Namely Recommended: Peer Review Template

This article provides step-by-step instructions to configure a Peer Review template.

A peer review is a review of an employee conducted a peer, and are commonly included in 360 or Side-by-Side reviews. Follow the steps detailed below to create our Recommended Peer Review Template for use in your review cycle.

Performance templates

Customize Template Names

  1. Click Create New Template.

  2. Enter the title of the New Review Template. Here are some exampletitles:

  • Peer Review

  • Peer Evaluation

  • Mid-year Peer Assessment  

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Add Questions

  1. Click Add Section > Name the section title as Business Skills and Performance.

  2. Select Questions Include: None.

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  1. Click Add Questions > Add the below questions and answers.

  2. Select Answer Type: Rating (on a scale).

    • Scale Range Min: 1

    • Scale Range Max: 10

  3. Select the checkbox for Add N/A as an option > Done.

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  1. Click Add Section > Name the section title as Professional and Technical Skills.

  2. Select Questions Include: None.

  3. Click Add Questions > Add the below question and answers.

  4. Select Answer Type: Rating (on a scale).

    • Scale Range Min: 1

    • Scale Range Max: 10

  5. Select the checkbox for Add N/A as an option > Done.

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  1. Click Add Section > Name the section title as Interpersonal Skills.

  2. Select Questions Include: None.

  3. Click Add Questions > Add the below question and answers.

  4. Select Answer Type: Rating (on a scale).

    • Scale Range Min: 1

    • Scale Range Max: 10

  5. Select the checkbox for Add N/A as an option > Done.

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  1. Click Add Section to add another section > Name the section title as Free Text Questions.

  2. Select Questions Include: None.

  3. Click Add Questions > Add the below question and answers > Done.

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  1. Click Save and Publish.

TIPS

The following checkbox selections can be configured to your questions:

  • Selecting the Add N/A as an option checkbox may be useful if a question might not be answerable by an employee.

  • Selecting the Hide numbers can be helpful if you do not want employees to focus on the numeric value assigned to a rating. This may be preferable if you are using Rating (on a list of many) for your answer type.

  • Selecting the Allow employee to comment on the rating allows the reviewer to add additional feedback on questions with ratings as answers:

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