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I've made changes to a review template. How do I apply this to the ongoing cycles?
I've made changes to a review template. How do I apply this to the ongoing cycles?

Refine review templates in ongoing cycles with this guide: Access Admin Center, locate cycles, edit, reflect, review, confirm.

Livia avatar
Written by Livia
Updated this week

As an HR professional, you may need to refine review templates during ongoing review cycles to ensure they accurately reflect your organization's evolving needs. This guide will walk you through the process of applying changes to your review templates and updating ongoing review cycles seamlessly.

Step-by-Step Guide

  1. Accessing the Admin Center

    Navigate to your Admin Center. This is where you'll find all the tools and settings.

  2. Locating Existing Cycles

    In the Admin Center, head to the Reviews module. Here, you'll find the "See existing cycles" section. Click on it to proceed.

  3. Selecting the Desired Cycle:

    Identify the specific review cycle to which you want to apply the changes. Click on the ''Edit'' button to proceed to the editing interface.

  4. Reflecting Changes:

    Click on the option labeled "Reflect changes." This signals the system to apply the updated template to ongoing review cycles.

  5. Reviewing Changes:

    Before confirming, take a moment to review the overview of the changes made to the review template. Ensure that everything aligns with your intentions and organizational objectives.

  6. Confirming Changes:

If everything looks satisfactory, confirm the pop-up prompt to apply the changes. The system will then update the ongoing review cycles accordingly.

This comprehensive guide equips you with the knowledge and steps necessary to streamline the process of updating review templates for ongoing review cycles effectively. Should you have any further questions or require assistance, our dedicated support team is always available to help.

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