Administrators / ​Executives / Directors / Managers / ​​Performance / Duplicate a Performance Review

• Click into the PERFORMANCE section.
• Click on the blue TEMPLATES button in the left menu to view all the active employee performance templates in the system.
• Click on the template that you want to duplicate.
• Slide the "Duplicate Template?" toggle to "Yes".​
• Scroll down and click SAVE PERFORMANCE TEMPLATE.
• Click on the blue TEMPLATES button again and then select your duplicated performance template. It will have the same name as your original template with "duplicate" added.
• You can now adjust the name and other details in order to customize it to a specific employee.
• Again, click SAVE PERFORMANCE TEMPLATE.
• Make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.