is appropriate for the employees. You can also choose one of the pre-defined review templates available in CORE and then clone or edit them to suit your preferences.

Field Descriptions

Basic Tasks

Add Review Templates

Add Question Types

View Reports

Advanced Tasks

Clone Review Templates

Export Review Templates

Apply Filters

Field Descriptions

Field Name Field Description
Review Templates > Add New Review Template >
Template Name Name of the employee review template, say Annual Performance Review Template.
Description Description of the employee review template.
Status Status of the review template. It can be active or inactive.
Max Possible Score Sum of the highest possible scores from all fixed response questions in the review template.
Section Title Name of the section or category of review template, say Attendance, Dependability, Job Knowledge, etc.
Review Templates > Question Types > Add Question Type >
Question Type

Name of the question type, say Rating Scale or Scoring.

Answer Type

This represents the type of response or answer for the question type. It can be Fixed Responses or Free-Form Text.

Add Review Templates

To create a new employee review template, watch this video or follow these steps:

  1. Open the Review Templates screen from the side menu > Settings > Add-ons > Human Resources.

    review templates create.png

  2. On the Review Templates tab, click Add.
  3. On the Add New Review Template dialog, enter the required information. Check Field Descriptions above for details.
    • Template Name
    • Description
  4. Click Add.
  5. In the edit view, you can add components to your review template such as sections (question categories) and questions. Click Add Section to begin.

    Quaterly Review Template.png

  6. Enter a suitable Section Title.
  7. Then click Add Question either From Scratch or From Existing.
  8. On the Add New Question dialog, enter the question details:
    • Assign To: You have an option to assign the new question to the Reviewer only (manager or supervisor), Reviewee only (employee), or to both.
    • Question Text
    • Question Type: select it from a predefined list
  9. Click Add. It displays under the relevant section on the template. You can add more questions and sections as needed.
  10. Click Save. You can click reorder.png to drag and drop the sections and questions as per your design preference.

You are ready to use this template for your employee review.

Add Question Types

You must have various question types for your employee review templates.

To create a new question type, watch this video or follow these steps:

  1. Open the Question Types screen from the side menu > Settings > Add-ons > Human Resources > Review Templates.

    Question types add new.png

  2. On the Question Types tab, click Add.
  3. On the Add Question Type dialog, enter the required information. Check Field Descriptions above for details.
    • Question Type
  4. Select the type of response or answer for this question type:
    • Answer Type
  5. In case of Fixed Responses, click Add Response and enter the required information in the grid:
    • Response, say 5 Star
    • Description, say Five Star
    • Score, say 5 to 1
  6. Click Done.
  7. Add more responses to complete it. Then click Save.

Your question type is displayed in the list view. You can use it while creating a new review template.

View Reports

To view a report:

  1. Open the Review Templates screen from the side menu > Settings > Add-ons > Human Resources.

    review templates reports.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

Clone Review Templates

CORE allows you to clone an existing employee review template and thus create a duplicate of that template. You can then modify the cloned template according to your requirements.

 To clone a review template:

  1. Open the Review Templates screen from the side menu > Settings > Add-ons > Human Resources.

    clone reivew templates.png

  2. In the list view, select the review template you want to clone and click dropdown-caret.png to select Clone.
  3. On the Clone Review Template dialog, enter the required information.
    • Template Name: Name of the cloned employee review template, say Annual Performance Review Template-2.
    • Description
  4. Click Clone. It gets added to the list view.
  5. To view and modify the details of the cloned template, click dropdown-caret.png on its row to select either View Details or Edit.
  6. In the Edit screen, you can make your changes such as add more sections and questions to it or edit the existing ones.

    review_templates_clone2.png

  7. When you have finished, click Save.

Export Review Templates

In CORE, you can export employee review templates to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export review templates to a .CSV file, watch this video or follow these steps:

  1. Open the Review Templates screen from the side menu > Settings > Add-ons > Human Resources.

    review templates export.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

  1. Open the Review Templates screen from the side menu > Settings > Add-ons > Human Resources.

    review templates filters.png

  2. In the list view, click filters-01.png on the right.
  3. On the Filters panel, select a filter from the drop-down and specify individual records or range.
  4. Click Add Filters to specify more filters.
  5. When you have finished, click Apply Filter. You can see selective data now.
  6. In the list view, you can remove the individual filters by clicking remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.png next to the Filters icon and select Disable Filters or Clear All, respectively.
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