Creating a form template allows you to establish a structured, repeatable format for collecting employee feedback. With a well-configured template, you can ensure consistent data collection, save valuable time for HR teams and managers, and make feedback simple to track and analyze over time.
This article guides you through selecting the right review format, structuring your questions, and managing template access.
Start a new form template
Form templates are managed and stored within your performance workflows dashboard.
Navigate to Performance > Workflows > Form templates in the left-hand navigation menu.
Click Create new template.
Select the evaluation format that best matches your organization's objective.
📌 Note: Once a template format is saved, it cannot be changed. Make sure you select the correct setup based on your use case. If you pick the wrong format by mistake, you will need to create a new template from scratch.
Available review formats
When initiating a template, you can choose from five distinct structural formats:
1-on-1 review: A direct evaluation between an employee and their manager.
Examples: Annual reviews, mid-year check-ins, and professional development alignments.
Private review: A highly confidential evaluation restricted exclusively to designated managers and administrators.
Example: Collecting internal organizational notes ahead of annual talent calibration reviews.
360° review: A multi-source evaluation that pulls input from several stakeholders, such as managers, peers, and direct reports.
Purpose: Gathers diverse feedback for a comprehensive, well-rounded assessment.
1-on-1 Automated review: A direct manager-employee review that triggers automatically based on a milestone.
Example: An end-of-probation review scheduled exactly 30 days after an employee’s hiring date.
Survey: An internal questionnaire sent out to a broader group of employees.
Purpose: Measures organizational engagement, gathers cultural feedback, or gathers company-wide opinions.
Structure your form template
After choosing your baseline format, you can finalize the template title, choose its visibility options (public or private), and begin building out custom sections.
Customizable question types
Tailor your templates by adding and configuring several interactive field styles:
Open answer: Allows free-text responses—ideal for qualitative opinions, self-reflections, or detailed behavioral examples.
Scale: Enables quantitative evaluation using a numeric or descriptive scale (e.g., scoring a skill from 1 to 10).
Choices: Offers predefined single-choice or multiple-choice answer selections.
Table: Allows respondents to assess multiple criteria at once using structured rows and columns.
Technical limits for question types
When building your form, keep your templates clear and easy to navigate for respondents. The system enforces specific limits on the size and scope of some questions structure:
Scale:
Scales per section: Each section requires at least 1 scale question, but there is no technical maximum limit.
Choices: There are no technical limits on the number of single-choice or multiple-choice options you can offer.
Tables:
Text columns: You can add a maximum of 4 text columns per table.
Checkbox columns: You can add a maximum of 6 checkbox columns per table.
Rows: There is no technical limit to the number of rows you can create in a single table (text or checkbox).
Smart modules
Smart modules are single-use questions built natively to support specific HR processes:
Review goals: Pulls in and evaluates objectives set during the previous performance period.
Define future goals: Establishes and tracks new objectives for the upcoming performance period.
Evaluate skills: Gauges core competencies and skill proficiencies.
Training needs: Collects upcoming professional development and training requests.
Evaluation of past training courses: Gathers structural feedback on completed training sessions.
📌 Note: Smart modules are temporarily unsupported during our current feature beta phase. If added to a template, these modules will be automatically skipped and won’t appear in the final live review.
Edit and organize templates
You can refine your questionnaire content and rearrange its order at any time before using it in an active performance campaign.
Modify text and settings
Navigate to Performance > Workflows > Form templates.
Click the three dots (...) icon next to your chosen template and select Edit.
Use the left-hand navigation menu to click on any question title to update its specific parameters, text, or configurations.
Click Update the template in the top-right corner to save your changes.
Reorder questions
Open your template in the Edit builder.
Locate the six-dot handle (two stacked rows of dots) on the left side of any question block.
Click and drag the question block upward or downward to rearrange your preferred sequence.
Duplicate and share templates
Save configuration time by cloning successful questionnaire structures or managing exact editing permissions.
Duplicate a template
If you need to make slight adjustments for a specific department without starting over:
Navigate to Performance > Workflows > Form templates.
Click the three dots (...) icon next to the template and select Copy.
A brand-new draft will generate with the exact same layout, ready for separate customization.
Manage private template access
Navigate to your Form templates list.
Click the three dots (...) icon next to the private template and select Update accesses.
In the side panel that slides out from the right, click + Provide access.
Type your teammate's name, select them from the list, and click Submit. These individuals can now view and use the template in their campaigns.
📌 Note: By default, a form template is set to public. You can, however, choose to make it private either when creating the template or anytime afterward.
Example
Standardizing a mid-year check-in template
An HR Manager wants to align the mid-year review process for both the Engineering and Design departments.
They create a baseline template using the 1-on-1 review format and build out standard Open answer questions regarding recent challenges, alongside a 1–5 Scale question assessing project execution.
To customize it for different teams, they simply use the Copy feature to duplicate the baseline draft. They add specific technical metrics to the Engineering variant, change the title, and save both templates—ensuring core company data remains aligned while respecting departmental nuances.