Assessment Templates

Build reusable questionnaires for performance assessments and 360 review cycles with configurable sections.

Assessment templates are reusable questionnaires for people performance assessments — not for project/account quality (see Project assessment frameworks).

Where to find it

Admin → Assessment templates

Section types

Templates are built from sections such as:

  • Rating scales and open text
  • Competency or dimension blocks
  • Goals and OKR references
  • Custom instructions

Each section has configuration (labels, required fields, visibility).

Applicable types and categories

  • Applicable types — Leave empty to allow the template for all assessment types (self, supervisor, peer, upward). Otherwise select only the types that should see this template.
  • Category — general, delivery, project, or client. When a manager or member selects a project on an assessment form, templates in project/delivery/client categories are listed first; general templates remain available as fallback.

Typical workflow

  1. Create a template in draft.
  2. Preview how assessors and assessees will see it.
  3. Publish when ready for review cycles or ad-hoc assessments.
  4. Link the template in a 360 review cycle or when managers request assessments.

Tips

  • Keep templates focused — shorter forms get higher completion rates.
  • Align dimension names with your tenant performance settings.
  • Archive old templates instead of deleting if historical assessments reference them.