Note: Only Admins and Super Admins can view and use templates
Charlie templates are templates that our HR Advice team have written for you to use. With their best-practice expertise, you can get your review process up and running ASAP.
You can view all of these on the Templates tab.
What templates have you got? When should you use them?
There’s two categories of reviews that we’ve written templates for:
Employee lifecycle events
General growth & development
Employee lifecycle templates
Mid probation check-in
Use these template to give new joiners feedback on their progress and update them on your probation decision.
Use this to gain valuable insights from people who leave your company.
We suggest setting up an Exit Interview review with each leaver on their last day (you’ll get more honest feedback if they don’t have to come back in to work after giving some potentially harsh feedback)
General growth & development templates
This template uses a very simple technique for giving feedback.
Use this template when you’re just starting off, to get their team used to giving and receiving feedback.
We would suggest doing this at least once a quarter.
Company wide performance reviews
Use this template to check in on the progress people are making and give them feedback on their overall development.
We suggest using this one to check in with people at the end of each quarter/ bi-yearly reviews.
Use this template to have a monthly regular catch up between line managers and direct reports.
We suggest using this template for monthly meetings.
Use this template to check in on how team members are achieving against their goals.
We suggest setting up meetings to discuss goals monthly/ quarterly.
Adapting a Charlie template
Happy with most of the questions but want to make some small tweaks or ask more questions? You can do that by following these steps:
Navigate to the Templates tab in the Reviews section
Choose the template you want to edit
Click on the three dots next to 'Temple Actions' and select 'Copy Template'
Edit the name and description
Choose how feedback will be collected: 2 way vs 1 way feedback.
A 2 way feedback template includes questions for both participants,. It requires self-evaluation from reviewees and preparation from reviewers - we recommend using this for any performance related reviews.
A 1 way feedback template is for any review where you only need 1 participant to prepare before their review meeting e.g. an Exit Interview.
Edit/ add instructions and questions as needed and you're done!
The template can now be found under Custom Templates 🎉
Once you save your template, it will be available to all Admins and Super Admins to use in a new review cycle.