Templates
Performance review templates let you standardise performance reviews in Worknice by pre-configuring the questions and instructions for both the reviewer and the reviewee.
Before You Get Started
You must have the Reviews add-on enabled to use this feature.
Account owners can manage templates
Getting Started
Navigate to the Performance section in the left-hand menu.
Open or Add a Template.
Adding a new review template
Click Add Template.
Enter a name for your template. This creates an empty template.
In the Reviewee tab:
Add your questions for the reviewee
Configure each question as required.
Add instructions to guide the reviewee.
Switch to the Reviewer tab and repeat step 3 for managers.
Click Save when finished.
Manager questions and responses can not be seen by the reviewee. You can add manager questions into the reviewee section.
Editing an existing review template
Select the template you want to edit.
Update the name, instructions, add new questions, or delete existing ones as needed.
To rename the template, click Edit in the Details card on the right-hand panel.
Click Save to confirm your changes.
You're All Done!
You can now create and edit review templates to deliver consistent, structured performance reviews across your organisation.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.