Edit a question template in performance reviews

Use the edit workflow to rename a template, change its type, or modify its questions. Changes save to the template immediately and reflect in any future review cycle that uses it.

Before You Begin

• Only review admins can edit question templates.
• Default 15Five question templates cannot be edited.
• Templates currently in use in an active review cycle cannot be edited. Copy the template instead, then edit the copy.

Steps

1. Click Reviews in the left navigation.
2. Click the Template configuration tab at the top of the page.
3. Click ... next to the template you want to edit.
4. Select Edit from the dropdown menu.
5. To rename the template, update the text in the Template name field.
6. To change the template type, select the desired type from the type options.
7. Click Yes, Switch template type to confirm the change.
8. To edit a section title, click ... to the right of the section name.
9. Select Edit title and description from the dropdown.
10. To add a question, scroll to the bottom of a section and click Add new question.
11. To edit an existing question, click the settings gear to the right of that question.
12. Select Edit from the dropdown.
13. To copy an existing question, click the settings gear and select Copy.
14. To reorder questions, click and hold the six-dot handle to the left of a question.
15. Drag the question to the desired position.
16. Click Save at the bottom of the screen.

If Something Goes Wrong

Not Covered Here

This article does not cover changing the answer scale on individual questions within a template — see Edit an answer template in performance reviews.

Related Articles

• Copy a question template in performance reviews
• Create a custom question template in performance reviews

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