This article is intended for administrators.
No more managing several review cycles simultaneously ! 🥳 The templates can be different for each employee in a a designated campaign.
This option has to be selected when choosing the template when launching your review cycle:
Let's take a real example: let's imagine that you want to ask your employees different questions depending on the team they are in (for example, to evaluate their skills).
Here are the steps to follow:
- 1️⃣ Create a template per team
- 2️⃣ Choose the "Dynamic Template" option
- 3️⃣ Select the property that will assign the correct survey to the participants
- 4️⃣ Select a default template, and the template assigned to participants in your different teams
1️⃣ Create a template per team
Before launching the campaign, go to Reviews > Campaigns > + Add a template, to create a template for each team.
🏆 Tip: Be sure to set a template title that incorporates the team name to make setting up the campaign easier.
⚠️ Warning : For this to work within a review cycle, the options chosen in the forms must be the same for all formations (e.g. signature activation, objective insertion...)
2️⃣ Choose the "Dynamic Template" option
3️⃣ Select the property that will assign the correct survey to the participants
💡 Please note that custom fields cannot be used to assign dynamic models.
4️⃣ Select a default template, and the template assigned to participants in your different teams
The default template allows us to assign a survey in case the "Team" field is not filled in for an employee.
Each template must contain the same options: self-evaluation, signature, ongoing and/or next objectives. Templates that do not have the same options will not appear in the drop-down menus.
⚠️ Warning : You can only select one property per review cycle. If you want to assign different templates based on 2 properties (e.g. language and manager or non-manager status), you will need to run two review cycles.