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Templates and Scales

Templates and scales let you customize how reviews and feedback are structured.

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Review templates

Admins can configure:

• Review sections (accomplishments, growth areas, goals)
• Required vs. optional fields
• Questions asked in self-reviews and peer feedback

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Rating scales

Common scales:

• 1-5 rating (Needs Improvement to Exceeds Expectations)
• 1-3 rating (Below, Meets, Exceeds)
• Custom descriptive scales

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Feedback forms

Configure:

• Feedback categories (execution, collaboration, leadership, etc.)
• Required fields
• Visibility defaults

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Best practices

• Keep review templates concise
• Use rating scales consistently across cycles
• Customize templates to match your culture

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What’s next