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Creating Review Templates

Employee feedback templates define the structure and questions used for gathering work performance feedback. This guide explains how to create review templates in IceHrm.

Prerequisites​

You need one of the following roles to create review templates:

  • Admin
  • Manager
  • Supervisor

Accessing Review Templates​

  1. Log in to IceHrm with appropriate permissions
  2. Navigate to Manage -> Performance
  3. The Performance Review module contains four tabs:
    • Performance Reviews
    • Feedback Requests
    • Employee Feedback Templates
    • Employee Goals

Creating a New Template​

  1. Select the Employee Feedback Templates tab
  2. Click Add New to begin template creation
  3. Enter a name for your template
  4. Add questions to the template
Review Template Creation

Adding Questions​

For each question in your template, configure the following:

Question Text​

Enter the question you want to ask in the feedback form.

Field Type​

Select the appropriate field type based on the response format you need:

  • Text Field: For single-line, short responses
  • Text Area: For multi-sentence, detailed responses
  • Select Options: For multiple-choice answers with predefined options
  • File Upload: For document attachments
  • Date: For date-based responses
  • Time: For time-based responses

Select Options Configuration​

When using the Select Options field type, define the answer choices in the Options field. Employees will select from these predefined options when completing the feedback form.

Template Best Practices​

  • Keep questions clear and specific
  • Use appropriate field types for each question
  • Include a mix of quantitative and qualitative questions
  • Test your template before assigning it to employees