Distributing templates

On this page
1 Create a template distribution 2 Details on distribution page 2.1 Template 2.2 Distribution 2.3 Anonymity 2.4 Dates 2.5 Reminder 2.6 Users 3 Other related readings

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Create a template distribution

There are several ways to create a distribution.

Use Save & Next option to distribute template immediately after designing the template. Add all other information and distribute the form.

Create distribution option Distributions tab of Forms page. Select relevant template on distribution page, add all other information and distribute.

Use Distribute option on Templates tab of Forms page. Add all other details related to distribution and distribute the form.

Details on distribution page

Following are the different sections & their details on distribution page.

Template

Name - Name of the template
Workflow - Workflow of selected template
Next - Navigate to next section

Distribution

Name - Distribution name. For Example - Q1 review for Sales team. Annual confidential review for HR managers, etc.
Description - Any details that describe the distribution related information. Or you can add possible instructions, notes, etc.
Next - Navigate to the next section

Anonymity

This section is applicable only in case of 360 degree review template.

Anonymity - As shown in the above image you can define anonymity in case of identity of the reviewer and reviewer type. Meaning by identify reviewer is whether you want to reveal reviewer’s name. Meaning by identify reviewer type is whether you want to reveal that the user is manager, peer or direct report. Based on options you check or uncheck the anonymity of the form will be set.
Self-assessment - Whether team member (Reviewee) should be allowed to do self-assessment.
Next - Navigate to next section.

Dates

Process end date - On selected date, system stops accepting inputs and form is automatically closed.
Review period - Selected period considered for review responses. Also, these dates are used by system to auto-retrieve feedback & objectives to be shown in the assistant. e.g. for annual review 1st Apr 2020 to 31st March 2021, for quarterly review 1st Apr 2020 to 30th Jun 2020.
Next - Navigate to the next section

Reminder

Set reminders -On selected dates, system automatically sends email reminder to users who have not yet submitted the responses when the form is assinged to them.
Next - Navigate to next section.

Users

This is a very important section in the distribution part. Following images show that based on each template & selected workflow what type of users are involved in the distribution.

This is applicable in case of Survey template / Confidential review template when Assign to UpRaise Admin/ Assign to reviewer’s manager workflow is selected.

This is applicable in case of Self & Manager template when Team member self assessment followed by reviewer /Team member & reviewer in parallel workflow is selected.

This is applicable in case of 360 Degree Review template.

This is applicable when Self & manager review with One one one discussion workflow is selected. OR Confidential Review with Assign to UpRaise Admin - shared with Team Member workflow is selected.

icon is to add user entries manually. Add option is to add user entries in bulk.
Save will save the distribution as draft with Config draft status.
Distribute option is to distribute the form & Distributed status is applicable.
Schedule option allows you to schedule distribution for any future date so system automatically executes the distribution on scheduled date. In this case distribution goes in Scheduled status until distributed.