Administrators / ​Executives / Directors / Managers / ​​Performance / Duplicate a Performance Review
  • Go to the PERFORMANCE section.
  • Click on the blue TEMPLATES button in the left menu to view all of the performance templates in the system.
  • Click on the template that you want to duplicate.
  • Slide the toggle under "Duplicate Template?" 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 to the end.
  • You can now edit the name and other details to customize it to a specific employee.
  • Click SAVE PERFORMANCE TEMPLATE.
Make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.