Templates define the questions asked during a review cycle. Nami ships with six system templates and lets you create custom templates tailored to your organization.
System Templates
| Template | Best For |
|---|---|
| Annual Performance Review | Comprehensive year-end evaluations |
| Mid-Year Check-In | Progress against annual goals |
| 90-Day Probation Review | New hire onboarding assessments |
| Quarterly Pulse | Lightweight frequent reviews |
| Manager Effectiveness | Upward feedback on leadership |
| Peer Feedback | Peer-only review rounds |
System templates cannot be deleted but can be duplicated and modified.
Info
Duplicating a system template creates a snapshot you fully control. The original remains unchanged.
Creating a Custom Template
Navigate to Dashboard > Templates > New Template.
Basic information — provide a template name and optional description.
Add questions — each question has three properties:
- Type — Rating (1-5 scale) or Text (free-form response)
- Question text — the prompt shown to reviewers
- Required — toggle whether the question must be answered before submission
Tip
Start with 3-5 rating questions for core competencies, then add 2-3 text questions. Templates under 10 questions tend to get higher completion rates.
Click Save Template to make it available for cycle creation.
Duplicating a Template
- Go to Dashboard > Templates.
- Find the template and click Duplicate.
- Edit the name, description, and questions.
- Save the new template.
Using Templates in Cycle Creation
During the 5-step cycle wizard, you select a template in the configuration step. The template's questions are copied into the cycle at that point.
Warning
Changing a template after a cycle has launched does not update that cycle's questions. Each cycle gets a snapshot of the template at creation time.
Best Practices
- Align rating questions with your competency framework for consistent reporting.
- Use one "strengths" and one "areas for improvement" text question to cover most needs.
- Review templates at least once a year to keep questions relevant.
- Mark critical questions as required; leave optional questions for supplementary context.
Run this in Slack with Nami
Reviews, goals, surveys, and calibration — in the DM thread your team already reads. Free for teams of 10 or fewer.
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