Review templates let you start a performance review with questions and settings already in place. Factorial includes three predefined templates (Performance Review - 360º, Performance Review - 180º and Probation period), and you can save any review as a custom template for your company.
Before you start
- You need the Reviews > Create reviews permission to see Templates, use a template, save a review as a template or duplicate a template.
- Only the template's owner, or people with Review Process Full Visibility, can edit or delete a custom template.
Predefined templates
| Template | Review types | What it covers |
|---|---|---|
| Performance Review - 360º | Self review, Manager, Peer, Direct report | Job performance, communication and collaboration, professional growth; leadership, support, development and team culture for the direct report review |
| Performance Review - 180º | Self review, Manager | Start / Continue / Stop questions on job performance and on communication and collaboration |
| Probation period | Manager | Job skills and collaboration, adaptability and cultural fit, and a recommendation question (Yes, No, Undecided) |
Step by step
Create a review from a template
- Go to Performance > Reviews and click New review.
- In Create a review, click Use a template.
- Choose a tab: Predefined templates, Custom templates or My templates.
- Select the template. Use the preview to read its questions.
- Complete the fields the modal asks for and click Create review.
- The new review opens as a Draft with the template's questions and settings. Review the Target group and the deadline in Edit, then launch it.
Save a review as a template
- Open the review in Performance > Reviews.
- Click the actions menu at the top right and click Save as template.
- Enter the Template name and a description.
- Click Save. The message "Template successfully created" appears and the template is listed under Custom templates.
Manage templates
- Go to Performance > Reviews and click Templates.
- Open the Predefined templates or Custom templates tab.
- On a template row, use:
- the eye icon to open the Template preview;
- Duplicate to create an editable copy (available for predefined and custom templates);
- Edit to change a custom template's questions and settings;
- Delete to remove a custom template.
- In a custom template, open Edit template to change Basic information, Owner, Review types, Target group, Features and Visibility.
Change a template's owner
- Open the custom template and click Edit template.
- In Owner, click replace and select a new owner. The new owner must have the Create reviews permission.
- Click Replace.
Rules and behavior
- If you create a review from a template, then later changes to the template don't affect that review, and changes to the review don't affect the template.
- If you duplicate a predefined template, then the copy is a custom template you can edit, named "<template name> - Copy".
- If you replace yourself as owner of a custom template and you aren't an admin, then you lose access to edit or view that template.
- If you delete a custom template, then the deletion can't be undone. Reviews created from it are not affected.
Limitations
- You can't edit a predefined template directly. Duplicate it first.
- You can't share a template with another Factorial company.
- You can't create a blank template from the Templates page. Save a review as a template, or duplicate an existing template.
Troubleshooting
- Symptom: "I don't see Templates in Performance > Reviews." → Cause: you don't have Create reviews. → Fix: ask an admin for the permission.
- Symptom: "I can't edit a custom template a colleague created." → Cause: only the template's owner or people with Review Process Full Visibility can edit it. → Fix: ask the owner to replace the owner with you, or duplicate the template.
FAQ
1. Which template should I use for my first review?
Performance Review - 180º is the simplest: a self review and a manager review. Use Performance Review - 360º if you also want peers and direct reports.
2. Does a template keep the scoring and features?
Yes. A custom template keeps its questionnaire, review types, performance score setup, features and visibility.
3. What is "My templates"?
The custom templates you own.
4. Can I translate a template?
No. Questions are shown exactly as written.