Create a custom question template for a performance review cycle

Only review admins can create and manage question templates. A custom template lets you control exactly which sections and questions appear for each review type in a cycle.

Before You Begin

Confirm the following before creating a template:

• Your role is Review Admin.
• You have added company values to 15Five if you plan to include the Company values section. See Manage company values.
• You have uploaded competencies if you plan to include the Competencies section. See Upload and manage competencies.

The table below shows which sections are available by template type:

Steps

1. Navigate to Reviews in the left sidebar.
2. Select Question templates.
3. Click Create new template.
4. Enter a name for the template.
5. Select the review type: Self & Manager, Peer, or Upward.
6. Click Add section to open the section picker.
7. Select each section you want to include.
8. For each added section, click Add question to enter your questions.
9. Set the response format for each question (for example, text, rating scale).
10. Click Save template when all sections and questions are complete.
11. To apply the template to a cycle, open the Review cycles tab and select your cycle.
12. In the cycle setup, locate the review type that matches your template.
13. Select your new template from the Question template dropdown.
14. Save the cycle settings.

If Something Goes Wrong

Not Covered Here

This article does not cover cloning an existing template, editing a default template, or configuring competency and company value records.

Related Articles

• Understand performance review question templates
• Decide how to add questions to your review cycle
• Manage company values
• Upload and manage competencies
• 15Five's Private Manager Assessment
• 15Five's Manager Effectiveness Assessment