A template serves as a primary copy of your forms, making it easy to assign and reuse them across a large group of employees. Templates are available for Check-Ins, Performance Reviews, and 360 Feedback. If you need to distribute these forms to multiple individuals, it's best practice to use a template. This approach helps streamline the process, ensuring consistency and saving time by allowing you to reuse the same format for future assignments.
While the process of creating and assigning templates is similar for each form type, there are some key differences to keep in mind. Be sure to check the specific guidelines for each template type to ensure you're following the correct steps for your needs.
To help you get started, here’s a video walkthrough that shows how to create a WorkDove template:
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