Stop by Booth 1853 to join us at SHRM 2024 in Chicago from 23 - 26 June. Secure your spot!
Unlock valuable insights – Register for our upcoming webinars now!

One Performance Review, Different Templates for Multiple Types of Reviewers

ClayHR allows you to assign the same template for all types of reviewers so they all complete the same questions/metrics/comments, or to target different questions/metrics/comments to different types of reviewers (self-reviews, peer reviews, supervisors, etc.) Refer to the following article to learn more about how to create or edit a performance review template. To assign different sections to different types of reviewers:

  1. Create a new performance review template, or go to an existing one
  2. On the section that is exclusive to a certain kind of reviewer, click on the “Section Edit” icon located at the right of the section title box
  3. In the pop-up window, specify the Accessibility button:
  4. Everyone
  5. Self Review
  6. Peer Review
  7. Supervisors
  8. Direct Reports
  9. Other Review

Register for Upcoming Webinars