Creating a template from scratch

How to create a custom template from scratch

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

Note: Only Admins and Super Admins can do this

Templates help you standardise your review process. They contain prep questions that participants answer before their review meeting, ensuring productive meetings where everyone has prepared.

You can use Charlie templates or create your own. This article will walk you through how to create your own.

  1. Navigate to the Templates tab in the Reviews section

  2. Click on 'New template' -> "Start from scratch"

  3. Set a name and a brief description

  4. Choose how feedback will be collected: 2 way vs 1 way feedback:

    1. 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.Β 

    2. 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.

  5. Add instructions and as many questions as needed and you're done!
    The template can now be found under Custom Templates πŸŽ‰

Once you save your template, it will be available to all Admins and Super Admins to use in a new review cycle.


Can I edit a template once created?

Yes, you can edit a template as long as it is not used in a review cycle. When the template is used in a review cycle you are unable to edit it.

Can I delete a template?

Yes, you can delete a template as long as it in not used in a review cycle. When the template is used in a review cycle you are not able to delete it.

Can I change a template in a new review cycle?

You can change a template when a review is in 'Draft' and 'Coming up' form - for the latter you'll need to set the start and end date of the review cycle. Just click on Cycle Actions -> Edit Cycle Settings.

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