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Building Review Templates

Learn how to build and manage review templates in Leadr, including how to add questions, set respondents, and save templates for use in review cycles.

Written by Alex Brown

Intro to Review Templates

Review Templates are reusable question sets that form the foundation of your review cycles. Building your template library before creating a cycle saves time and ensures consistency across your organization’s reviews.

Only admins have the ability to create and manage review templates.

Creating a New Template

Templates are managed from the Growth tab, under Reviews.

  1. Click Build from Scratch to create a new template

  2. Name your template (required)

  3. Add an optional template description with any instructions or context visible to all participants

  4. Click + Add Question to begin building your question set

Adding Questions to Your Template

When adding questions to your template, there are three question types to choose from: Free Response, Rating Scale, and Multiple Choice.

For each question, you will need to complete the following:

  1. Select a question type

  2. Add question text (required)

  3. Add a question description or hyperlink to a reference guide (optional)

  4. Select respondents to the question — you can choose for only the Reviewee to respond, only the Reviewer, or both

  5. Click Save Question

Note: If ‘Secondary Reviewer’ is selected as a respondent, that option will only appear for employees who have a secondary reviewer listed.

Rating Scale Questions

When setting up a Rating Scale question, you will also need to:

  1. Enter a label for the minimum value (e.g. ‘Needs Improvement’)

  2. Enter a label for the maximum value (e.g. ‘Exceeds Expectations’)

Multiple Choice Questions

When setting up a Multiple Choice question, you will also need to:

  1. Click + Add Option to create each answer choice and save it

  2. Repeat until you have added all your answer choices (between 2 and 10 options)

Saving and Previewing Your Template

Once you have added all your questions, click Save Template to save it to your template library for future use.

You can preview the completed template at any point before using it to create a review cycle.

Using Your Template

Once your template is saved, you can use it to create a review cycle from the Reviews tab. Your saved templates will appear in your template library as the starting point when creating a new cycle.

For a full walkthrough of creating a review cycle from a template, see Reviews for Admins.

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