How do I create a new performance management/appraisal document? (Template)
When creating new Performance Management documents in the system you have three options – create a blank one, create one using a template or, once you’ve been using the system for a year or more, create one using old objectives. This video explains how to create a document using a template that you’ve already set up in the administration area. If you need to set a template up first you can learn how to do that here.