1. How do I create performance templates and documents in Redwood experience?
  2. Create Performance Template

Create Performance Template

A performance template brings together the information used to create performance documents. In the performance template, you can do the following:

  • Select the document type and eligibility profiles.
  • Add the roles that can access the performance documents created from the template.
  • Specify the process flow for the document.
  • Select the sections you want to include and specify the sequence.
  • Add additional content on which to rate workers.
  • Create document periods to create performance documents from the same template for different periods.
  • Preview the details.