Question templates define the questions asked to participants in a performance review cycle. Each review type — self/manager, peer, and upward — uses its own question template, so a single cycle can include up to three templates. This article does not cover creating or editing individual question templates; see Article: Copy and edit a question template for those steps.
> Note: Your organization may have renamed the Best-Self Review® feature. If you don't see "Best-Self Review" in your navigation, check with your admin for the name used in your account.
Required access: Performance Reviews feature and feature settings. Available on Perform and Total Platform pricing packages.
Feature Structure
A review cycle draws from up to three question templates, one per review type:
- Self & Manager — questions asked to the participant (self) and their manager
- Peer — questions asked by nominated peers
- Upward — questions asked by direct reports about their manager
Templates are managed from the Template configuration page. Admins can use a default template, copy and modify an existing template, or build a custom template from scratch.
Key Rules
- Each review type in a cycle requires its own template — templates are not shared across review types.
- A template in use by an active cycle cannot be edited. Copy it first.
- Default templates are read-only and cannot be modified.
- Up to three templates can be active in a single review cycle (one per review type).
What You Can Do
Set Up
- Understand performance review question templates — review available default templates and template types
- Article: Copy and edit a question template